{"id":13999,"date":"2026-07-02T09:00:40","date_gmt":"2026-07-02T13:00:40","guid":{"rendered":"https:\/\/www.naylor.com\/associationadviser\/?p=13999"},"modified":"2026-07-24T02:42:45","modified_gmt":"2026-07-24T06:42:45","slug":"redefining-membership-from-the-ground-up-jordan-debettencourt-vice-president-of-membership-engagement-finseca","status":"publish","type":"post","link":"https:\/\/www.naylor.com\/associationadviser\/redefining-membership-from-the-ground-up-jordan-debettencourt-vice-president-of-membership-engagement-finseca\/","title":{"rendered":"Redefining Membership from the Ground Up: Jordan DeBettencourt, Vice President of Membership &#038; Engagement, Finseca"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"13999\" class=\"elementor elementor-13999\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4f1e5eab elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4f1e5eab\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-51c6a2e5\" data-id=\"51c6a2e5\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4dd6102d elementor-widget elementor-widget-text-editor\" data-id=\"4dd6102d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<figure id=\"attachment_13853\" aria-describedby=\"caption-attachment-13853\" style=\"width: 300px\" class=\"wp-caption alignright\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-13853 size-full\" src=\"https:\/\/www.naylor.com\/associationadviser\/wp-content\/uploads\/sites\/2\/2026\/06\/Untitled-design-13.png\" alt=\"\" width=\"300\" height=\"450\" srcset=\"https:\/\/www.naylor.com\/associationadviser\/wp-content\/uploads\/sites\/2\/2026\/06\/Untitled-design-13.png 300w, https:\/\/www.naylor.com\/associationadviser\/wp-content\/uploads\/sites\/2\/2026\/06\/Untitled-design-13-200x300.png 200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><figcaption id=\"caption-attachment-13853\" class=\"wp-caption-text\">Jordan DeBettencourt, Vice President of Membership &amp; Engagement, Finseca. Reach him at <a class=\"Hyperlink SCXW212596533 BCX8\" href=\"mailto:jdebettencourt@finseca.org\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"TextRun Underlined SCXW212596533 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW212596533 BCX8\" data-ccp-charstyle=\"Hyperlink\">jdebettencourt@finseca.org<\/span><\/span><\/a><a class=\"Hyperlink SCXW19929318 BCX0\" href=\"mailto:jdebettencourt@finseca.org\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"TextRun Underlined SCXW19929318 BCX0\" lang=\"PT-BR\" xml:lang=\"PT-BR\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW19929318 BCX0\" data-ccp-charstyle=\"Hyperlink\">&nbsp;<\/span><\/span><\/a>or connect with him on <a href=\"https:\/\/www.linkedin.com\/in\/jordan-debettencourt-5472476a\/\">LinkedIn<\/a>.<\/figcaption><\/figure>\n<p><span data-contrast=\"none\">When most of your members operate inside large organizations, an individual self-paid enrollment model will only take you so far. <\/span><a href=\"https:\/\/www.finseca.org\/\"><span data-contrast=\"none\">Finseca<\/span><\/a><span data-contrast=\"none\">, the professional association for financial security professionals, recognized that gap and rebuilt its membership structure around how its members actually operate.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">The redesign centered on firm-level billing and operationally embedded renewals\u2014structures that removed friction for members and created more durable retention at scale. Alongside that, Finseca built a Member Health Score, a composite engagement metric tracking tenure, activity, and company affiliation, that gave staff an ongoing read on renewal risk throughout the year and enabled earlier, more targeted outreach. Finseca\u2019s subsequent 2025 membership campaign resulted in an 87% renewal rate, exceeded goals, and took home a <\/span><a href=\"https:\/\/www.asaecenter.org\/about-us\/news_releases\/2026\/asae-announces-2026-gold-circle-award-recipients\"><span data-contrast=\"none\">2026 ASAE&nbsp;Gold Circle Award<\/span><\/a><span data-contrast=\"none\">.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">Jordan DeBettencourt, Vice President of Membership and Engagement at&nbsp;Finseca, led this work. In this conversation with Association Adviser, he explains what it took to embed membership into firm operations, how the Member Health Score changed the way his team makes&nbsp;decisions across the year, and what associations navigating similar growth should think through&nbsp;when beginning similar endeavors.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><b><span data-contrast=\"none\">Association Adviser:&nbsp;What was the core problem you were trying to solve with the membership redesign?