Episode #23: "It’s Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes" with Caroline Gaynor
Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes
AARP BankSafe Program
Episode #24: “Radical Relevance: Building Share of Mind with the Right People the Right Way” with Bill Cates
Episode #22: “Level Up: How Mindfulness and Self Reflection Can Change the World” with Saundra Davis
Episode #21: "Optimal Performance: Insights from an Olympic Medalist " with Paul Kingsman
Episode #20: "Who You Are IS the Message" with Marie Swift
Episode #19: "Why Standing Out is No Longer Enough – And What To Do Instead" with Carl Richards
Episode #18: "Dementia Prevention and Optimistic Aging" with Dr. Margit Henderson
Episode #17: "Brain Health: Beyond Crossword Puzzles and Sudoko" with Dr. Marc Milstein
Episode #16: “Success That’s Satisfying” with Stephanie Bogan
Episode #15: “The Power of Dialog and Story Listening” with Dr. Preston Cherry
Episode #14: “Aligning Dreams, Desire and Positive Motivation” with Steve Sanduski
Episode #13: “Hard Times Call for Soft Skills” with Mitch Anthony
Episode #12: "Transition Fatigue and the Post-Pandemic Future" with Susan Bradley
Episode #11: "Building a Life by Choice, Not Chance” with Chris Yonker
Episode #10: "Stoic Wisdom from a Roman Emperor, Dennis Stearns, CFP®, and 2020 Mindset Mastery Guests” with Marie Swift
Episode #09: "Productivity and Time Management for Mere Mortals” with Michael Kitces
Episode #08: "Creating Demand for You and Your Expertise” with John Bowen
Episode #07: "Benefits of Professional Diversity and Inclusion” with Kate Healy
Episode #06: “Playing to Win” with Joe Lukacs
Episode #05: “Anything is Possible” with Michael Garry
Episode #04: "Mindset and the Entrepreneurial Journey" with Robb Baldwin
Episode #03: "The Secret to Great Listening" with George Kinder
Episode #02: "Building Relationships in Today’s Noisy, Digital World" with Kevin Knebl
Episode #01: "The Neuroscience of Next Level Success" with Dr. Jody Jacobson
March 2022 Issue: 5 Reasons to try a new kind of Marketing by Miguel Gomez
March 2022 Issue: Behavioral Finance Dynamics by Linda Leitz
March 2022 Issue: Build your Practice with Local TV by Kimberly Foss
March 2022 Issue: Define your needs for your Freelance Writer by Susan Weiner
March 2022 Issue: Get Referrals from COIs by Stephen Wershing
March 2022 Issue: Secure Future Growth by Resolving a Founder-Led Growth Model by Shauna Mace
March 2022 Issue: Taking Pride in her Clients' Successes by Bridget McCrea
March 2022 NAPFA Advisor Magazine - Full Issue
Social Security Education & Training for Financial Professionals & Advisors
January 2022 Issue: The Paradoxical Life of the Outgoing Introvert
Episode #25: "Beyond DEI: Inclusive Leadership and What It Means for Business Leaders Today" with Geoffrey Brown & Dr. James Pogue
Herbers & Company: Business Management and Client Communication Training
The Medicare Interactive Pro On-line Training
January 2022 Issue: Creating Non-Advisory Career Paths at Financial Planning Firms
January 2022 Issue: Help Women Avoid the Burden of the "Mental Load" at your Firm
January 2022 Issue: How to Build Sales Confidence in Young Advisors
January 2022 Issue: Taking the Direct Route into Fee-Only Financial Planning
January 2022 Issue: When and Where to Hire a COO to Serve as your Organization's Heart
January 2022 NAPFA Advisor Magazine - Full Issue
February 2022 Issue: 3 Critical Questions for LGBTQ+ Clients' Estate Planning
February 2022 Issue: Avoiding the "Treasure Hunt" - the Financial Advisor's Role
February 2022 Issue: Bob Swift Discusses his Nonprofit, 3rd Decade
February 2022 Issue: Help Clients Through Thought Leadership
February 2022 Issue: It's the Right Thing to do
February 2022 Issue: Our Clients need a Skilled Team to help them Implement their Plans
February 2022 Issue: What Advisors need to know About Revocable Trusts
February 2022 NAPFA Advisor Magazine - Full Issue
April 2022 Issue: 3 Ways you can Make a Difference in DEI Efforts
April 2022 Issue: Financial Planning Through one LGBTQ+ Couple's Lens
April 2022 Issue: The Rising Opportunity to Serve Diverse Tech Founders
April 2022 Issue: What's so Special about Special Needs Planning?
