When I read Advisor 2020, I knew immediately it was crucial for anyone who wants to thrive in the coming years.
I’ve been in business for over 25 years, and it’s very interesting to see where the industry is heading and what it will take to survive and be successful. The research done by GAMA and NAIFA for Advisor 2020 show how the market is evolving and changing, what clients types to expect in the future, what the target markets will be and how we will need to change what we’re doing in order to compete.
NAIFA’s Advisor 2020 Workshop takes the research to the next level with interaction, feedback and ideas from experts in our field. I highly recommend the workshop to all types of agents and advisors. The year 2020 is right around the corner.
By Bob Quinlan, CLU, ChFC, LUTCF
NAIFA Member Since 1990