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><b><span data-contrast=\"none\">Jordan DeBettencourt:<\/span><\/b><span data-contrast=\"none\">&nbsp;Between 2020 and 2025,&nbsp;Finseca&nbsp;grew from&nbsp;roughly 3,000&nbsp;to&nbsp;nearly 13,000&nbsp;members,&nbsp;and was&nbsp;on a path to&nbsp;growing to&nbsp;40,000 members&nbsp;by the end of the decade.&nbsp;While we were growing quickly,&nbsp;we&nbsp;realized we were still&nbsp;operating&nbsp;a fundamentally individual,&nbsp;self-paid enrollment structure in a world where most of our members sat inside larger&nbsp;organizations.&nbsp;So,&nbsp;we had to get creative, especially given&nbsp;the fact that we needed&nbsp;to&nbsp;scale&nbsp;not only&nbsp;our growth, but also&nbsp;our engagement and renewal strategies.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">The self-paid model&nbsp;assumes&nbsp;a member proactively decides to renew every year. That works fine&nbsp;with&nbsp;3,000 members, but at 13,000,&nbsp;you&#8217;re&nbsp;relying on thousands of individual discretionary decisions,&nbsp;and&nbsp;that&#8217;s&nbsp;a fragile foundation&nbsp;when so many are&nbsp;relatively new&nbsp;members&nbsp;(or&nbsp;new within the last&nbsp;few&nbsp;years). The redesign was about recognizing that our&nbsp;membership&nbsp;had to&nbsp;align&nbsp;with&nbsp;and leverage&nbsp;how&nbsp;our&nbsp;target companies&nbsp;operate, not&nbsp;ask&nbsp;companies&nbsp;to work around our membership structure.<\/span><\/p>\n<p><b><span data-contrast=\"none\">AA:&nbsp;What did it&nbsp;actually mean&nbsp;to &#8220;embed membership into&nbsp;company&nbsp;operations,&#8221; and how did you get&nbsp;new&nbsp;partners on board?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><b><span data-contrast=\"none\">JD:<\/span><\/b><span data-contrast=\"none\">&nbsp;<\/span><span data-contrast=\"none\">Embedding membership operationally meant moving renewals&nbsp;from a personal decision to a structural one.&nbsp;Many financial services organizations have&nbsp;existing&nbsp;strong cultures and structures in place. We wanted to allow our membership models to align with these existing structures. This includes everything from internal payment schedules,&nbsp;stakeholders, spokespeople, finance teams, etc.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">Getting partners on board&nbsp;required&nbsp;leadership-level conversations. We needed a decision maker who&nbsp;understood how the company&nbsp;operates&nbsp;and how we can layer&nbsp;onto to&nbsp;the existing systems. They&nbsp;also needed to be&nbsp;senior enough&nbsp;to&nbsp;authorize changing\u202fhow\u202fmembership flowed&nbsp;through&nbsp;their systems.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">These conversations sometimes included&nbsp;both internal and external stakeholders, board members,&nbsp;Finseca&nbsp;executives, etc.&nbsp;The value proposition also had to&nbsp;shift. Instead of &#8220;here&#8217;s why you&nbsp;(as an advisor)&nbsp;should join,&#8221; it became &#8220;here&#8217;s why this is good for your&nbsp;company&nbsp;culture, retention of your own people, alignment with your business model,&nbsp;and&nbsp;for the industry&nbsp;in general.&#8221;\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\"><div class=\"box success aligncenter\"><div class=\"box-inner-block\"><i class=\"tieicon-boxicon\"><\/i>\n\t\t\t<em>&#8220;Getting partners on board required leadership-level conversations. We needed a decision maker who understood how the company operates and how we can layer onto to the existing systems.&#8221;<\/em>\n\t\t\t<\/div><\/div><\/span><\/p>\n<p><b><span data-contrast=\"none\">AA:&nbsp;How did dues restructuring connect to the enterprise model, and how did you manage member expectations through that change?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><b><span data-contrast=\"none\">JD:<\/span><\/b><span data-contrast=\"none\">&nbsp;At our core,&nbsp;our members are individual financial advisors, and that&nbsp;hasn\u2019t&nbsp;changed. And we believe&nbsp;our&nbsp;members need to have skin in the game and be paying for their&nbsp;memberships. Where we have evolved is&nbsp;how we get paid. We recognized&nbsp;that&nbsp;we&nbsp;don\u2019t&nbsp;need to have every advisor give us their credit card directly.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">As an example,&nbsp;many insurance carriers have sales offices around the country,&nbsp;and many of those offices are&nbsp;run&nbsp;by our members. Any one of those offices may have 20-200 financial advisors. What we realized is that the advisors in those offices would rather pay their office directly and have the office then pay us the total rather than signing&nbsp;up under a credit card.