NAPFA - National Association of Personal Financial Advisors

?? NAPFA Women to Know 2024 Spotlight ?? Kristen Moosmiller, EA, CFP?, is a proud fee-only advisor with over 15 years of experience, including 12 years of membership with NAPFA. She was grateful to have the opportunity to serve on the NAPFA National Board from 2019-2022. She especially enjoyed serving as a liaison between the board and the Women and DE&I Initiatives. Kristen started her company, NorthAvenue Financial Advocates, to challenge long-held beliefs about women and wealth management by consistently delivering a transformative service model through exceptional client experience with unparalleled tax-focused expertise. Over the past five years since the company’s inception, she has grown her team to include four other client-facing women. Her company was recently the matching donor of The Women's Fund of Central Ohio annual Keyholder fundraising event, a non-profit near and dear to her heart. ?? Why would Kristen recommend this professional to other women? ?? This profession allows women to wake up each day and see the positive impact they make in the lives of others. Women can indeed have a life outside of work while being truly fulfilled in their work life. Read Kristen's full comments and see more NAPFA Women to Know here - https://bit.ly/4cuFVLK #NAPFA #FeeOnly #FinancialPlanning #WomeninFinance #FinancialAdvisor #WomeninBusiness #Columbus

#FinancialPlanning articles for #FeeOnly advisors providing insight and advice to help you advance in your career. Mary Anne Ehlert; Martin A. Scott, CFP?, EA; Cassandra Smalley, CFA, CFP?, MBA; Michelle R. Donovan

Join us this Wednesday and maximize your website's potential! Key Takeaways: ?? Real-world website examples and solutions to common challenges ?? Case studies and expert advice tailored to financial advisors ?? Advanced tactics to enhance functionality and boost conversions ?? Collaborative Q&A to exchange ideas and tackle your unique needs ?? A clear, actionable plan to elevate your website’s performance Featuring insights from David DeCelle, Taylor Schulte, CFP?, and Abby Tuke, with Lauren Hong as Moderator, this session is all about turning theory into action for a website that works harder for your business. Register now! https://bit.ly/40Y81fb #NAPFA #WebsiteOptimization #FinancialPlanning #ProfessionalGrowth #FeeOnly #Marketing

?? Last chance to share your expertise with the #FeeOnly community this spring! ?? Today is the final day to submit your #NAPFA25 topic. Whether you're a seasoned expert or have a fresh perspective, this is your opportunity to inspire your peers with dynamic sessions on tax planning, investment strategies, marketing, estate planning, technology, and more. Don’t miss your chance to lead workshops, panels, or roundtables and contribute to the growth and success of our Fee-Only community. ?? The clock is ticking—submit your abstract now! https://bit.ly/3YU2THt

Today, we pause to honor the strength, courage, and dedication of our veterans. Your sacrifices safeguard our freedoms, and for that, we are forever grateful. Thank you for your service. #VeteransDay #HonoringOurHeroes #ThankYouVeterans

?? ?? New Episode Alert: NAPFA Nation Podcast ?? ?? In Episode #22, host Marie Swift dives into the world of first-generation wealth creators with guest Luis Rosa, CFP??, EA, founder of Build a Better Financial Future. Luis shares insights on overcoming unique financial challenges that first-gen professionals face, like balancing family obligations and navigating “success guilt” and “lifestyle creep.” https://bit.ly/4cUvWyJ Discover essential financial milestones, from home-buying to debt management, and learn the power of holistic, hands-on financial planning. Plus, Luis spotlights the BLX Internship Program – a key initiative for diversity in financial planning. Listen now for guidance on building a strong financial future! ??? https://bit.ly/4cUvWyJ

Turn data into stronger client relationships! Refresh your risk and performance analytics skills to enhance client advice, streamline decision-making, and boost trust. Learn how to apply metrics effectively and explain them in clear, client-friendly terms. Hear from Kwanti experts, Christophe Gauthron and Josh Schwaber, and equip yourself to provide more value and strengthen your advisory process. Don’t miss out! https://bit.ly/4ehXb6I #FinancialEducation #ClientSuccess #PortfolioAnalytics #AdvisorGrowth #FeeOnly #NAPFA #NAPFAwebinar

Contribute your expertise and spark innovation at the #NAPFA25 Spring National Conference in Phoenix! We’re looking for dynamic speakers to share new ideas, solutions, and insights on the latest trends and challenges in #FeeOnly #FinancialPlanning. Submit your proposal by Friday, November 8, 2024, and take the stage to inspire fellow industry leaders. ?? Bonus: Accepted presenters receive complimentary conference registration (travel and lodging not included). Don’t miss this chance to lead, connect, and make a lasting impact. Apply today! https://bit.ly/3YU2THt #NAPFA #FinancialProfessionals #WealthKnowledge #EducatingAdvisors

?? Reminder: Upcoming Book Club Discussion! Join us for a lively, interactive conversation about The Mindful Money Mentality by Holly Donaldson, CFP?, CEPS. Hosted by the 2024 NAPFA Women's Initiative, this unique opportunity connects readers with the author herself to discuss how an abundance money mentality can transform financial planning. All are welcome! ??? Join us Wednesday—come ready to share, learn, and connect! https://bit.ly/4h3ciTZ

A big thank you to Ryan Insurance Strategy Consultants (RISC) for sponsoring our #NAPFA24 conference app! ?? RISC specializes in advising on and implementing top-tier group insurance products for NAPFA members, along with providing life, disability, and long-term care policy analysis for advisors and their clients nationwide. Now a Gallagher Company, RISC offers even more solutions, including E&O and cyber coverage, to support advisors. We’re thrilled to have their partnership! #FinancialAdvisors #FeeOnly