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December 2008
Build Your Business During This Recession
Find out how one advisor put $60 million into her pipeline by hosting “Emergency Market Update” events. Follow her lead by using these steps—and scripts.

The 10 Dumbest Things Salespeople Do
Knowing what not to do in sales is just as powerful as knowing what to do. So make sure you haven’t fallen into any of these traps.

Receipts Go High-Tech
This online service saves you time and money by helping you organize and digitize your receipts.

A Market Waiting to Be Tapped
Although more and more women are becoming wealthier, most of them aren’t working with a financial advisor. Learn what you need to do to tap into this profitable market.

Help Your Clients Stay Calm (and Stay Your Clients) During Shaky Times
You only have to turn on the TV or pick up any newspaper to find headlines such as “Market Meltdown” or “Recession Dead Ahead.” These are words that strike fear in your clients’ hearts. What should you, as an advisor, be doing at a time like this? NAIFA Trustee Russ Smith, CLU, ChFC, LUTCF, gives you sound advice on how to work with your clients during this difficult time.


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CLICK HERE to get your digital edition of this month’s Advisor Today magazine.
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High-Tech Solutions for a High-Performing Practice
As you look for ways to cut costs in today’s sluggish economy, it may be time to step up your use of technology. Several advisors who have benefited by going high-tech show you how they did it.

A Blueprint for Success
John Greene, president of agency distribution in the domestic Individual Life Insurance Business at Prudential Insurance Company of America, offers tips for success that will put you on the right path in 2009.

Charitable Giving for Retirees
It’s possible, with the help of a charitable gift annuity.

Discussing Risk With Your Clients
Use standard deviation to explain the effects the markets’ unpredictability can have on their portfolios.

Dealing With Procrastinators
Try these tips for closing a sale with hesitant clients.

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John Newton Russell Memorial Award
Click here for the nomination form.
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What Matters Most Right Now: Service
Here are six reasons why impeccable service is critical to your business’ success—and eight tips to help you offer it.
Understanding Incentive Trusts
These are important estate-planning tools that help clients positively impact their children’s futures.
Be on Your Best Holiday Behavior
Don’t let a social faux pas put a dent in your career. Here’s what you need to know to survive the holidays.
4 Under 40

Four Under Forty

Do you know a successful NAIFA member age 40 or younger whose story and photo you'd like to see in an Advisor Today cover story? For more information and the nomination form, click here.


Naifa in the 21st Century

NAIFA in the 21st Century

For the latest information and updates on "NAIFA 21," be sure to visit NAIFA's website. You can also make your opinion known on the "NAIFA 21" blog; contribute today!

AT Asks!
How do you use technology in your practice?
Acquire and retain clients
Market products and services
Make and report sales
Support client meetings
Improve customer service
Cut costs and enhance efficiencies
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