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NOTE:
Although effort has been made to make the following editorial highlights
as accurate as possible, content in Advisor Today is subject
to change without prior notification.
For a complete description of the columns scheduled
to appear in Advisor Today in 2004, please consult our Media
Kit.
JANUARY 2004
Winning the War for Tomorrow’s Clients
This article will focus on effective strategies for marketing a wide range
of financial services to consumers who are 35 years old or younger.
Entering the 401(k) Market
To supplement their income and protect existing clients, many advisors
are looking for ways to provide 401(k) services to their clients. This
article will explore the nuts and bolts of entering the 401(k) market.
FEBRUARY 2004
Technology
In today’s fast-paced business environment, an increasing number
of advisors are using technology to effectively manage their clients’
affairs, operate their practice and provide a broader range of services.
This article will explain how they are accomplishing this rewarding but
challenging task.
Annuities—Then and Now
This article will highlight the most recent developments in annuities
and demonstrate how they can be used effectively in today’s volatile
financial landscape.
MARCH 2004
Referrals
For many advisors, the key to a profitable practice is the ability to
obtain high-quality referrals. Find out what works and what does not in
the fine art of referral marketing.
Specialty Markets
There is big business in selling insurance to consumers who do not fall
into conventional underwriting categories. This article will describe
the various policies designed for these consumers and what advisors need
to achieve success in this market.
APRIL 2004
Selling to the Mature Market
Seniors and Baby Boomers control most of the wealth in the U.S. today.
This article will describe the unique skills necessary to penetrate the
heart of this lucrative market.
Fitting In or Opting Out
Some agents go from one agency to the next until they find the one that
is most appropriate for them. This article will help them decide when
they have found the right fit—or when it is time to leave.
MAY 2004
Coaching
Today, many leaders are seeking the wisdom and success strategies provided
by a personal coach. This article will explain how coaching can help financial
advisors gain the focused concentration they need to balance their lives
and move to the next level of success.
Investments—Key Strategies for Success
In today’s volatile markets, it has become increasingly difficult
to help clients accumulate and preserve wealth on a consistent basis.
Find out the strategies used by top producers to attract qualified clients,
work with other professionals and manage a profitable practice.
JUNE 2004
Marketing to the Middle Market
Marketing is the lifeblood of any successful practice. Learn the best
practices used by top producers to attract and retain a segment that is
sometimes overlooked—the middle market.
Closing the Sale
Every advisor knows nothing happens until they close a sale. Here are
some of the most effective strategies for persuading your prospects to
sign on the dotted line.
JULY 2004
Long-Term Care Insurance
Sales of long-term care insurance continue to grow at a rapid clip—presenting
a wide range of opportunities for the savvy advisor. This article will
describe the methods, strategies and techniques used to sell long-term
care, including how to prospect, present and close a sale.
Five Under-40 Agents to Watch
They may be young but they are already on their way to success. Find out
how these advisors did it and their plans for achieving even greater heights.
AUGUST 2004
Selling Life Insurance Today
Selling life insurance has once again moved to the top of the list for
many advisors, thanks to recent market volatility. This article will present
some new and not-so-new ways of selling one of the oldest financial products.
MDRT 2004 Annual Meeting Coverage
The article will highlight steps to success from the meeting that attracts
the best and the brightest in insurance and finance—the 2004 MDRT
Annual Meeting.
SEPTEMBER 2004
Seminar Selling
Many advisors are finding out that conducting a seminar for prospects
and clients is the wave of the future. This article will outline the tools,
techniques and systems that will help the advisor succeed in seminar selling
and point out the most common pitfalls and mistakes.
Advocacy
For many NAIFA members, one of the key member benefits is the unique ability
of the association to enhance the legislative and regulatory environment
for agents and advisors. This article will describe how NAIFA accomplishes
this challenging task.
OCTOBER 2004
Retirement Planning
Millions of Americans will soon turn 60 and face head-on the diminishing
role of Social Security and pension plans in providing retirement income.
They will also have trillions of dollars in inheritance money—and
a need for guidance on using this money. This article will explain how
advisors can help their clients and prospects plan for their retirement
with confidence.
Do Not Call—One Year Later
This article will describe the effect of the do-not-call rulings on the
telemarketing practices of advisors—and the challenges and opportunities
that lie ahead.
NOVEMBER 2004
Worksite Marketing
Worksite sales have grown tremendously in recent years, but only a small
portion of this market has been tapped. This feature will explore the
latest developments in worksite marketing and offer great ideas for breaking
into this important market.
NAIFA’s Convention and Career Conference
Coverage
NAIFA’s Convention and Career Conference is known for its ability
to provide the most effective strategies for building a profitable practice.
This article will highlight some of the best ideas from the industry’s
leading producers.
DECEMBER 2004
Ten Characteristics of High-Performing Advisors
The industry’s high achievers share many qualities—from excellent
sales skills to proactive thinking to efficient resource management. This
article will highlight 10 best practices of some of the world’s
top producers.
NAIFA Year in Review
This article will highlight NAIFA’s victories and challenges—and
the major steps the association has taken in building a strong foundation
on which to move forward.
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