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.

Bridging the Gap

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Gray hair and crow’s-feet are an asset in this industry. Ellen Eichelbaum explains how young advisors can win the business of older generations.

Staying Out of Trouble, Staying In Business

shaking of several hands

Navigate the waters of the highly regulated investment industry while keeping your clients happy with these tips from Katherine Vessenes.

PODCAST:
Tapping Into the Retirement Market
 Michael Shumway has built a Top of the Table practice by mining huge, untapped areas of the retirement marketplace. Assisting federal government employees, as well as navigating 403(b) and 457(b) plans are just two of the topics he discusses.

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.

Closing the Sale—With Your Client’s CPA

angry

Edward A. Radosh shows you how to handle an awkward question that every advisor dreads.

Referral Radar System

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This system from Matt Anderson will help you gauge whether a prospective referral partner is a keeper or a dead-end.

This Month on AdvisorToday.com

Planning for Peak Performance
Carefully planning and tracking your days and quarters can make the difference between an OK practice and one that thrives.

A Gentle Reminder
Ethics training is important, even if you’re sure you always do the right thing.

AT Asks!
What’s your favorite way to revitalize your staff in the summertime? 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.
 

 

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