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.



Service With Style
Fellow YAT member and MDRT producer Marc Bregman shares seven tips to help you brush up on your customer service skills.

A Lifestyle Decision
Bubba Alsup wanted more time with his wife and three children, so he moved from Texas to Montana, only to find that his RV sales job was still carving into his family time. Find out why he chose to go into life insurance sales instead.
Keep It REAL
Florida AIFA CEO Sharon Heierman recently attended one of John Maxwell's seminars. His four principles of leadership are exactly the starting point she recommends for getting positive results in your business and life.

Setting Up Your Own Financial Services Practice
There is so much to take care of before hanging out a shingle. Janet Arrowood has a list of what you need to do to stay on track and out of trouble.

This Month on AdvisorToday.com

Four Under 40: Advice for Success
The interviews with the under-40 stars of this month's Advisor Today yielded more pointers and techniques for surviving and thriving in this business.

It's Summer—and Time to Grow
Identifying what's stopping you is the first step toward getting where you want to be.

   

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