February 2020 NAPFA Advisor Magazine - Full Issue-February 2020 NAPFA Advisor Magazine

February 2020 NAPFA Advisor Magazine - Full Issue

Pdf Summary

1. "Reframing: A Superpower for Financial Advisors" - Learn how reframing can enhance client interactions and strengthen relationships.<br /><br />2. "Strategic Approach to Client Gifts for Financial Advisors" - Discover the importance of personalizing gifts and investing a percentage of income in client relationships.<br /><br />3. "Marketing: The Illusion of Silver Bullets" - Understand the significance of creating a marketing strategy for long-term success.<br /><br />4. "Virtual Planning: Flexibility for Financial Advisors" - Explore how virtual planning allows for career flexibility and growth.<br /><br />5. "Lease Review: Key Considerations for Tenants" - Learn the importance of understanding and evaluating lease agreements when renting.<br /><br />6. "Adapting to Change in Financial Planning Firms" - Understand the challenges faced by financial planning firms and the need to adapt to meet client needs.<br /><br />7. "Success with Next-Generation Talent in Financial Planning" - Discover how hiring next-generation talent benefits financial planning firms.<br /><br />8. "Supporting Those in Need During the Holidays" - Emphasizes the importance of providing support to those struggling during the holiday season.<br /><br />9. "Implications of Client Best Interest Rule" - Learn how the client best interest rule has affected the distinction between advisors and brokers.<br /><br />10. "Social Media Skills: Older vs. Younger Advisors" - A study reveals the social media prowess of older advisors compared to their younger counterparts.<br /><br />11. "Man Wins $1 Million Jackpot Twice" - A Massachusetts man wins a $1 million jackpot for the second time in 18 months.

Keywords

Reframing

Financial Advisors

Client Interactions

Relationships

Strategic Approach

Client Gifts

Marketing

Virtual Planning

Lease Review

Adapting to Change