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