National Association of Insurance and Financial Advisors

Building a Successful Practice Early in Your Career

About this Action Report:

Securing success as an insurance and financial advisor takes hard work, persistence and resilience. Many new recruits will leave the industry within their first three years, creating a problem for the industry and consumers who benefit from financial advice. This Action Report highlights some of the major roadblocks advisors encounter early in their careers, and strategies that will help overcome them.

What you will learn:
  • What Successful Advisors Do Early in Their Career
  • Prospecting Strategies That Will Work for You
  • Marketing at your Fingertips
  • Gaining Referrals
  • Working with a Mentor
  • Benefiting from a Study Group
  • Managing Time
  • Staying Motivated
  • Words of Wisdom from NAIFA Leaders
  • Helpful Resources
Download the Report