NAIFA Amarillo Area Newsletter
Transcription
NAIFA AMARILLO AREA NAIFA Amarillo Area Newsletter March 2013 Volume 7, Issue 8 President’s Message Inside this issue: President’s Message 1 Monthly Luncheon Info 2 NAIFA Texas Elections 2 NAIFA Notices 3 Tri City Sales Forum 3 MDRT Minute 4 Contact Info & Awards 5 NAIFA Amarillo is now setup on a texting program! Text NAIFA to 72727 to be opted in to receive text reminders for upcoming meetings and events! Officers and Directors of NAIFA Amarillo Area President – Hollie Gandy Publicity – Hollie Gandy President-Elect – Jim Thompson Nat’l Comm/Gov Relations – John Denton Secretary/Treasurer – Kirk Haworth YAT - Jason Permenter Past President – Tom Moore IFAPAC — Jim Thompson Executive Director – Lindsay Haworth LUTC - Brian Moore Membership — Shirley Clark Tri City Sales Forum— Sammy O’Dell Programs — Helen Burton Board Members: Jackie Bennett, Greg Hall, Jim Hutson Page 2 March Luncheon: 3/12/13 @ 11:45am Doug Massey has been in the Insurance & Financial Services industry for 28 years. His licenses include Life & Health, Property & Casualty, and Securities. The primary focus of his business the last 20 years has been retirement planning, and working with small businesses setting up and administering retirement plans. Doug has served 2 terms as President of NAIFA-San Angelo. He is a Past President and Life member of Texas Leaders Round Table. He is a Life and Qualifying Member of the Million Dollar Round Table, with 5 Court of the Table Qualifica- tions. Doug is a LILI graduate and has moderated numerous LUTC & FSS classes. Professional designations include CLU, ChFC, FSS & LUTCF. As a NAIFA-Texas Director/Trustee, he has been CoChair for the PIC Committee and also served on the Investment, Executive and Finance Committees. He has testified on behalf of NAIFA-Texas before the Texas Legislature numerous times, most recently in support of increasing the Texas Guarantee fund limits for annuities. Doug and his wife Margay have been married 22 years and they have 3 daughters. Meeting Location: The Amarillo Club 30th Floor Meal Catered by: The Amarillo Club NAIFA Amarillo’s Own Wins Position of Trustee Four of our local members recently returned from the state convention down in Austin. While there, our local president Hollie Gandy, ran for a position of State Trustee. We are pleased to announce that she is the newest Texas Trustee on your state board! “Because of a resignation on the current Board, I was also appointed as the highest ‘vote-getter’ to fulfill the unexpired term of that person,” said Gandy. “Ironically, it was he who first suggested that I throw in my hat to the ring.” She is making the commitment to you as your current president to fulfill my duties to local chapter first, the new position second. She also has the full support from Jim Thompson, Preselect & Kirk Haworth, Secretary. (Pictured below from left to right: Jack Knight, President Hollie Gandy, Secretary Kirk Haworth and President-Elect Jim Thompson in Austin, TX.) Page 3 NAIFA Notices Did You Know? Do to the increasing price of our luncheons, we will no longer be giving first time guests a free lunch. Also, meals for guests will now be $15. Congratulations NAIFA Amarillo recently won a $400 state award for most retention in a medium sized chapter. Thanks to you all. Now, let's go after IFAPAC commitments & membership. Way to go!! Upcoming Events NAIFA Fly-In in Washington, DC April 8-9, 2013. The 11th Tri City Sales Forum is set for February 20th, 2013. Tickets are on sale now! Get yours today. LUTC Course We are looking into the possibility of teaching another CE course but we need interest from our chapter. If you are interested in going through the LUTC course, please let Lindsay know. We’ll keep you posted. Thanks! Tri City Sales Forum What a great time we had learning new sales ideas and networking at the11th annual sales forum. It was a huge hit! If you see Sammy O’Dell or any of the other board members, take a moment and tell them thanks for all of the hard work that went in to planning such a great event. The event took take place on Wednesday, February 20th, 2013 from 9am-3:30pm at the Ashmore Inn and Suites in Amarillo. We had seven amazing speakers that came in from all over the region. We had roughly 75 in attendance and we’ve had very good feedback from the forum. If you weren’t able to make it out, definitely plan on attending next year. Thanks to everyone who supported the event! MDRT Minute: “Strategies for Marketing in the Modern Business World” Today’s consumer is very different from the consumer of 10 years ago. They have access to information and other people’s feedback instantly. They are time-deprived like never before. They have an incredible amount of choice, and they are not afraid to use it. If your business is not evolving to meet this new and, in many ways, very demanding modern consumer, you will be in trouble. This is particularly relevant when it comes to how we market our businesses. Following are strategies that will enable any business not only to survive in tough times, but to thrive. Building your brand is so much more than a logo Building a brand is a big job and should be based on Moments of Truth — the moments in which our customers interact with us. It is during these interactions that they form their opinion of our business. The way to really build your brand effectively is to first identify each and every Moment of Truth that your business has, then rate each as big, medium or small in terms of its importance in the overall experience that the customer has when dealing with your business. Then, set about making each of these Moments of Truth better. The