January 2020 NAPFA Advisor Magazine - Full Issue-January 2020 NAPFA Advisor Magazine

January 2020 NAPFA Advisor Magazine - Full Issue

Pdf Summary

Creating a process-driven culture in a financial advisory firm is important for efficient client service. This can be achieved by implementing consistent processes and workflows. Technology, such as CRM, can automate tasks and improve efficiency. Succession planning and investment strategies were also discussed in NAPFA Advisor's January 2020 edition. The edition featured profiles of industry professionals and articles on modern mentoring approaches. The "In the Limelight" section highlighted media quotes on various topics relevant to NAPFA members.

Keywords

process-driven culture

financial advisory firm

efficient client service

consistent processes

workflows

technology

CRM

automate tasks

succession planning

investment strategies