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Overcoming DI Roadblocks: Two Case Studies

DI

Selling DI insurance is not “too hard.” It just takes knowledge of how to properly approach each case. DI expert Scott Fowler shows you how to avoid two common DI errors.

Learn to Keep Your Book Full

appointment book

In his second year in the business, Brad Burton was able to put an extra zero after his first year’s salary, and he did it by being aggressive about referrals.


Interviewing Referral Partners

interview

Many advisors fail to vet their referral partners—to the detriment of their business. These questions will help you put this important process in place in your practice.

Catch the NAIFA Wave!
Plan to Attend the 2008 NAIFA Convention and Career Conference

Join your fellow NAIFA members this Sept. 6-10 in San Diego for a stellar lineup of speakers, workshops, educational sessions and much, much more.
For more information or to register, visit www.naifa.org/convention.

April 2008 cover DIGITAL MAGAZINE
CLICK HERE to get the digital edition of Advisor Today magazine, peruse the current issue, refer to an article in a previous issue or search the archives from August 2006 forward. It’s time to try out your digital magazine.

News to Use

Spread the Word
Order your YAT promotional items online at the NAIFA Marketplace.

Looking for Excellence in Your Life?
Check out NAIFA’s Leadership in Life Institute, a leadership-development course designed exclusively for NAIFA members. Nearly 1,000 members have grown personally and professionally through LILI. Visit www.naifa.org/benefits/lili for more information.

Have You Heard?
The Young Advisors Team (YAT) isn’t just for those 40 and under anymore! YAT’s mission is to serve the needs of NAIFA’s 40 and under advisors, and those within their first five years in the industry, by providing the resources to succeed in the financial services industry. Check us out at www.naifa.org/benefits/yat.

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.
Renew your membership online at www.naifa.org/renew. Pay by credit card, check or sign up for the monthly installment bank draft program. For more information, contact the Member Service Center at 877-TO-NAIFA or membersupport@naifa.org.
   

 

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