NAIFA partnerships with organizations including GAMA and FSP strengthen conference programming in leadership development, advanced markets

 

NAIFA’s expanded partnerships with industry organizations will offer Performance+Purpose participants new learning and networking experiences with programs designed for advisors at every stage of their career.  


“Each year NAIFA leaders examine how our education and professional development offerings deliver value to members as they serve clients in a competitive and changing marketplace,” said NAIFA CEO Kevin Mayeux, CAE. “NAIFA’s P+P conference is a valued member benefit that meets the needs of all advisors, whether they are new to the industry, advanced or somewhere in between. We are pleased to leverage the strengths of our partner organizations by offering even more dynamic programming led by thought leaders in their respective areas of expertise. This is industry collaboration at its best.” 
 

Partner programs include: 
 


NAIFA has had longstanding relationships with GAMA – whose members comprise field leaders inclusive of managers, producers, agents and advisors – and with FSP – whose members are part of a multidisciplinary community that enables collaboration among financial planners, investment advisors, attorneys, CPAs, insurance professionals, and other financial service experts.  


NAIFA to launch Advanced Markets Center 

In addition to expanding the advanced markets educational track at P+P, NAIFA will soon launch a professional center for members who wish to grow their knowledge and networking opportunities in advanced markets. The center will be led by Karla Kirk, a consulting advisor for NAIFA and an organizational development professional. Kirk previously worked with AALU on initiatives to drive member engagement, increase membership and secure corporate partnerships. 


“NAIFA’s Strategic Plan calls for engaging in multiple professional facets for investment advisors, and we’re excited to bring Karla on as a consulting advisor to plan NAIFA’s new center in advanced markets,” Mayeux said. Our leaders have directed NAIFA to take a deeper dive in these areas as advisors evolve their businesses to serve their clients in diverse specialty markets. 

NAIFA Performance + Purpose 2018 will take place Sept. 13-16, 2018, in San Antonio, at the Henry B. Gonzalez Convention Center. The official conference hotel is the Grand Hyatt San Antonio. NAIFA and FSP will collaborate in promoting the conference to FSP members. 

 

 

  • Posted September 15, 2018 IN


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