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About Young Advisors Team

The Young Advisors Team (YAT) mission is to serve the needs members who are 40 years of age and under by researching their needs to ensure that they receive the vital tools, resources, and networks necessary to succeed in the financial services industry. Local associations can embrace this initiative by establishing their own Young Advisors Team (YAT) and developing events to attract the new, young members of their area.

Click here to visit the NAIFA Young Advisors Team Website.


Check out the YAT Playbook for ideas and resources:

  • Targeting Your Audience
  • YAT Chair Job Description
  • Obtain a YAT Member List
  • Host an Event
  • YAT Programs and Resources
Check out the new YAT Resource Guide and the YAT Flyer.

The resource guide and flyer are available for order on the NAIFA Marketplace or can be downloaded for viewing. These resources include the most up-to-date information on YAT and benefits available to NAIFA members. You can use these materials for YAT events, at membership events and in prospect kits to help get the word out about YAT. The YAT Flyer is a quick overview of the program, while the Resource Guide is a more comprehensive look at the program and benefits available.

YAT News

Strengthen the Association, Recruit a New Member Today!

Address: 7420 SW Garden Home RD - Portland, OR 97223 ‚óŹ Email: execdirector@naifaoregon.org

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