December 2021 NAPFA Advisor Magazine - Full Issue-December 2021 NAPFA Advisor Magazine

December 2021 NAPFA Advisor Magazine - Full Issue

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In 2022, financial advisors need to adapt to the evolving needs of women by focusing on understanding their values, offering integrated financial wellness, building trust, and providing tailored advice. There will be a shift in family dynamics with more daughters taking over family businesses and women leading in managing family affairs. More executive women may retire early and seek purposeful work. Advisors should offer an integrated approach that includes guidance on eldercare, wellness, and family dynamics. Strategic partnerships and diverse teams are important in delivering these services. The NAPFA Advisor December 2021 issue provides insights and actionable advice for advisors to enhance their practice and better serve their clients. It covers topics such as changes in LinkedIn's service model, the future of cryptocurrency, closing the racial wealth gap, mastering client conversations, and work-life balance. The Practice Profile on Abacus Wealth Partners highlights their commitment to diversity, equity, and inclusion.

Keywords

financial advisors

evolving needs of women

integrated financial wellness

building trust

tailored advice

shift in family dynamics

executive women retiring early

strategic partnerships

diverse teams

closing racial wealth gap