NAIFA's AdvisorToday

NAIFA's AdvisorToday

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Featured in Advisor Today | More from the Current Issue of AT | Podcast Series | AT Asks!

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March/April 2018 - Volume IV

Featured in Advisor Today

How to Close More Sales

Tips on what you can do right now to improve your percentages.

More from the Current Issue of AT

Helping Clients Stretch Their Retirement Income

First, introduce these key strategies.

Maintaining Clients’ Privacy

The first obligation in the NAIFA Code of Ethics is to help maintain our clients’ confidence and protect their right to privacy.

Nominate a rising star by May 9.

Podcast Series

Meet NAIFA's New President, Keith Gillies

In this exclusive interview, NAIFA President Keith Gillies, CFP, CLU, ChFC, describes some of the association's greatest accomplishments during the past year and plans for taking the association to even higher levels of success.

Listen at advisortoday.com

AT Asks!

What is your best method for attracting seniors to your practice?

• Conducting seminars

• Using Centers of Influence marketing

• Using direct mail

• Asking for referrals