New Perks in the Business Performance Center

The Business Performance Center was launched in 2020 and focuses on thought leadership, tools and resources to help your agency flourish. Recently, the Center has incorporated three new partners that can be valuable to your agency, as well as offering three new membership categories to help your agency differentiate itself from the competition.

NEW PARTNERS FOR NAIFA MEMBERS:

1. WebCE: Not only is WebCE the leading provider of continuing education in the market, but each module is packaged in bite-size chunks with helpful reminders to reinforce what you’ve learned. NAIFA’s partnership provides NAIFA members with a discount, but it also offers modules to address firm elements such as anti-money laundering, cybersecurity, and packages specifically for IARs and RIAs. The catalog also includes a full suite of DEI, identity theft and sexual harassment training to ensure that your firm’s personnel are educated and comply with best practice business standards.

2. ReminderMedia: NAIFA partnered with ReminderMedia to provide financial advisors with best-in-breed integrated marketing solutions that span from personalized print magazines that allow you to stay top-of-mind to your clients to digital marketing programs and platforms to automate touchpoints to prospects and clients. ReminderMedia is also the host of the super-popular podcast focused on sales called “Stay Paid.”

3. White Glove: A fan-favorite for successful financial advisors, White Glove has expanded its repertoire of seminars, workshops and webinars to include additional services focused on digital amplification of your events and targeted digital campaigns so that you get the right prospects into the room. NAIFA has partnered with White Glove to bring even greater value to NAIFA agencies that want to utilize hybrid events and integrated modern marketing practices for prospecting.

Learn more about your member benefits & partner discounts in the Member Portal.

NEW MEMBERSHIP OPPORTUNITIES FOR NAIFA TO GROW YOUR PRACTICE’S INFLUENCE:

1. Industry Professionals: NAIFA members can now invite their professional colleagues into membership as an Industry Professional. Whether you work with attorneys, loan/mortgage officers, bankers, CPAs or medical personnel as part of your network, NAIFA can now serve as a business networking home so that we can build networks of likeminded individuals who practice their specialties under ethical standards.

2. Administrative Professionals: If you have a supportive administrative staff that is a key element to your firm or agency’s success, then consider making them a NAIFA member under our new administrative professional category.

3. NAIFA 100% Agency: We launched a new program for agencies and firms that have all of their producers and administrative professionals become NAIFA members — the NAIFA 100% Agency program! All agencies or firms that commit to the 100% program get their logos listed on NAIFA’s consumer site at www.financialsecurity.org, an in-depth article on Advisor Today, a special gift kit for the office, and additional perks for showing your commitment to your professional association.

Learn more about new membership opportunities at www.naifa.org/join