February 2017 Newsletter
March Luncheon

Date: Tuesday, March 28, 2017

Time: 11:15-1:00

Location: Ridglea cc, 3700 Bernie Anderson Avenue Ft. Worth, TX 76116

Keynote Speaker: R. Shawn McBride, Esq., The R. Shawn McBride Law Firm 

Topic: “Business Partnerships Are Long Term Relationships: How to Get Ready for Yours.”

R. Shawn McBride, Esq., Managing Member
The R. Shawn McBride Law Firm, PLLC
Office: 214-265-6562 Cell: 214-418-0258

Business Partnerships Are Long Term Relationships: How to Get Ready for Yours

Whether they’re starting a business or planning for growth, many business owners find it advantageous to take on a partner who can provide insight, resources and talents that complement their own.

But while partnerships can be extremely financially rewarding, they can also be fraught with all kinds of legal, financial and professional pitfalls for the unwary and unprepared. In his talk, “Business Partnerships Are Long Term Relationships: How to Get Ready for Yours,” business attorney Shawn McBride will teach your members:

  • What they need to know about the different kinds of partnership arrangements
  • How life changes, market conditions and unexpected events can impact the relationship between partners
  • How they can minimize the impact of death, disability, divorce and/or disagreements/deadlocks on their business
Help Shape the Future of NAIFA-Fort Worth Leadership

NAIFA-Fort Worth is starting the important process of selecting our future leaders.  Each year, our nominating committee meets to review the pool of nominees that applied or were nominated for open director and/or officer positions.  After that review, the committee will present its recommendations to the board at the regular board meeting.  The nominees selected by the committee shall be published in the newsletter and distributed to all active members at least (1) month prior to the annual meeting, which is held in late April. 

If you would like to apply or nominate someone, please complete the nomination form found at the below link and return it to the NAIFA-Fort Worth office no later than Friday, March 3, 2017.

Feel free to contact Brett Ruddell, Immediate Past President at Brett@RuddellFinancial.com
or 817-999-8092
or call / email the NAIFA-Fort Worth office at (817) 492-0637/ info@fwaifa.org with questions, or for more information.

NAIFA-Fort Worth welcomes and encourages your participation in this process.
President's Message

Dear Members,

The speakers and the distinguished guests honored during our monthly luncheons are at the heart of what NAIFA-Ft. Worth stands for. These events made me think about why some people get more out of professional associations and networking groups than others. I've seen time and again that it's simply not enough to pay your membership fee and hope for the best. Even going to one or two events a year won't get you very far in most cases. Sure, you may meet some terrific people, but unless your profession is uniquely non-competitive, or you make an overwhelmingly positive first impression, it's unlikely that much will come of it.You make an investment of both time and money when you join a group.
So here are five things you can do to make the most of your investment:

  • (1) Limit your memberships to two or three groups.
    Don't spread yourself too thin. Maximize your experience by going for depth of involvement.
  • (2) Attend meetings and events regularly. Build a base of support with regular members and position yourself with new members as someone in the know.
  • (3) Join a committee. Take a leadership role in the group and interact with members at a more meaningful level. Show them what you can contribute.
  • (4) Raise your visibility. Offer to organize an event, round up a speaker or greet people at meetings. We always notice the host at a party more than the guests.
  • (5) Invite friends and associates. Share the learning and experience. It can be a win-win for you, your friend and the group. In addition, NAIFA distinguishes itself by providing the following as well.
NAIFA's Legislative Advocacy, Practice Resources and Professional Development
Legislative Advocacy
  • Taking a Stand on issues such as the DOL fiduciary ruling that affects advisors working with retirement savers; Tax reform, Heath Reform and Agent Licensing.
  • Influencing Political Opinion through NAIFA's Political Action and Involvement Committees.
  • Mobilizing and Informing members on topics of interest through numerous communication tools.
Practice Resources
  • NAIFA's Virtual Library of professional practice tools and tips, including sample marketing materials, newsletters and sales presentations, fact finders, concept pages and specimen documents.
  • NAIFA's Preferred Providers offers, including discounts on industry management and sales tools, errors and omission (E&O) insurance, office supplies and shipping services.
Professional Development
  • Networking Opportunities, including NAIFA's Annual Convention & Career Conference and the Young Advisors Team (YAT).
  • Recognition for Your Professional Achievement through participation in NAIFA's Industry Awards
  • Discounts on Certification Training through NAIFA's affiliations with LUTC and The College for Financial Planning. Earn professional designations, including CLU, ChFC, LUTCF, CFP and FSS.
  • NAIFA Prospecting, Marketing & Sales System program, available on the NAIFA website!
  Join Today! Your Industry Needs Your Participation in Your Professional Association!

 Crissman S Crombie, 
Life and Financial Services Brokerage Manager, 
Empower Brokerage
Career Service Award will be presented at the Annual Boots and Bling banquet.  It will be held at The Fort Worth Club on April 20, 2017--please plan to attend!  

More details will follow.

NAIFA Fort Worth Upcoming Luncheons:
  • March 28, 2017
  • April 25, 2017
  • May 16, 2017
YAT Event Calendar:

  • Wednesday, March 22nd, 2017-CE EVENT March Matchness
  • Tuesday, April 18th, 2017: TBD!
  • Tuesday, May 9th, 2017: Linked-in Marketing Workshop

All days and times are subject to change.  Please look for additional details in upcoming emails or watch our Facebook Page for more info!  

The NAIFA Member Value Calculator can be found:  http://www.naifa.org/membership/calculate-your-member-savings   This is a great benefit piece to share with not only current members, but those that are prospects or lapsed.  NAIFA protects their business & grows their business and this calculator is a reminder of the true value of NAIFA!

2017 P&P Conference:  An updated draft schedule will be sent out within the next few weeks, but please note that you will want to communicate that your members should arrive on Thursday, September 7, 2017 and depart in the afternoon of Sunday, September 10, 2017.  The conference will remain with a strong focus on professional development to include Advanced Advisor Workshops, Skill Builder Series, Women Leaders in Insurance Panel, “Brain Dates” and many other exciting offerings.  The Friday evening event will be open to all attendees at the Disney Springs House of Blues.   The conference landing page is:  http://www.naifa.org/events/performance-purpose-2017-annual-conference

NAIFA Fort Worth