&nbsp;So not only does&nbsp;that process&nbsp;help us&nbsp;scale,&nbsp;but it&nbsp;is&nbsp;actually giving our members what they want in many cases.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">This allows us to centralize billing and then helps us from an engagement standpoint,&nbsp;as well,&nbsp;because&nbsp;an&nbsp;entire office is on the same onboarding plan and schedule.&nbsp;And,&nbsp;it&nbsp;puts us in a place where we&nbsp;don\u2019t&nbsp;need to slash our prices and change the end model.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><b><span data-contrast=\"none\">AA:&nbsp;Can you talk about the Member Health Score\u2014what does it measure, and did implementation change how your team&nbsp;operated?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\"><\/span><b><span data-contrast=\"none\">JD:<\/span><\/b><span data-contrast=\"none\">&nbsp;Our Member Health Score allows us to track&nbsp;engagement&nbsp;data on our members.&nbsp;This approach segmented members by a combination of tenure, engagement activity&nbsp;(in-person and&nbsp;virtual),&nbsp;and&nbsp;company&nbsp;to&nbsp;identify&nbsp;renewal risk signals.&nbsp;To&nbsp;start,&nbsp;we wanted to&nbsp;identify&nbsp;members&nbsp;who&nbsp;were least&nbsp;likely to renew.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">As an example,&nbsp;a member who would have been tagged as RED (high renewal risk) would be a new member who signed up on their own on a credit card, has been a member for&nbsp;six&nbsp;months, and&nbsp;hasn\u2019t attended any webinars&nbsp;or&nbsp;events or opened any e-mail. Those people need attention,&nbsp;and if&nbsp;we\u2019re&nbsp;able to save even half of the members that fit that criteria,&nbsp;suddenly,&nbsp;we\u2019re&nbsp;making meaningful&nbsp;improvements&nbsp;to&nbsp;our&nbsp;renewal rates.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">Staff reviewed that data monthly and quarterly, which meant we weren&#8217;t looking at retention as an annual problem anymore. Instead, we were watching the trend lines in real time. The operational shift was significant: Instead of a renewal-season scramble, our team was making resource-allocation decisions throughout the year based on where the risk was clustering. This shift led to a more personalized and earlier\u202ftouchpoint,\u202fnot just 60- and 30-day reminders. This became the intervention tool for first-year and at-risk members specifically, which is where our first-year retention results showed this was working.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<div class=\"box success aligncenter\"><div class=\"box-inner-block\"><i class=\"tieicon-boxicon\"><\/i>\n\t\t\t&#8220;The operational shift was significant: Instead of a renewal-season scramble, our team was making resource-allocation decisions throughout the year based on where the risk was clustering. This shift led to a more personalized and earlier\u202ftouchpoint,\u202fnot just 60- and 30-day reminders&#8221;\n\t\t\t<\/div><\/div>\n<p><b><span data-contrast=\"none\">AA:&nbsp;When a member was flagged as at-risk, what did proactive engagement actually look like?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><b><span data-contrast=\"none\">JD:<\/span><\/b><span data-contrast=\"none\">&nbsp;<\/span><span data-contrast=\"none\">What we built was\u202fan ongoing read on where members were in their journey, and we responded to that in real time rather than waiting for a renewal window to tell us something was wrong.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">For first-year members, the intervention started before any risk signal appeared. A new member got a personal welcome from our&nbsp;staff&nbsp;early on,&nbsp;welcoming them to the organization and&nbsp;identifying&nbsp;a personal contact they can reach out to,&nbsp;and putting a face to the name. The thinking was straightforward: early disconnection is the most common path to non-renewal, and you&nbsp;can&#8217;t&nbsp;wait until month&nbsp;10&nbsp;to address it.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">For at-risk members we&nbsp;identified&nbsp;through our tracking, the engagement tools varied by situation. For someone who&nbsp;wasn&#8217;t&nbsp;opening emails,&nbsp;we&#8217;d&nbsp;try&nbsp;a phone call. For a&nbsp;company that had some&nbsp;members&nbsp;who&#8217;d&nbsp;gone quiet,&nbsp;we&#8217;d&nbsp;leverage&nbsp;their firm contacts&nbsp;rather than&nbsp;going&nbsp;directly to the individuals&nbsp;because the relationship with the&nbsp;internal&nbsp;leader was often stronger than&nbsp;our&nbsp;relationship with the advisor.