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
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YAT today.
Exercise Your Way to Success
You’re a young advisor, and you want to stay that way. Here’s NAIFA CEO David F. Woods’ secret to staying young, boosting your self-esteem, lowering your stress and giving you an extra push to start the day.
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Voicemail Etiquette 101
Kate Zabriskie describes ways to make sure you’re using this most basic of business tools effectively. |
Digital Magazine
Have you seen the new 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. |
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Can We Call a Truce?
Whether two employees are fighting or a disgruntled client is on the verge of leaving, you—yes, you—can step in and help solve the problem. These tips from Jeffrey Krivis will help you negotiate workplace conflicts. |
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The Best Time to Ask for Referrals
When your clients acknowledge the value you provide, that’s when to talk referrals, according to Bill Cates. |
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Just for You
AdvisorToday.com has a resource section especially for new advisors. Visit Your First Three Years for helpful information on succeeding early in your career.
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