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.

A Year of Great Advice

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Top producers talk with Advisor Today one-on-one about what it takes to succeed.

Get Your YAT On

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Discover great ideas for YAT events with this recap of YAT Awareness Month.

PODCAST:
Being No. 1—And What You Need to Get There
 You don’t become the No. 1 agent at New York Life unless you really know how to run your practice. Carlos Lowenberg Jr. talks about what it takes to become one of the best in the business.

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.

Talking to Seniors

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Dan Taylor shares his secrets for talking to seniors without coming under regulatory fire.

Win Their Trust

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Affluent clients aren’t just going to hand you their money or their loyalty. Discover how to meet their high standards.

This Month on AdvisorToday.com

Building a Portable Office
Trying to cram your office into your briefcase? Get it right from the get-go before you get up and go.

The Right Questions
You can’t talk people into buying, but you can listen them into it. Questions are your greatest selling tool.

AT Asks!
How do you make your workweek more productive? Answer here. Or, use the poll comments to suggest something we didn’t cover!

Got LILI?
Looking for excellence in your life? Check out NAIFA’s Leadership in Life Institute, a leadership-development course exclusively for NAIFA members. Nearly 1,000 members have grown personally and professionally through LILI. Visit www.naifa.org/benefits/lili for more information.


   
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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