Build Your Professional Network through Social Impact Campaign

The NFEC provides local and regional financial service providers with ways to expand their professional networks through our community financial wellness social impact campaign.

When building a business or social impact campaign, relationships are an essential piece of each initiative’s success. Strategic relationships across key community sectors can provide ongoing benefits to those working in financial services.

Without a ‘cause,’ relationships can take longer to develop and your pitch to form these partnerships feels like the same thing your competitors are offering. Adding the financial wellness cause to your relationship-building strategy gives you a unique reason to reach out and initial conversations can center around a shared mission. This value alignment helps build trust over time, which is essential to establish lasting relationships.

Advisory Board

The NFEC’s State & Local Advisory Board members come from diverse backgrounds, yet share one common goal – to help push the financial wellness movement forward. Board members serve in a variety of roles to support the Leadership Team to develop leading educational resources, expand our business, and create positive social change.

Only one board member from each of the categories below are eligible to serve – which limits competition and helps you connect with other Board Members who have non-competing interests.

  • Banks, Credit Unions, & Neobanks
  • Financial Advisors, Broker Dealers, & similar
  • Insurance Representatives & Organizations
  • Realtors & Real Estate Salespeople
  • Real Estate Financing Companies
  • Other Real Estate Services
  • Accountants, CPAs, & Tax Professionals
  • Financial Educators
  • Financial Coaches & Counselors
  • Other Categories

Beneficiary Organizations

Your participation in the community financial wellness campaign provides beneficiary organizations (nonprofits, schools, small businesses, and other groups) with resources and support that help them develop financial education programming.

We build relationships with these groups in your community and credit you with the donation of financial wellness programming. As they access the resources and engage with the materials, they become aware of you and your organization. This connection also provides you with opportunities to speak and interact with them through various promotions and programming.

Local Centers of Influence (COIs)

Without a good reason, building local relationships with influencers becomes challenging. Financial wellness gives us a powerful social cause that helps your campaign director build relationships with fellow leaders in your community.

We reach out to government groups, influencers, trade associations, and other organizations that help promote financial wellness and foster relationships that can benefit your business.

Local Promotions & Events Opportunities

Deepen the relationship between Board Members and local partners through participating in NFEC-led local promotions and events. Although this step is optional, the added engagement can help you develop personal relationships and expand your network.

The monthly promotions are all focused on financial education. We lead select promotions on your behalf and you can participate in all the promotions with the resources we provide through our community financial wellness campaign. Each promotion gives you ways to increase awareness, align your business with financial wellness, and connect with others in your community.

Help Us Reach Every Community with Financial Education – We Reciprocate by Providing You Benefits that Address Many of Your Core Business Objectives.

Popular Articles: Additional Topics of Interest for Financial Service Professionals

Brand Positioning that Stands Out Above Your Competitors

Be the ‘Financial Wellness’ provider your neighbors think of first for their Financial Service needs. A subtle shift in brand can yield long-term returns.

Join Our State Financial Education Advisory Board

Feel a passion for encouraging financial wellness and want to share your expertise to support your community to work toward greater financial security? Join our Advisory Board.

Solve Your Major Marketing Challenges by Answering the Call to Public Service

Help us reach every corner of America with financial education programming. We reciprocate by giving you a comprehensive, omnichannel marketing campaign.

Corporate Social Responsibility Managed Programming

Fulfill your Corporate Social Responsibility (CSR) objectives and create a measurable social impact in targeted geographic communities.

Supporting the Business Growth of Our Financial Service Partners

How financial service providers can grow their businesses by making a substantial difference in people’s lives in their communities.