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June 2023 Issue: NAPFA and the History of Financia ...
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
Availability:
On-Demand
Cost:
FREE
Credit Offered:
No Credit Offered
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June 2023 Issue: NAPFA and the History of Financial Planning: From Salesperson to True Advisor Course List
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November 2022 Issue: Incorporating Tax Preparation or Tax Planning into Your Practice: the Good, the Bad, the Ugly
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December 2022 Issue: 3 Top Technology Trends for Financial Advisors in 2023
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December 2022 Issue: College Application Trends and How Advisors Can Help Clients Navigate Them
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February 2023 Issue: 5 Estate Planning Mistakes Every Planner Should Avoid
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June 2023 Issue: Are Financial Planners Stuck in the 1970s?
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