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.




YATs DELIVER GREAT RESULTS

When called to the task, these YAT members organized one of the most successful events ever. This proves that if given a chance to serve NAIFA, young advisors will achieve extraordinary results.

Funding Higher Education
Help your clients navigate the unfamiliar—and sometimes uncharted—territory of funding higher education. Arrowood gives you insight on which savings plans are the most beneficial to maximize the aid your clients’ children receive.

FIND THE TIME

Adam Solano is a busy man. With four kids under the age of 6, he still finds time to serve NAIFA on three levels. Find out why this young advisor does what he does and what he thinks NAIFA’s greatest benefits are.

INFLUENTIAL ADVISORS: YOUR KEY TO CONSISTENT REFERRALS
Influential advisors can help you tremendously as you try to generate high-quality referrals. This article shows you how to build long-term relationships with influential advisors.

This Month on AdvisorToday.com

Store or Shred?
Learn what documents to keep and which you can toss. Plus links to websites for trickier cases.

Sharpen Your Ethics
Take LIMRA’s “Ethics Self-Rater” and see where you stand—and where you can stand to improve.

   

 

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