Membership Questions?
Anyone in the Financial Services Arena comprised of the following disciplines: CPA or Tax Accountant, Financial Planning and Advising, Insurance, Investments, Banking and Trusts, Real Estate, Mortgage, and Attorney.
A: Because we believe in forming strategic partnerships, we allow a few industry partners to join as members up to 5% of our Total membership. Industry partners will be expected to submit a letter of intent explaining why they would like to join and how will their partnership benefit our membership and the board before they will be allowed to become a member. Spaces are limited and applications are reviewed on a first come, first serve basis.
Becoming a member is easy. Prospective members can join online, click here: Online Membership Application to complete the registration with a credit card.
What makes our organization unique is our high touch approach to engaging our membership. After we see your name on our membership roster, we will reach out to schedule your new member orientation to help you navigate our systems and events. During this time, we will explain the various ways to plug-in to WIFS including volunteer and sponsorship opportunities.
We welcome non-members to most events however a few are members only. Members have access to all local events and business services at discounted rates. Sponsorship opportunities, newsletters, and a listing in the local and national membership directory are also available to members only. In addition, members can attend the WIFS National Conference and all WIFS monthly webinars. Our events are key to finding tools/tips/techniques to grow your business! Many of the best things about WIFS also happen outside of our events through members reaching out to each other and “paying it forward!”
Anyone in the Financial Services Arena comprised of the following disciplines: CPA or Tax Accountant, Financial Planning and Advising, Insurance, Investments, Banking and Trusts, Real Estate, Mortgage, and Attorney.
Because we believe in forming strategic partnerships, we allow a few industry partners to join as members up to 5% of our Total membership. Industry partners will be expected to submit a letter of intent explaining why they would like to join and how will their partnership benefit our membership and the board before they will be allowed to become a member. Spaces are limited and applications are reviewed on a first come, first serve basis.
Becoming a member is easy. Prospective members can join online, click here: Online Membership Application to complete the registration with a credit card.
What makes our organization unique is our high touch approach to engaging our membership. After we see your name on our membership roster, we will reach out to schedule your new member orientation to help you navigate our systems and events. During this time, we will explain the various ways to plug-in to WIFS including volunteer and sponsorship opportunities.
We welcome non-members to most events however a few are members only. Members have access to all local events and business services at discounted rates. Sponsorship opportunities, newsletters, and a listing in the local and national membership directory are also available to members only. In addition, members can attend the WIFS National Conference and all WIFS monthly webinars. Our events are key to finding tools/tips/techniques to grow your business! Many of the best things about WIFS also happen outside of our events through members reaching out to each other and “paying it forward!”
I was invited to the Annual Dinner and didn't know what WIFS was or what they did. I have a brief encounter with Marci David and she immediately inspired me to pursue my dreams. Soon after, I reached out to Marcy to tell her I had applied for a new position. She offered to help me with my resume and prep for the interview. I felt supported and empowered.
I have enjoyed being a part of WIFS for several years, and being a sponsor has increased my connections with the group. I love having the opportunity to share my business with other members; but the greatest benefit is being a part of the energy and enthusiasm of this wonderful organization. I am honored to be able to contribute to the success of WIFS.
State Farm Insurance Companies are supportive of organizations, such as WIFS, that offer our agents an opportunity for networking and personal development. The Portland Chapter of WIFS does that and more. They are truly reflective of the mission statement for WIFS and we are proud to be a sponsor for the Portland Chapter.
Meet Your Membership Committee
Kate Beck
Committee Co-Chair
