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.




Mentoring for Success
Janet Arrowood explains how a mentoring relationship can help you reap unlimited benefits in your financial services career—and stay tuned for YAT’s new online mentoring program.

Good Habits
Building a good relationship with your client depends on your ability to develop several key traits. For the past decade, Chris Staples has been doing just that, and here’s what he discovered.

Someone to Count On

Part of owning your business involves managing your cash flow—and that means you should see your bank as a business partner. Brian Evans offers CFO wisdom on how to build that relationship into a successful one.

7 Ways to Effectively Manage Older Workers
Generation-X managers are finding themselves leading people their parents’ age. Ray Pelletier writes about generational differences—and how you can use your understanding of them to avoid a disconnect.

This Month on AdvisorToday.com

The Sales Power of Storytelling
No matter how young you are, there’s a story you can tell that will connect you with your older clients.

Success—It’s All in the Mind
Here are three laws that can help put you on the road to career and life success.

   

 

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