Blog

The Advisor Today Blog brings you the tools, ideas and techniques you need to build a successful practice. Fresh content is posted regularly, and we welcome your feedback and ideas in the comments section.

We look forward to hearing from you!

ATAsks!

How do your opinions stack up against those of other NAIFA members? To zero in on the topic of this issue’s web poll and find out, answer this question here.

What works best when working with Millennials?

• Be high-tech and high-touch

• Be available 24/7

• Be transparent—trust is key

• Help first, sell second

• Support social causes