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">For the members who were episodically engaged,&nbsp;showing up for one event and then disappearing,&nbsp;we&#8217;d&nbsp;send a targeted invitation to a specific program relevant to their work. Not a general &#8220;here&#8217;s everything&nbsp;Finseca&nbsp;offers&#8221; message, but instead, something like:&nbsp;\u201cWe&#8217;re running Conversations that Close next week,&nbsp;and based on what we know about your practice, this is the one you should be at.\u201d<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">The thing that changed operationally was that\u202four\u202fteam stopped thinking in&nbsp;terms of&nbsp;renewal cycles and started&nbsp;considering&nbsp;member health over time. Monthly and quarterly check-ins on engagement data meant we&nbsp;weren&#8217;t&nbsp;ever surprised. And honestly, that shift in how we tracked&nbsp;things is&nbsp;probably what&nbsp;drove the first-year retention number&nbsp;to go&nbsp;32% over budget. You&nbsp;can&#8217;t&nbsp;address what&nbsp;you&#8217;re&nbsp;not watching.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<div class=\"box success aligncenter\"><div class=\"box-inner-block\"><i class=\"tieicon-boxicon\"><\/i>\n\t\t\t&#8220;The thing that changed operationally was that\u202four\u202fteam stopped thinking in terms of renewal cycles and started considering member health over time. Monthly and quarterly check-ins on engagement data meant we weren\u2019t ever surprised.&#8221;\n\t\t\t<\/div><\/div>\n<p><b><span data-contrast=\"none\">AA:&nbsp;Your inclusion efforts seem to have been built into the strategy rather than running separately. How did that shape design and delivery?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><b><span data-contrast=\"none\">JD:<\/span><\/b><span data-contrast=\"none\">&nbsp;<\/span><span data-contrast=\"none\">The most important design decision was using data to&nbsp;identify&nbsp;who&nbsp;wasn&#8217;t&nbsp;engaging\u202frather than defaulting to broad uniform outreach. That sounds simple,&nbsp;but&nbsp;it&#8217;s&nbsp;actually a&nbsp;significant departure from how most associations run communications, in which everyone gets the same messaging\u2014one newsletter, one renewal sequence, etc. When you look at which segments were historically under-engaged or at higher churn risk, you can design interventions that&nbsp;actually reach&nbsp;them.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">The&nbsp;World Financial Group (WFG)&nbsp;partnership is the clearest example.&nbsp;WFG is one of the largest life insurance distribution organizations in the country.&nbsp;Over 50%&nbsp;of its agent force is female,&nbsp;with&nbsp;thousands of&nbsp;first-generation&nbsp;Americans and many&nbsp;with less than&nbsp;five&nbsp;years in this profession. Prior to 2024,&nbsp;they&nbsp;didn\u2019t&nbsp;really&nbsp;have&nbsp;a home in the association world until Finseca brought them into the organization. The group&nbsp;represents&nbsp;areas where our profession needs to continue to grow and develop leaders.\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">That relationship required dedicated infrastructure, with&nbsp;a landing page, an exclusive&nbsp;webinar&nbsp;series hosted by the CEO, an in-person event in DC,&nbsp;and&nbsp;mainstage time at the leadership conference. None of that would have happened if inclusion was an afterthought. The business case was also clear: WFG&#8217;s network is 75,000+ agents&nbsp;with&nbsp;over 60 languages&nbsp;and&nbsp;55% minority participation. If your model only serves one type of financial services professional,&nbsp;you&#8217;re&nbsp;leaving&nbsp;a significant portion&nbsp;of the profession\u2014and the families they serve\u2014outside the tent.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">The board diversity piece reinforces this architecturally. When the people making strategic decisions represent the full distribution of the profession\u2014by firm type, career stage, and distribution model\u2014the strategy that comes out of those conversations is structurally more likely to serve the whole membership.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><b><span data-contrast=\"none\">AA:&nbsp;For an association earlier in this journey,&nbsp;what&#8217;s&nbsp;the most&nbsp;important decision&nbsp;they need to&nbsp;get&nbsp;right?