NAIFA's AdvisorToday
In This Issue:
    Featured in Advisor Today | More from the Current Issue of AT | Podcast Series | AT Asks!
Featured in Advisor Today

Regulations, technology, and demographic shifts are forcing financial firms to redefine their customer relationships, products and services.

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More from the Current Issue of AT

One way is to use real stories about recognizable scenarios to illustrate how a disability could affect your client personally.

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Read this article to find out the priorities and attitudes of HNW Millennials when managing their wealth.

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Do client reviews, show up, and reach out and touch them.

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Podcast Series
  
In this interview, NAIFA member Laurie Adams, CFP, CLU, LUTCF, outlines everything you need to know about NAIFA's new LACP certification.
AT Asks!
  
- Be high-tech and high-touch - Be available 24/7 - Be transparent—trust is key - Help first, sell second - Support social causes