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News & Press: CalAdvisor Newsletter

January 2016-Membership Update

Tuesday, January 19, 2016   (0 Comments)
Posted by: John Nilmeier, CFP® and Christopher Bor,CLU, ChFC
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In last month’s article, we wrote about our achievements in membership in 2015 and how we saw growth in our membership numbers for the first time in 20 years. Local chapters worked hard to bring in new members and for this you should all be proud. We believe, with hard work and a good plan, 2016 can be even better. But, to accomplish this we need to be focused on two aspects of membership: Retention and Growth. 



With the Pilot Program now behind us, we need to shift gears into making sure these Pilot Program recruits get the full NAIFA experience, turning them into lifelong NAIFA members.  You’ve worked hard in getting these Pilot Program recruits through the doors of your local chapters, now it’s time to make sure these labors were not done in vain. All local Membership Chairs received a copy of the NAIFA “New Member Orientation Guide” in December. This guide will serve as a valuable resource in serving your new members. It will discuss ways to engage new members through various programs and show you how to cultivate these new relationships. You can obtain this on the NAIFA website if you search for “New Member Orientation Guide” or if it’s easier for you, simply email John Nilmeier and he’ll resend you a copy. Bottom line: reach out to your new members, welcome them aboard, and find a place for them to serve. Everyone wants to feel welcomed and it’s our job as NAIFA leaders to welcome them aboard.



With the Pilot Program, for the most part, gone (we will discuss the Corporate Pilot Program later in this article), we’re back to relying on our traditional dues structure. It won’t be as easy to recruit from that standpoint, but with what’s happening with the DOL regulations and talk of a state run retirement program, there’s plenty of reasons to become a member. We need to make our prospective members (and current members) understand these reasons; the role advocacy plays in protecting our businesses and our clients’ financial futures, the value of our programs and the fact that NAIFA members simply make more money. We need to step out of our comfort zones and talk to the people who aren’t being reached and spread the good word of what NAIFA is doing. If you don’t already have a membership plan at this point, it’s not too late. Talk to John Nilmeier or Chris Bor and we’d be happy to help you.

As mentioned before, the Pilot Program ended on December 31. However, NAIFA National has continued to partner with career companies and independent advisor organizations through NAIFA’s corporate partnership program. Therefore, NAIFA National will administer the program through December 31, 2016. To be clear, the Pilot Program in terms of member-to-member recruitment has ended, but the corporate partnership program will continue. Companies NAIFA is currently partnering with include:

·      AXA

·      New York Life

·      Northwestern Mutual

·      Prudential

·      Southern Farm Bureau

·      State Farm

·      Thrivent

·      Western & Southern

On behalf of NAIFA-California, thank you for your hard work in making 2015 a great year and here’s to making 2016 an even better one!!

John Nilmeier 559-227-6100

Chris Bor 925-348-4241

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