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January 2021 NAPFA Advisor Magazine - Full Issue
January 2021 NAPFA Advisor Magazine - Full Issue
January 2021 NAPFA Advisor Magazine - Full Issue
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Pdf Summary
Financial planners must find a balance between personal touch and technology. Introducing new technology requires clients to invest time in learning, so benefits must outweigh the burden. Tailoring technology to clients' preferences is crucial. Planners should also consider their own tech experience and its impact. Finding this balance is an ongoing process. This issue of NAPFA Advisor covers succession planning, hourly fees, client relationships, and diversity and inclusion in financial planning. <br /><br />"Succession Planning" by Dina Megretskia emphasizes defining terms and understanding during mergers. "10 Myths of Hourly Fees for Financial Planning" by Mark Berg and Matthew Jackson challenges misconceptions about hourly fees. "Understanding Relationships Increases Your Bottom Line" by Michelle R. Donovan explores the use of behavioral style assessments. The Chicory Wealth profile highlights their commitment to diversity and inclusion. Overall, the issue provides valuable insights on various planning topics.
Keywords
financial planners
balance
personal touch
technology
invest time
tailoring technology
client preferences
succession planning
hourly fees
diversity and inclusion
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