The Future is Now!

On behalf of the 2025 Young Advisor Team (YAT), we are excited to be working to grow NAIFA and aid young and new entrants to the industry to jumpstart their financial services careers!

The YAT Leadership Team is the primary driver of two compelling programs -  the YAT Advisor Academy and the Future Leaders program.  The YAT Advisor Academy is the ultimate guide to supercharging your practice, teaching essential skills for Prospecting Like a Pro, helping you to Build Your Circle of Influence, tips for Professional Branding and Marketing, and a Group Coaching Session to guide you in putting it all into action.  The Future Leaders program is designed to educate college students about all of the different career paths available in the insurance and financial services industry.  This is a great opportunity for our team to talk about why they love what they do and to get our future NAIFA leaders energized about the possibilities this industry can bring.

We are the next generation of volunteers, chapter leaders, and members of the National Board of Trustees. Our committee's role is to ensure that NAIFA develops the programming and culture to attract and retain young advisors.

We are looking for young advisors to be active at their chapter/affiliate or national level.  We encourage you to consider ways that you can help us amplify our voice in the industry.  Consider writing a blog post for NAIFA's Advisor Today or volunteer to participate in the Future Leaders program.  For more information on how you can get involved today, email Zack Huels at zhuels@naifa.org.

Let's make a difference!

Kathleen Owings, LACP
NAIFA YAT Chair