NAIFA's AdvisorToday

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Current Issue

Featured in Advisor Today

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

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.

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

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

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