NAIFA Young Advisor Team (YAT) Survey

We want to better understand how to support you at your career stage. This short survey will help us improve your experience and ensure your membership delivers real value.

Question Title

* 1. What was your primary reason for joining NAIFA? (Select one)

Advocacy to Protect My Profession and my Clients

Networking and Support from a Professional Community

Access to Exclusive Member Benefits (Insurance, Tools, Discounts, etc.)

Encouragement by an Employer or Colleague

Differentiation and Credibility to Stand Out in the Profession

Education and Professional Development

Other (please specify)

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* 2. Thinking back to when you first joined, how clear was it how to get value from your membership?

Extremely clear

Very clear

Somewhat clear

Not so clear

Not at all clear

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* 3. Have you built at least one meaningful professional connection through NAIFA?

Yes

Not yet, but I would like to!

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* 4. Which of the following have you participated in during the last year? (Select all that apply)

National Events/Conferences

Webinars or Educational Programs

Online Communities or Discussions

Advocacy Efforts (Legislative Days, In-District Meetings, Fundraisers, Campaign Events, etc.)

None of the Above

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* 5. Have any of the following limited your participation? (Select any that apply)

Lack of Time

Not Aware of Opportunities

Content is Not Relevant to Me

Cost

Prefer Other Professional Communities

Not Sure Where to Start

Scheduling Conflicts

Other (please specify)

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* 6. Which ONE of the following has provided the most value to you so far?

Tools, Resources, or Benefits

Education / Professional Development

Advocacy / Industry Representation

Leadership / Volunteer Opportunities

Networking / Relationships

I have not yet received meaningful value

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* 7. How well does NAIFA currently support your specific business and career needs?

Extremely Well

Very Well

Moderately Well

Slightly Well

Not at All

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* 8. What is the one thing you need most right now in your career that NAIFA is not currently providing?

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* 9. To what extent do you feel like you belong in NAIFA?

I Strongly Feel I Belong

I Somewhat Feel I Belong

Neutral

I Slightly Feel I Don't Belong

I Do Not Feel I Belong

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* 10. How do you typically learn about NAIFA opportunities? (Select all that apply)

Chapter Communications

Social Media

NAIFA Website

Colleagues / Peers

I often don’t hear about opportunities

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* 11. How likely are you to continue your NAIFA membership?

Very Likely

Likely

Unsure

Unlikely

Very Unlikely

NAIFA Young Advisor Team (YAT) Survey

Question Title

* 1. What was your primary reason for joining NAIFA? (Select one)

Question Title

* 2. Thinking back to when you first joined, how clear was it how to get value from your membership?

Question Title

* 3. Have you built at least one meaningful professional connection through NAIFA?

Question Title

* 4. Which of the following have you participated in during the last year? (Select all that apply)

Question Title

* 5. Have any of the following limited your participation? (Select any that apply)

Question Title

* 6. Which ONE of the following has provided the most value to you so far?

Question Title

* 7. How well does NAIFA currently support your specific business and career needs?

Question Title

* 8. What is the one thing you need most right now in your career that NAIFA is not currently providing?

Question Title

* 9. To what extent do you feel like you belong in NAIFA?

Question Title

* 10. How do you typically learn about NAIFA opportunities? (Select all that apply)

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* 11. How likely are you to continue your NAIFA membership?

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* 12. If NAIFA could change or improve one thing to better serve advisors like you, what would it be?

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* 13. Please share your name.

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* 14. Please share your email address.