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NAIFA Buddy System
1Prepared by: Mark McKell, NAIFA Membership Chair, President, 951-544-6426, [email protected]
Buddy System Overview• Organized “Relationship Touch” System• Implements system of Accountability• Assumes the following:– Active members result from the following:
• Buy into Value Proposition• Attracted to and Retained by Established Relationships
• Creates a “high touch” environment• Makes relationships “job one”• It’s a “Shoulder to Shoulder” system!• Implements a drip, drip system to establish
and solidify of organizational relationships.2
Who are the Buddies?
• The Buddy System pairs active NAIFA Chapter members (namely, Board Members) with each remaining active and less active member.
• The Buddy System promotes:– Communicates NAIFA’s value proposition– Increases Meeting Attendance– IFAPAC Involvement– Cultivates New Members– Builds Friendships
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Buddy Responsibilities• Active buddy is to touch assigned buddy once per month.
– Must be in person or by phone– Email or text does not count!
• Anatomy of a “Buddy Touch”– B.R.P. – BRP the group!– B – Business – How is your business going?– R – Relationship – How is your family?
• F.O.R.E. – Family, Occupation, Recreation, Enjoyment– P – Promote – Promote the next meeting, speaker, event!
• Ask the “Will You?” question– I know if you come you will benefit from the speaker/program which
will have a positive impact on your business. Besides, we always have a great time!• Will you come to our next meeting on September 23rd?• Do you know how to RSVP on the website?• Great, see you then!
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Buddy Accountability System• Make initial buddy assignments
– See spreadsheet example below!• Make new assignments as new NAIFA members are
added throughout the year.• Return and report each monthly
– Recurring Board Meeting Agenda Item• Post touches to Membership Net
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NAIFA Inland Empire - Buddy List, 2010 - 2011
# ID Title Full NameFirst
Name Last Name Assigned Buddy Company Email Work Phone
1 1563918 AGENT Denise L. Boyce, LUTCF Denise Boyce Denise Boyce New York Life [email protected] (909) 890-5804
2 1531039 PARTNER William A. Brown William Brown Denise Boyce New York Life [email protected] (909) 387-1911
3 1602537 Austin R. Bustamante Austin Bustamante Denise Boyce New York Life [email protected] (909) 231-4167
4 1292615 Sales Manager Cheryl B. Hilton, CLU, LUTCF Cheryl Hilton Denise Boyce [email protected]. (951) 906-1524
5 1610935 Ariel Riccitelli Ariel Riccitelli Denise Boyce New York Life [email protected]
6 1610822 Ash Sheth Ash Sheth Denise Boyce New York Life [email protected]
7 1350662 AGENT Mark A. Soria, Sr. Mark Soria Denise Boyce New York Life [email protected] (909) 890-5813
Food for Thought!
“The heights of great men, reached and kept was not attained by
sudden flight, but they while their companions slept were toiling
upward in the night.”
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