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><b><span data-contrast=\"none\">JD:<\/span><\/b><span data-contrast=\"none\">&nbsp;<\/span><span data-contrast=\"none\">First, know your members. Know how they like to be communicated&nbsp;with&nbsp;and&nbsp;what benefits they&nbsp;value\u2014and equally important,&nbsp;know what they&nbsp;don\u2019t&nbsp;like and&nbsp;don\u2019t&nbsp;want to see.&nbsp;Early on, identify who your membership champions within your membership&nbsp;are&nbsp;and make it as&nbsp;<\/span><b><span data-contrast=\"none\">easy<\/span><\/b><span data-contrast=\"none\">&nbsp;as possible to help.&nbsp;So many people are willing to help\u2014you just need to give them a blueprint.&nbsp;The goal should be minimum input and maximum output when working with members.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">Second,&nbsp;don&#8217;t&nbsp;try to build one model that fits everyone. The instinct at most associations is to simplify\u2014one price, one enrollment path,&nbsp;and&nbsp;one renewal sequence.&nbsp;Finseca&#8217;s&nbsp;results suggest the opposite approach works better:&nbsp;creating&nbsp;flexible structures that meet each distribution type where they are operationally.&nbsp;That&#8217;s harder to build and explain, but it&#8217;s what actually drives retention at scale.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p>Photo courtesy of Summit Art Creations\/<a href=\"http:\/\/Shutterstock.com\">Shutterstock.com<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>When most of your members operate inside large organizations, an individual self-paid enrollment model will only take you so far. Finseca, the professional association for financial security professionals, recognized that gap and rebuilt its membership structure around how its members actually operate.&nbsp; The redesign centered on firm-level billing and operationally embedded renewals\u2014structures that removed friction [&hellip;]<\/p>\n","protected":false},"author":26,"featured_media":14900,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31,48],"tags":[1722,114,1719,121,74],"class_list":["post-13999","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-features","category-leaders-table","tag-association-adviser","tag-association-leadership","tag-leaders-table","tag-leadership-2","tag-membership-2"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Redefining Membership from the Ground Up: Jordan DeBettencourt, Vice President of Membership &amp; Engagement, Finseca<\/title>\n<meta name=\"description\" content=\"Discover how Finseca redesigned its membership model with firm-level billing and a data-driven Member Health Score to achieve an 87% renewal rate and award-winning member engagement.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.naylor.com\/associationadviser\/redefining-membership-from-the-ground-up-jordan-debettencourt-vice-president-of-membership-engagement-finseca\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Redefining Membership from the Ground Up: Jordan DeBettencourt, Vice President of Membership &amp; Engagement, Finseca\" \/>\n<meta property=\"og:description\" content=\"Discover how Finseca redesigned its membership model with firm-level billing and a data-driven Member Health Score to achieve an 87% renewal rate and award-winning member engagement.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.naylor.com\/associationadviser\/redefining-membership-from-the-ground-up-jordan-debettencourt-vice-president-of-membership-engagement-finseca\/\" \/>\n<meta property=\"og:site_name\" content=\"Association Adviser\" \/>\n<meta property=\"article:published_time\" content=\"2026-07-02T13:00:40+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-24T06:42:45+00:00\" \/>\n<meta name=\"author\" content=\"Association Adviser staff\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Association Adviser staff\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.naylor.com\\\/associationadviser\\\/redefining-membership-from-the-ground-up-jordan-debettencourt-vice-president-of-membership-engagement-finseca\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.naylor.com\\\/associationadviser\\\/redefining-membership-from-the-ground-up-jordan-debettencourt-vice-president-of-membership-engagement-finseca\\\/\"},\"author\":{\"name\":\"Association Adviser staff\",\"@id\":\"https:\\\/\\\/www.naylor.com\\\/associationadviser\\\/#\\\/schema\\\/person\\\/3295b0ebb50ab785127c67672b4314ed\"},\"headline\":\"Redefining Membership from the Ground Up: Jordan DeBettencourt, Vice President of Membership &#038; 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