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.




Running a Smart Business
Are you making the most of your potential? Even if you’re doing well, certain obstacles might be getting in the way of true success. Bill Bachrach shares three ways to make sure you don’t fall into any “dumb” traps.

Putting the FSS to Work for You
The new designation, offered by NAIFA and The American College, will help you make sense of our increasingly complex industry. Jeff Fleming, the national YAT chair, has the details.

The Only Option

When he was young, Lane Boozer attended state association conventions with his father. Now the 37-year-old works in the family agency, and he can’t imagine not being part of NAIFA. Find out why.

Six Secrets to Stellar First Impressions
First impressions aren’t always fair or accurate, but people often base their subsequent interactions with others on these initial impressions. Jack Perry offers six tips to help you break the ice.

This Month on AdvisorToday.com

Improving Relationship Management
Don’t leave your relationship and reputation with your clients up to chance; use this three-step process to improve both.

Benefits of 529 Plans
With higher-education costs spiraling upward, 529 plans are a great sell.

   

 

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