1. NAIFA Buddy System 1 Prepared by: Mark McKell, NAIFA Membership Chair, President, 951-544-6426, mark@mckellpartners.com

2. 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

3. 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 3

4. 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 23 rd ? Do you know how to RSVP on the website? Great, see you then! 4

5. 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 5

6. 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.” 6