NAIFA Offers Special Benefits for Young Advisors
An experienced financial professional with Wealth Innovation Group in Centerville, Utah, Clay Erickson assists retirees and small business owners with retirement planning. In addition to his role with Wealth Innovation Group, Clay Erickson serves on the local Utah board of the National Association of Insurance and Financial Advisers.
A professional organization that provides its members with sales training, networking opportunities, and other tools to help them succeed, the National Association of Insurance and Financial Advisors (NAIFA) offers special tools for young advisors. Open to members who are under 40 years of age or who have been in the industry for less than five years, the Young Advisors Team (YAT) caters to the specific needs of advisors early in their careers. Because the learning curve within the financial industry can be steep, young members are given access to resources such as monthly one-hour interactive group coaching sessions, as well as exclusive social media communities. YAT members are also invited to participate in special sessions at annual conferences and other events.
A professional organization that provides its members with sales training, networking opportunities, and other tools to help them succeed, the National Association of Insurance and Financial Advisors (NAIFA) offers special tools for young advisors. Open to members who are under 40 years of age or who have been in the industry for less than five years, the Young Advisors Team (YAT) caters to the specific needs of advisors early in their careers. Because the learning curve within the financial industry can be steep, young members are given access to resources such as monthly one-hour interactive group coaching sessions, as well as exclusive social media communities. YAT members are also invited to participate in special sessions at annual conferences and other events.
