NAPFA Advisor - April 2024

NAPFA Advisor - April 2024

The monthly NAPFA Advisor magazine offers articles that solve the challenges Fee-Only advisors face. It will help you run your business more efficiently and effectively with articles about practice management, technology, investing, insurance, estate planning, marketing and more. It will also help you attract and retain clients.


Access the April Issue


Articles are written by practitioners and other experts. Thank you to our April contributors!


Michael Walther CPA/PFS, CFP?, CFA

Rick Kahler, MS, CFP?, CFT?, CeFT?

Aaron Rubin

FP Transitions

Amy Irvine, CFP?, EA, MPAS?, CCFC, CDFA?, CFT?

Linda Leitz

Kim Benson, CFP?, CPA, CeFT?

Daphne Jordan, CFP?

So honored and excited to be part of this issue!

Aaron Rubin

Pre-IPO Stock Options | Tax | Investments

7 个月

Planning for a neurodivergent population is so critical. This month's article in this a must read for all advisors.

Tiffany Silverberg

Senior Director, Marketing Strategy | Out & About Communications | Your financial services marketing partner to operationalize and grow

7 个月

Great insights in this one! <3

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