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.

Go Team!

Combining joint sales work opportunities with mentor relationships means more business for everyone, according to Bill Barbee.

Creating Buzz

eyeball with killer search apps written

Stay front and center in prospects’ minds with a public-relations program involving journalists as well as community and industry leaders.

PODCAST:
Transitioning to a Fee-Based Practice
 If you’ve ever considered moving to a fee-based practice, then industry veteran Lloyd Lowe Sr. has tips for you. He describes how he made the smooth—albeit labor-intensive—transition from commissions to fees in his business.

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.


Stop Email Insanity

shaking of several hands

Lauren Rikleen offers six steps to help you take back control of your in-box.

People Love Specialists

hands on keyboard

Phil Richards’ five-part interview process will help build a relationship with prospects in professional niches.

This Month on AdvisorToday.com

LTCI Claims to the Contrary
Through ongoing communication, you can better educate LTCI prospects about what to expect from the claims process.

Life, These Days
Ethics training is important, even if you’re sure you always do the right thing.

AT Asks!
What is your favorite tip for closing a sale? 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.
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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