Welcome to Advisor Today’s YAT Chat, an online news and information source for members of NAIFA’s Young Advisors Team. To receive this e-newsletter each month in your email in-box, join YAT today.




Looking Back, Moving forward
As Jeff Fleming rounds out his year as YAT chair, his message is clear: YAT has accomplished much, and you have a lot to look forward to.

put your message in their hands
Direct mail sometimes gets short shrift as a prospecting tool. But John Graham has insights on why this tried-and-true method beats out its electronic counterparts: It takes more than a clilck to get rid of it.

living the entrepreneurial life

Tom Pallogudis was determined to have a career with no handcuffs. Lucretia DiSanto Jones talked to him about how he found that career in the insurance and financial services industry.

Improve your referral system
Most referral systems don't work, writes Bill Bachrach. But his MISC formula can help you convert more referrals into clients.

This Month on AdvisorToday.com

Where's your checklist?
Here's a checklist you can use to avoid sales call catastrophes.

the six principles of powerful persuasion
Do you want clients and prospects to say yes more often? Then you need to learn these principles.

   

 

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