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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Jan/Feb 2018 - Volume IV

Featured in Advisor Today

Closing the Diversity Gap in the Financial-Advisory Industry

Here are some strategies that have worked for the financial firm, Edward Jones.

More from the Current Issue of AT

Effects of the Great Recession

Most study respondents said the financial crisis had no impact on their lives, though many are avoiding the market and have changed their spending and savings habits.

Reset Your Mind for 2018

Setting a theme to focus on throughout the year will allow you to have a better chance of making a significant change.

Call for Nominations for NAIFA’s 2018 Diversity Champion Award!

NAIFA is seeking nominations for its 2018 Diversity Champion Award, which recognizes members’ exceptional efforts to promote full and equal participation of diverse people within the insurance and financial-advising profession.

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 No. 1 goal for 2018?

• Work with a Center of Influence

• Partner with another advisor

• Do more community outreach work

• Revisit current clients

• Enhance time-management skills