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