NAPFA Advisor - April 2024
NAPFA - National Association of Personal Financial Advisors
We provide networking opportunities, education, business development and advocacy to Fee-Only financial advisors.
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.
Articles are written by practitioners and other experts. Thank you to our April contributors!
So honored and excited to be part of this issue!
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.
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