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.

The Midas Touch

Don’t leave sales opportunities behind for someone else to take advantage of, says Mitchell Wm. Ostrove.

Wrapping Up

eyeball with killer search apps written

With NAIFA’s year drawing to a close, YAT Chair Greg Bailey bids farewell with a taste of what’s to come.

PODCAST:
How to Delegate Effectively—and Better Leverage Your Staff
 As an advisor, you should only be prospecting, selling and delegating, says practice-management guru Gina Pellegrini. Your assistant or staff should be handling all the rest. If you have no idea how to start—or how to undo bad habits—Pellegrini has some great pointers.

Digital Magazine
Have you seen the digital edition of Advisor Today? Check it out here—you get the entire print version of the magazine in an easy-to-read online format. If you’d like to switch your subscription from print to digital, send an email to subscribe_digital@naifa.org.


Rings of Fire

shaking of several hands

Dean Zayed explains what you need to know about compliance.

More Tips From the MDRT Annual Meeting

hands on keyboard

Learn from the best how to avoid a no-show, create a “prospecting” card and resist the temptation to talk your client out of a sale.

This Month on AdvisorToday.com

Pick a Position
Want clients to think of you first and prospects to find you fast? Go beyond branding and learn how to position yourself for the business you want.

Surprise and Delight
When you gather intelligence—when you ask questions and really listen to the answers—you’ll discover your prospects’ “passion points.”

AT Asks!
What’s the best strategy for connecting with Boomers? Answer here. Or, use the poll comments to suggest something we didn’t cover!

Join us at the NAIFA Convention!
YAT will be offering a series of activities at NAIFA’s Convention and Career Conference, Sept. 8-12 in Washington, D.C. It is an excellent opportunity for you to network with your peers, get involved with YAT activities and participate in vital programming to improve your bottom line. To learn more, click here, or email yat@naifa.org.


   
Just for You
AdvisorToday.com has a resource section especially for new advisors. Visit Your First Four Years for helpful information on succeeding early in your career.
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