November 2022 Issue: Incorporating Tax Preparation or Tax Planning into Your Practice: the Good, the Bad, the Ugly

2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion

NAPFA South Region Mixer Call

2023 Playbook Series #2, Session #2: Honing in - How Doubling Down on Serving a Specific Niche Can Multiply Results

June 2023 Issue: Are Financial Planners Stuck in the 1970s?

NAPFA Nation Episode #04: Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession with Katie Burke and Bridget Grimes

February 2023 Issue: 5 Estate Planning Mistakes Every Planner Should Avoid

December 2022 Issue: College Application Trends and How Advisors Can Help Clients Navigate Them

December 2022 Issue: 3 Top Technology Trends for Financial Advisors in 2023

September 2021 Issue: Sold on a Career in Fee-Only Financial Planning