February 2025 NAPFA Advisor Magazine

February 2025 NAPFA Advisor Magazine - Full Issue

NAPFA Advisor | February 2025

Issue: February 2025

Full Issue

SUBSCRIBE | NAPFA.ORG | NAPFA Advisor Archive

February 12, 2025

Content:
INSIDE THIS ISSUE FEATURES

INSIDE THIS ISSUE

LETTER FROM NAPFA

Large Firm Forum Recap
By David Flores Wilson, CFA, CFP^®, CEPA^®

VOLUNTEER SPOTLIGHT

Michelle Wilson, CSRIC™, AIF™, AFC™, of Athens Impact Socially Responsible Investments

HUMAN RESOURCES

Your Employees Are Your Best Investment: Here’s How to Show Your Appreciation
By Ginny Hudgens
More than the latest tech tools or luxe office space, your greatest differentiator as an advisor is your team. Aside from competitive pay and attractive benefits, what are you doing to make your team feel appreciated and supported? Here are four surprising yet effective ways you can demonstrate to your team just how much you appreciate them.

COMPANY CULTURE

Three Ways to Make Culture a Differentiator at Your Firm for Your Team and Clients
By Cheryl R. Holland, CFP^®
A company’s culture is like a fingerprint—its identity defines the optimal way to behave and sets the context for everything a firm does. When a company grows, it’s critical that its founding culture remains authentic to the original vision. If not, it can forever tarnish the shine of that growth.

CLIENT SERVICE

If Clients Only Knew What You Do Behind the Scenes: How to Stay Visible Between Meetings
By Derrick Kinney
Here’s a problem many advisors fail to see: Clients expect to meet with you when it’s scheduled but they have no idea what you’re doing behind the scenes in between. Unfortunately, their lack of visibility into your day-to-day could lead to unnecessary worry. That’s why hearing from you between regularly scheduled visits is crucial.

TECHNOLOGY

Advisor SEO: How to Speed Up Your Website
By Sam McCue
Is SEO even worth it? Spoiler alert: It still is. SEO is more than just keywords and links. While a lot has changed, one thing has remained constant: How fast your website loads is critical to SEO success and is completely under your control.

FEATURES

COACHES CORNER

Stop Selling Already: No One Likes It
By Matt Halloran
Investors now want to know, like, and trust their advisor. This makes the advisor the most important ingredient in the marketing mix. Advisors need to embrace their you-ness and proudly display it if they aren’t already.

COMPLIANCE CORNER

Texting and AI: Two Critical Issues to Address in the Years to Come
By Thomas D. Giachetti, Esq. and Thomas Kellerman, Esq.
The current and potential issues on the enforcement horizon are myriad, and advisers must be prepared to address these issues during examinations. In this article, we will address two of these industry challenges: employee texting and AI.

PRACTICAL OBSERVATIONS

New Challenges, New Staff Roles
By Bob Veres
As advisory firms grow, they have to navigate a peculiarly tricky process of turning a few generalist jobs into (in some cases) many more specialized ones. The job descriptions become narrower in scope but hopefully the people who are wearing fewer hats are able to be more proactive and comprehensive about addressing their part of the bigger puzzle.

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