A Brief Introduction to the NAOI
and Its Unique Structure
Founded by Leland Hevner in 1997, the NAOI is the market’s premier supplier of objective and actionable investing education.
Thousands of individuals have taken our online courses, read our books (Wiley is one of our publishers) and/or attended our college classes. As a result, we have an unmatched knowledge of the wants/needs of the investing public and what they look for when seeking an investment advisor.
Also, as objective educators, the NAOI is a major influencer on how people make investing decisions today and how they choose the advisors to work with.
An Overview of the NAOI Organizational Structure
The diagram below shows how the NAOI is uniquely structured to work with both investment buyers and sellers to make the world of investing simpler, more profitable and less risky for both. A more detailed discussion of the NAOI Organization Chart is shown and discussed on the Home Page of our Web site at this link.
The diagram shows that we work with individuals to empower to enter the market with confidence and without fear via education, the use of online resources and the creation of innovative products/methods. We work with investment advisors and financial organizations to show them how to significantly expand their client-base by offering investor education products and services that will attract far more clients than the products they are offering today.
How this is done is explained below the diagram.
NAOI Divisions and Information Flows
The following information discusses how information flows among NAOI Divisions and both the investing public and the financial services industry. You will read how the NAOI is uniquely structured to develop innovative investing products/services for investors, create demand for them via our extensive education network and then show advisors and financial organizations how to meet this demand.
The NAOI provides objective and comprehensive investing education to both individuals and corporations via our Education Division. Our extensive contact with investors enables our Market Research Division to learn what people want and need to become confident and motivated investors. We use this information to inform our education content and to enable our Research and Development Division to design innovative investment types and methods that better meet the wants/needs of our students. Our Consulting Division then shows investment advisors how education and innovative products developed by the NAOI can enable them to attract far more clients than they do today.
No other organization in the financial arena is structured to empower both investment buyers and sellers as effectively as the NAOI. We are the only organization capable of making fundamental improvements to how investing works today and then taking this change “main-stream” by teaching its use and benefits throughout our extensive education network where we create demand for them. We then show advisors how to meet this demand via Consulting Agreements and Partnerships.