real goal here is to build your brand by making each and every interaction as positive as it can be. Creativity is a precious commodity Today, marketing is driven less by how much you spend and more by how creative you can be. To think creatively we have to be serious about creativity, and this means investing in it. Have open forums where conversations and ideas can lead anywhere, and everyone’s input is equally valid. Be prepared to try new ideas and open to new ways of doing things. Being stuck in the “way we always did it” mentally is not conducive to evolving. Most importantly, beware of being a beige business — one that simply blends into the background. Be your business’s “crash test dummy” When Zippo lighters first went on sale in 1993, sales were dismal. Looking for a way to get consumer’s attention, owner George Blaisdell offered a lifetime guarantee on every lighter — something that had never been done before. Today, some 450 million Zippos have been sold around the world, all as a result of the company believing in its product enough to offer a lifetime guarantee. We have to be the No. 1 fans and believers in our business. This means backing ourselves and our business completely, and being serious when there are problems that need fixing. The new world of networking If we don’t have a network of fans, supporters, referrers and followers, it will be tough to survive, let alone prosper. As much as we live in a world that is full of technology, it will be a few generations before virtual worlds will be as engaging as face-to-face human interaction. So we need to make sure we are actively participating in networking events in a physical sense. At the same time, our businesses are being talked about in the online world (with lots of little thumbs up or thumbs down), so we need to be making comments, monitoring comments about us, speaking up and standing out. Social media — if you’re not confused, you’re not trying hard enough It is OK to be confused about social media; in fact, it should be encouraged. However, understand it or not, it’s here to stay, and we need to figure out how we can use it in our business world. Invest time in working out how other smart businesses are using it to connect and engage with their customers or their potential customers. Once you start finding ideas, it doesn’t take long to adapt them for use in your business. The importance of being ethically unequaled The new benchmark for the modern consumer is “Korporate Karma” — and if your business doesn’t stack up, they won’t just walk away, they will run away. We need to be ethical, contribution-focused, socially aware and environmentally considerate. These are long-term attitudes that aren’t just nice, warm fuzzies, but are essential for any business hoping to be successful in the modern world. These ideas and strategies are simple but powerful. Many businesses have completely transformed simply by changing their outlook, introducing new habits, and developing new and more relevant philosophies toward their customers and how they run their business. In other words, they are evolving and constantly getting better as a result. And so can you. Andrew Griffiths is recognized as Australia’s No. 1 small business author, having written 10 bestselling books on advertising, sales, customer service, work-life balance and much more. His passion is to help small business owners achieve their dreams — specifically, to help them transform their businesses into exceptional businesses. You may purchase his entire presentation on www.mdrtpowercenter.org. NAIFA Amarillo Area If you or someone you know is interested Lindsay Haworth Executive Director 6900 I-40 West Suite #160 Amarillo, TX 79106 in advertising with NAIFA Amarillo Area, or, if you Phone: 806-681-2465 Fax: 806-353-2366 E-mail: naifaama@suddenlinkmail.com Executive Director at 806-681-2465. Our rate is would like more information, please contact our $100 per year for a business card size ad and your ad will be seen in all 12 issues. We’re on the Web!!! www.naifanet.com/amarilloarea NAIFA Amarillo Area 2012 Awards 2011 National Quality Award Years 2012 Million Dollar Round Table Years S. Sean Saied, FIC 1 Danny Cathy 1 Kip Hutto 1 Landon Landry 2 Sean Saied 2 Todd Selmon, FICF 4 Todd Selmon 9 James Baker 6 Kris L. Bosley, FIC 7 Patrick Phillips 12 John Denton 11 Michael R. Ruff Q 13 Jack Fuqua, CLU 18 John S. Denton QL 16 Darren Fincher, FIC 19 Darren G. Fincher, FICF QL 17 Samuel G. Saied, FICF 19 **Samuel Saied, FICF 17 Michael Thomas, CLU 20 Kirk H. Haworth, CLU, ChFC QL 31 Robert Curl, CLU, ChFC 36 B. J. Gililland QL 34 Joe Flores 39 Robert Curl 46 ** Denotes Top of the Table qualification
Similar documents
NAIFA Amarillo Area Newsletter
analyzing data systematically and tracking historical outcomes, you can create predictive models and apply the information to current applicants and classify risks accordingly. These models have th...
More informationNAIFA Amarillo Area Newsletter
Ian Green’s book, “The Financial Advisor: How to Be a Successful Practitioner,” outlines an outstanding plan for managing your energy and time during the day. I’ve based my energy management system...
More informationOFFICIAL FAMILY Click HERE for NAIFA
September also marks our fiscal year kick-off for our membership luncheon meetings. Please join us for our first meeting on Wednesday, September 26th for an exciting meeting including CE credits. O...
More informationSyracuSe adviSor
Agent A is a new agent and is a member of NAIFA, agent B is a new agent and is not a member of NAIFA. To keep things simple Client A is working with Agent A and Client B is working with Agent B. Bo...
More information