Q: Who can join?
A: 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
Q: Can I join if I am not in the financial industry?
A: Because we believe in forming strategic partnerships and building strong networking bonds, we allow industry partners to join as members.
Q: How to do I join?
Q: What happens after I join?
A: 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.
Q: What are the benefits to membership?
A: 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!”
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