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Think Before You Hire

eyeball with killer search apps written

Analyzing your needs first helps you weigh the costs and benefits of hiring support staff. Practice management specialist and author Kirk Hulett offers his systematic approach.

Determine Your Client’s Risk Tolerance

Before you invest a penny for your clients, it’s vital to understand their risk tolerance. Three advisors give you tips on getting the investment balance right.


‘Tis the Season for Referrals

shaking of several hands

Holiday parties and theater events are fertile ground for acquiring referrals. Here are some ideas to get you started.
october 07 cover DIGITAL MAGAZINE
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News to Use

Got LILI?
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.

Be Heard
Weigh in on Advisor Today’s cover story. Give your opinion, and see how your colleagues are voting on this AT Asks! question: What’s the best way to reach diverse markets?

Mission Accomplished
Check out YAT’s new mission statement and get the latest information on YAT events by checking the YAT webpage frequently 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.
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