Partnership to help NAIFA members serve growing Hispanic market

Program will debut with March 11 Webinar featuring Glenn Llopis

A new partnership between NAIFA and the California-based Glenn Llopis Group (GLG) will give NAIFA members access to cutting-edge tools and resources to help them reach the largest growing minority in the U.S.: the Hispanic community.

NAIFA and GLG announced the partnership today, along with the range of products and services available as members increase their efforts to meet the financial services needs of diverse communities across the country.

“The NAIFA-sponsored Advisor 2020 report details how the rapid population growth in immigrant communities is transforming the U.S. into a minority-majority country,” said NAIFA President Juli McNeely, LUTCF, CFP, CLU. “Now, more than ever, NAIFA members need to enhance their skills, knowledge and networks to tap into and serve these growing markets. This partnership is just the beginning of a series of initiatives NAIFA will provide to prepare our members for 2020 and beyond.”

According to Advisor 2020, the key to reaching diverse markets will be developing a high level of trust and confidence with clients. However, the report notes, “the real impact” will come with the ability to achieve “cultural competency” – a combination of emotional and social intelligence that will allow agents and advisors to effectively interact with people of different cultures and socioeconomic backgrounds.

“The days of simply implementing a traditional diversity strategy and calling it a day are over,” said Glenn Llopis. “Leveraging the cultural demographic shift calls for a business model and full-scale strategies that prepare agents and advisors to connect with this workforce and consumer segment.”

Hispanics represent 16 percent of the U.S. population and that number is projected to reach 30 percent by 2050, Llopis said. “Hispanics are the fastest growing ethnic group and the fastest growing economic and political bloc that is poised to revive and renew America out of its recent economic struggles. GLG’s services, methodology and expansive expertise will give NAIFA members the tools and cultural intelligence to thrive in this market.”

Under the partnership, NAIFA and GLG will collaborate to support the following products and programs for NAIFA members:
  • Webinars for NAIFA members only. The first webinar, “Building the Hispanic Market Through a Cultural Engagement Lens,” will debut March 11. Llopis will be the featured speaker.
  • The GLG “Personal Branding” online training program, which GLG will offer to NAIFA members for $99.
  • GLG training and information resources available on the GLG KnowYourHispanics website.
  • A microsite with content developed specifically for NAIFA members on
  • Articles by GLG published in each issue of NAIFA’s Advisor Today and regularly posted on the AT Blog.
  • NAIFA will provide content for GLG’s websites.
 GLG also will deliver presentations at the NAIFA 2015 Career Conference and Annual Meeting this fall, with sessions on the Main Stage and a one-hour educational workshop.
  • Posted March 3, 2015 IN

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