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
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YAT today.
Make It Personal
Jay Stubbs shows you how to personalize your sales process and elicit not just referrals, but testimonials, too.
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How to Succeed in Your First Four Years
It’s tough to keep your head above water when you are just starting out in the profession. Veteran agents share tips you can use to build a strong practice. |
Digital Magazine
Have you seen the new 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. |
Don’t Forget…
March is YAT Awareness Month!
YAT’s mission is to make sure that young and new advisors have the tools they need to succeed in the financial-services business. To highlight that mission, March has been designated YAT Awareness Month. Check with your local to see what YAT activities are being offered in your area. If you are a local exec or chair, visit the YAT webpage (www.naifa.org/yat) for suggested activities you can host in your local. |
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Effective Mentoring
Discover what to look for in a mentor and how to make the most of your relationship with him with these tips from S. Gary Snodgrass. |
The Killer Search Apps
Oops, where did that file go on your hard drive? Kip Gregory points you to the sleuthing tools that will reunite you with your important documents in a snap. |
AT Asks!
More than anything else, what kept you going during your first years in the business? Answer here. |
Got LILI?
Looking for excellence in your life? Check out NAIFA’s Leadership in Life Institute, a leadership-development course exclusively for NAIFA members. Nearly 1000 members have grown personally and professionally through LILI. Visit www.naifa.org/benefits/lili for more information. |
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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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