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News & Press: CalAdvisor Newsletter

Member Benefit: Advisor 2020

Friday, November 13, 2015   (0 Comments)
Posted by: Jessica Benjamin
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Featured Member Benefit: Advisor 2020

Published by the GAMA Foundation and sponsored by NAIFA, “Advisor 2020: The Forces and Opportunities Shape the Financial Services Advisor of the Future,” presents cutting-edge research on industry trends and identifies opportunities for advisors seeking success in a changing marketplace.

Advisor 2020 reports on the results of two independent research studies, The Market of the Future and The Advisor of the Future, in order to provide advisors future scenarios that they can anticipate and includes the financial forces of the future. In addition, the book offers a framework advisors can use to capitalize on changing market forces, as well as meeting the expanding needs of their clients.

As Advisor 2020 suggests that American households are critically unprepared to secure their financial futures, the results found in these studies will enable all NAIFA members to make decisions about their practices as they continue to serve the middle market and meet the changing needs of consumers

As the exclusive sponsor of Advisor 2020, NAIFA has also developed professional development programs to prepare members for the changes and opportunities outlined in Advisor 2020. This new professional development program will include video programs and workshops held at the state and local associations. In addition, NAIFA will also provide members with a series of informational training webinars that will explain specific opportunities discussed in Advisor 2020. The workshop has been approved for CE credits across the country, including Iowa. Details will be coming soon!

The cost of the Advisor 2020 workshop, which includes “Advisor 2020: The Forces and Opportunities Shaping the Financial Services Advisor of the Future” is $195 per person.  The book can be purchased alone for $89.


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