June 2023 Issue: NAPFA and the History of Financial Planning: From Salesperson to True Advisor

NAPFA Advisor

Issue: June 2023
Article Title: NAPFA and the History of Financial Planning: From Salesperson to True Advisor
Author: Bill Prewitt

Summary


Cost:	FREE


Credit Offered:	No Credit Offered

Create Account

Recommended

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

No Credit

FREE

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

1 NAPFA CE

$0.00 - $39.00

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

1 NAPFA CE

$0.00 - $39.00

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

No Credit

FREE

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

No Credit

FREE

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

No Credit

FREE

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

No Credit

FREE

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

No Credit

FREE

Master Class #3: Custom Content, Session #1: The What

1 NAPFA CE

$0.00 - $39.00

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

No Credit

FREE