October 2020 NAPFA Advisor Magazine - Full Issue-October 2020 NAPFA Advisor Magazine

October 2020 NAPFA Advisor Magazine - Full Issue

Pdf Summary

NAPFA 2020 awards winners recognized for client service and volunteer contributions. NAPFA advocates for financial planning profession and supports future planners. Marketing expert provides steps to maximize marketing content. Practice Profile features Kay Dee Cole's journey to fee-only planning. In the Limelight highlights media appearances and interviews by NAPFA members.

Keywords

NAPFA 2020 awards winners

client service

volunteer contributions

financial planning profession

future planners

marketing content

maximize marketing content

fee-only planning

media appearances

interviews