March 2022 NAPFA Advisor Magazine - Full Issue-March 2022 NAPFA Advisor Magazine

March 2022 NAPFA Advisor Magazine - Full Issue

Pdf Summary

The document provides key takeaways on marketing and business development strategies for financial professionals. These include getting referrals from centers of influence, adopting a founder-led growth model, understanding the dynamics of couples in financial planning, dressing appropriately for on-screen appearances, setting business goals, and developing sales skills. The document also highlights NAPFA members featured in the media, discussing topics such as retirement planning, financial advice for adult entertainers, diversity in the financial industry, goal setting in financial planning, and recognizing top financial planners in Dallas.

Keywords

marketing strategies

business development

financial professionals

referrals

founder-led growth model

couples in financial planning

on-screen appearances

business goals

sales skills

retirement planning