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.

How Does Your Practice Measure Up?

man looking at building comparung to success arrow

It’s time to honestly answer these questions about your production so you can make the necessary changes to grow your business.

Breaking Through: A Case Study

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Are you at a loss as to how to get to the next level in your business? See what one of your peers did to push past his personal barriers.

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.


Simple Sales Secrets

figure at podium

Sales guru Patrick Evans is bursting with ideas—simple and quick—that can help you rethink your presentations and sales approach.

This Month on AdvisorToday.com

Compliance
It isn’t easy to reach out to clients and prospects when you know Big Brother may be peering over your shoulder. In these two articles, Dave Willis expands on his coverage of the “compliance dragon” in this month’s cover story:

• Marketing in the Age of Compliance
• Resources You Can Use

Promote Referral Awareness
 Getting quality referrals from your clients may be as simple as asking them not to keep you and your practice a secret. Learn this no-fail technique from MDRT Top of the Table member Gary Thomas.

The Eight Criteria the Wealthy Use to Choose an Advisor
You’ve decided to pursue affluent clients in your business, but do you know what they are looking for in an advisor? Matt Oechsli, an authority on cultivating wealthy clients, talks with Advisor Today about how to position yourself as that go-to advisor.

 
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

March Is YAT Awareness Month
There’s still a week left during YAT Awareness Month, so check with your local association to see what YAT events are planned for your area. Or, if you would like to find the YAT Advisor Group near you, log on to www.NAIFA.org/yat to access the list of groups.

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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