I am sure a lot of you have seen
the advertising on the NAIFA website, perhaps you have heard about it at the
national or state convention the last few years… so what is this thing called
Advisor 20/20?
The program was put together as
a joint venture between GAMA and NAIFA as a way to help advisors begin to shape
their practice for the years ahead. The program is taught either over the
course of an 8 hour day or over a series of 1 hour long web ex presentations
(stay tuned for more details on this coming from the state soon!) The goal is
to help an advisor better understand the forces and opportunities that are
shaping the practice of a typical financial advisor not just in 2020, but
beyond. Everyone who has taken the course has a similar refrain “I had heard
some of these items, or seen some of them popping up now and then in my
practice, but the program forced me to look at my practice and put steps in
place to have me ready to take on the challenges of tomorrow today”
Are you ready for a more diverse
client base? Are you able to work across generational lines or with American
citizens living in foreign countries? Are you prepared for the changes of
technology in your practice? What about communicating with your clients, are
you ready and able to communicate with them, the way they want to be
communicated with? These and so many other questions are explored in depth
during your reading and the subsequent class.
Don’t miss out on your chance to
take part in what many call the best program NAIFA has offered in the last 20
years. Stay tuned for announcement of dates and locations of in person classes
in the State of Washington, as well as a new web ex option coming this fall.
Best,
Stephen Good
President-Elect 2016-2017
No comments:
Post a Comment