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April 2019 Leadership Webinar

April 2019 Leadership Webinar. Agenda. Recruitment: -Growth Summits -Agency Program -Advisor Ambassador Program Leads -Limited & Extended Care Planning Center Retention: -Q1 2019 State of NAIFA Webinar -Brand Survey -NAIFA 20/20 Member Experience -Congressional Conference -YATs.

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April 2019 Leadership Webinar

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  1. April 2019Leadership Webinar

  2. Agenda Recruitment:-Growth Summits -Agency Program -Advisor Ambassador Program Leads -Limited & Extended Care Planning Center Retention: -Q1 2019 State of NAIFA Webinar -Brand Survey -NAIFA 20/20 Member Experience -Congressional Conference -YATs

  3. Q1 2019 Growth Summit Accountability Group to Grow

  4. NAIFA’s Membership Promise

  5. Advocate. The protective advisor.

  6. A NAIFA Member in Every Congressional District

  7. Educate. The thinking advisor.

  8. NAIFA Live: New Monthly Meeting • Open to all Members • 2 parts: • Virtual • Watch Party Location • Opportunity for closed locals • Opportunity for lapsed members • Opportunity for sponsorship

  9. Differentiate. The trusted advisor.

  10. #NAIFAproud

  11. New Materials for AED • PowerPoint • Tri-fold Brochures • Pull-Up Banner • Tablecloth • Pens • Flyer

  12. New Kits Will add to Leadership page Moving to a new Online Store ordering system for membershipmaterials

  13. #MainStreetUSA Survey & Articles New Main Street USA blog to celebrate our members & attract non-members Use #MainStreetUSA

  14. Growing NAIFA 4- Layer Growth Model

  15. Four Layer Strategy Corporate Partnerships Agency Program Chapters & Locals Direct to Individuals

  16. Where to Send Leads? Send leads/contact lists/ideas to: recruitment@ naifa.org

  17. KPI Growth Dashboard # agency presentations # Advisor Ambassador registrants: members # new members # non-members submitted to National

  18. Growth Directive Corporate Partnerships: Send us introductions Agency Presentations: 2 presentations per state per month Chapters & Locals: 10 people per month into Advisor Ambassador Direct to Individual: 200 people per class per month

  19. Advisor Ambassador Closing Class Participants

  20. Advisor Ambassador YAT-Driven Scalable Prime the Pump for Leadership/Engagement Results to Date: 19 New Members (as of March 14th)

  21. Advisor Ambassador Start adding State Deliver leads to Leaders Increase close rates New programs

  22. Limited & Extended Care Planning Center The First Center

  23. Retention Loving Up on Members

  24. State of NAIFA Quarterly Webinars

  25. Brand Survey 2 emails—500 respondents

  26. NAIFA 20/20 Member Experience https://www.naifa.org/membership/naifa-20-20-member-experience On-Demand: https://solutions.naifa.org/naifa-20/20-member-experience-on-demand

  27. Congressional Conference

  28. YATs -More please!

  29. https://www.naifa.org/memb ership/welcome-new-members

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