January 2022 NAPFA Advisor Magazine - Full Issue-January 2022 NAPFA Advisor Magazine

January 2022 NAPFA Advisor Magazine - Full Issue

Pdf Summary

Financial planning firms need clear career paths for non-advisory roles to attract and retain talent. This involves growth, delegation, and expanding services. Firms must communicate these paths and highlight opportunities for advancement. Several NAPFA members have been featured in various publications, sharing their expertise on financial planning topics. They have presented at conferences, been panelists, and written articles on topics such as tax planning, technology, diversity, and estate planning.

Keywords

financial planning firms

career paths

non-advisory roles

talent attraction

talent retention

growth

delegation

expanding services

communication

advancement opportunities