While the audience for the Foundation's research is field leadership, we do have available a number of resources targeted to advisors.

Advisor 2020
Advisor 2020 will help your advisors see around the corners and into their future. The trends, forecasts, and opportunities we present will give them the insight and confidence to plan for tomorrow today. This comprehensive guide will help your advisors master the brave new world of 2020. NAIFA was the exclusive sponsor of Advisor 2020.

Be the First Believer

Authored by master of recruiting, Ed Deutschlander, and master coach, Rich Campe, Be the First Believer shows you how to focus on the only two things that any of us can control — effort and attitude — and provides specific strategies to become a more skilled and successful leader. 

Proceeds from the sale of this book have been donated to the GAMA Foundation and GAMA International.

Focusing New Advisors on Revenue-Producing Activities (eBook- Free!)
If you sometimes feel as if your agency has a revolving door — with new agents entering while others are leaving — you have plenty of company. According to LIMRA’s, Compensation, Production, and Retention of Multi-Line Exclusive Agents Study, the four-year retention rate for multiline agents in 2014 was 43 percent.This turnover comes at a cost, both economic and cultural. This book explores a five-step strategy for getting and keeping new advisors on track to build a strong practice from day one, to slow that revolving door and boost retention for the long term.  Available in financial services and traditional life and multiline versions.
Building Top Performers
This seventh study in the Systems for Success research series tackles two of the most valued and challenging skill sets that field leaders must master - mentoring and coaching their associates and managers. Learn the factors that separate top performing firms from the rest when it comes to mentoring and coaching practices, including mentoring requirements, focus areas for mentoring and coaching activities, rewards and consequences, targeted subgroups, and client feedback.
The Road to the Bountiful Life

Harry Hoopis says, You can do better! His keen insights, simple systems, and proven wisdom will help each of your advisors live more successful and bountiful lives. Goal setting, attitude, systems, mindset, and more are covered in Harry’s relaxed and straightforward delivery. 

This book and its proceeds were donated to the GAMA Foundation for Education and Research by Harry P. Hoopis, CLU ChFC