July 2021 NAPFA Advisor Magazine - Full Issue-July 2021 NAPFA Advisor Magazine

July 2021 NAPFA Advisor Magazine - Full Issue

Pdf Summary

The document discusses the impact of the pandemic on advisor burnout, strategies for dealing with burnout, incorporating education into financial planning, taking client advisory boards virtual, and how financial advisors are helping retirees protect themselves from inflation. It emphasizes the importance of rest, nutrition, and staying active to combat burnout, using a SWOT analysis in onboarding clients, providing ongoing education and support, conducting virtual advisory board meetings, diversifying investments to protect against inflation risks, and regularly reviewing and adjusting investment portfolios.

Keywords

pandemic impact

advisor burnout

burnout strategies

education in financial planning

virtual client advisory boards

financial advisors

retiree protection from inflation

rest and nutrition

SWOT analysis in onboarding

investment portfolio review