December 2020 NAPFA Advisor Magazine - Full Issue-December 2020 NAPFA Advisor Magazine

December 2020 NAPFA Advisor Magazine - Full Issue

Pdf Summary

The Practice Management section emphasizes the importance of designing a client-centered experience and using video communication. The Retirement Planning section suggests reframing retirement as "financial freedom" to motivate individuals to plan for the future. Lastly, the Diversity & Inclusion section discusses the goals of the D&I Initiative for 2021. West Financial Advisors serves a diverse group of independent thinkers and plans to leverage its advisors' knowledge to better serve clients. NAPFA has played a critical role in the firm's growth.

Keywords

Practice Management

client-centered experience

video communication

Retirement Planning

financial freedom

future planning

Diversity & Inclusion

D&I Initiative

West Financial Advisors

NAPFA