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Featured in Advisor Today

This article offers a thoughtful marketing approach that focuses on the unique financial needs and communication preferences of Gen Xers. Read more...

More from the Current Issue of AT


What started as an idea in 2010 has now become one of the industry’s most popular conferences for personal and professional development. Read more...

Agents and advisors are usually the first to be called during a financial crisis. Read more...

AT Asks!

How has your practice changed since COVID-19?

  • Using more video conferences with clients
  • Relying more on social media to attract and retain clients
  • Turning client events into webinars
  • Investigating new technologies to help manage my practice

To respond, go to at.naifa.org.