Advisor Today - September/October 2015 - (Page 10)

viewpoint By Juli McNeely, CFP, LUTCF, CLU A s I write my final Viewpoint as your NAIFA president, I feel compelled to share these themes, from my perspective, for NAIFA's bright future. I have had a significant amount of time to reflect on what will need to occur to sustain and grow NAIFA to ensure that we are around for the next 125 years. * Remain member (advisor) driven, with broad practice specialty reach. For 125 years, NAIFA has been an agent/ advisor-driven association. This is a strength for many reasons. It allows us to have broad grassroots coverage. It allows us to focus on what is best for agents and advisors and the clients they serve and allows agents and advisors to continue to be served by NAIFA, no matter the direction of their practice. * Build a culture of unity instead of a culture of competition. A federation has strengths and weaknesses, and the NAIFA federation has both, as well. We have several strong, independent entities throughout the organization and that bodes well for generating personal ownership and pride in something that was created from the ground up. This can lead to innovative and creative efforts. However, NAIFA has one mission, and if we are to continue to deliver on our mission, we will need to work together. * Create a fluid and flexible structure. During the past several years, many struggling local associations have dissolved or merged. As a federation, we need to be open to the best way to deliver NAIFA nationally, in every state and in local areas. This may mean doing things differently from what has been done before. Our structure should support our mission-not become a drain on financial or human resources. * Build a financial model that supports the core mission. If we are truly working for the same core mission, shouldn't we be using the resources we are entrusted with to deliver that mission? We should be seeking efficiencies at every level so that the core mission can be funded properly without having to compete for dues dollars. * Simple to join. Critical to stay. No prospective member should find it difficult to join NAIFA. Efforts should 10 ADVISOR TODAY | September/October 2015 be made to streamline and simplify the process and we should make it clear that staying a member of NAIFA is a must. Searching for new and better ways to provide valuable resources to our members must be ongoing. * Continuously assesses and addresses the current trends. We need to stay ahead of industry changes and lead our members toward their successful future by offering education and research to stretch and grow them. * Personalized member experience. Each member and prospective member has an ever changing view of value, and we need to strive to deliver NAIFA's value in a personal way. Utilizing technology and what we already know about our members, can we cater to individuals in a more robust, personal way instead of offering the entire basket of products and services? We shouldn't assume that all members want everything NAIFA offers. They only want what is valuable to them. * Attract and retain members from various sources. Seek new members and retain existing members by continuing to build out multiple channels, including affiliated and independent distribution channels, field leadership, gender and generational sources and diverse markets. Our field force is changing to look like the consumer population, and we need to also shift and lead where possible. * Strengthen industry partnerships. We already work with several industry partners, including Government Relations, Professional Development and Communications. As the largest and oldest industry association, NAIFA needs to continue to be the driver as it relates to strengthening these partnerships. It has been my privilege to serve NAIFA this year. I have seen passionate members who are ready to take NAIFA to a whole new level. I know we can accomplish great things if we continue to work together! Thank you for allowing me to serve! Juli McNeely, CFP, LUTCF, CLU, is president of NAIFA and of McNeely Financial Services. Contact her at NAIFA OFFICERS President Juli McNeely, CFP, CLU, LUTCF McNeely Financial Services President-Elect Jules Gaudreau, Jr., ChFC, CIC The Gaudreau Group, Inc. Secretary Paul Dougherty, LUTCF, FSS State Farm Insurance Companies Treasurer Matthew S. Tassey, CLU, ChFC, LUTCF Principal Financial Group Immediate Past President John Nichols, MSM, CLU Disability Resource Group, Inc. CEO Kevin Mayeux, Esq., CAE, CRMA NAIFA TRUSTEES David Beaty, CLU, ChFC, LUTCF Michael Brown, LUTCF Michael Condrey, CLU, ChFC Tom M. Cothron, LUTCF John Holmes, III, LUTCF Brock Jolly, CFP, CLU, ChFC, CASL, CFBS Jill Judd, LUTCF, FSS Michael Nash, CLU, LUTCF, ChFC Chuck Olson, CLU, ChFC Gregory Toscano, LUTCF James Van Ham, CFP, CLU, ChFC, LUTCF NAIFA SERVICE CORPORATION OFFICERS AND DIRECTORS President Kevin Mayeux, esq., CAe, CrMA Secretary Juli McNeely, CFP, LUTCF, CLU McNeely Financial Services Treasurer Matthew S. Tassey, CLU, ChFC, LUTCF Principal Financial Group Directors Brenda Doty, LUTCF, RHU, CLU, CPC The Doty Group, Inc. Susan Wier, CFP, ChFC, LUTCF First American Trust EDITORIAL ADVISORY COUNCIL Laurie A. Adams, CFP, CLU, LUTCF Country Insurance & Financial Services Brian Ashe, CLU Brian Ashe and Associates, Ltd. Frank Bearden, Ph.D., CLU, ChFC Frank C. Bearden, Ph.D., Consulting Kevin Faherty, LUTCF Faherty Insurance Services, Inc. Greg Gagne, ChFC, LUTCF Affinity Investment Group, LLC Lisa Horowitz, CLU, ChFC LifeCycles Michael Lynch MetLife John Marshall Lee, CLU, CFP, RHU People Insurance & Investments John Nichols, MSM, CLU Disability Resource Group Inc. Ike Trotter, CLU, CASL, ChFC Ike Trotter Agency, LLC

Table of Contents for the Digital Edition of Advisor Today - September/October 2015

Why You Need a Mentor
The Key Attributes of Top Performers
Success Tips from a Golden Gloves Boxer
How I Use Social Media to Build my Practice
Getting Started on LinkedIn
Discussing Your Client’s LTC Needs in Retirement
How to Boost Your LTCI Production
¿Habla Español?
Providing a Retirement Safety Net
Ongoing Challenges, New Solutions
Four Under Forty
NAIFA’s 125th Anniversary
Demystifying CPA Alliances
Building Your Natural Audience
Holding Workshops?
Ideas to Help You Sell More
Special-Needs Planning
Planning for Divorced or Widowed Women

Advisor Today - September/October 2015