April 2022 Issue: Having the Money Conversation with your Kids
April 2022 Issue: Diversity, Equity, and Inclusion is not yet a Reality, but it's not out of Reach
April 2022 Issue: What all Women Should know about Being Financially Prepared
April 2022 Issue: Recognizing Gender Diversity and Related Pronouns
April 2022 Issue: Fee-Only is the Only Way
April 2022 NAPFA Advisor Magazine - Full Issue
May 2022 NAPFA Advisor Magazine - Full Issue
May 2022 Issue: The WA Cares Fund Long-Term Care Insurance Mess: What Next?
May 2022 Issue: Auto Insurance: What your Clients Need to Know
May 2022 Issue: 4 Tips to Improve your Firm's Internship Program
May 2022 Issue: Choosing the Right Income Annuity for your Client
May 2022 Issue: Look Outward, say Conference Keynoters
May 2022 Issue: Teach Clients how Best to Balance Accepting and Transferring Risk
May 2022 Issue: How to Hire and use Virtual Support
May 2022 Issue: Taking a Direct Path into Fee-Only Financial Planning
January 2021 NAPFA Advisor Magazine - Full Issue
February 2021 NAPFA Advisor Magazine - Full Issue
March 2021 NAPFA Advisor Magazine - Full Issue
April 2021 NAPFA Advisor Magazine - Full Issue
May 2021 NAPFA Advisor Magazine - Full Issue
June 2021 NAPFA Advisor Magazine - Full Issue
July 2021 NAPFA Advisor Magazine - Full Issue
August 2021 NAPFA Advisor Magazine - Full Issue
September 2021 NAPFA Advisor Magazine - Full Issue
October 2021 NAPFA Advisor Magazine - Full Issue
November 2021 NAPFA Advisor Magazine - Full Issue
December 2021 NAPFA Advisor Magazine - Full Issue
January 2020 NAPFA Advisor Magazine - Full Issue
February 2020 NAPFA Advisor Magazine - Full Issue
March 2020 NAPFA Advisor Magazine - Full Issue
April 2020 NAPFA Advisor Magazine - Full Issue
May 2020 NAPFA Advisor Magazine - Full Issue
June 2020 NAPFA Advisor Magazine - Full Issue
July 2020 NAPFA Advisor Magazine - Full Issue
August 2020 NAPFA Advisor Magazine - Full Issue
September 2020 NAPFA Advisor Magazine - Full Issue
October 2020 NAPFA Advisor Magazine - Full Issue
November 2020 NAPFA Advisor Magazine - Full Issue
December 2020 NAPFA Advisor Magazine - Full Issue
December 2021 Issue: 3 Steps Advisors Should take in 2022 to Close the Racial Wealth Gap
December 2021 Issue: 4 Keys to Mastering Client Conversations
December 2021 Issue: Helping Clients who are Searching for Happiness
December 2021 Issue: LinkedIn in 2022: Create, Converse, Relate
December 2021 Issue: Powerful Books with Real-Life Value
December 2021 Issue: Sharpening his Focus on Diversity, Equity, and Inclusion
December 2021 Issue: Significant Change is Coming in the Service Model for Women
December 2021 Issue: Tax Proposals Could Reshape Planning
November 2021 Issue: How Financial Planners can Work with Clients with Dementia and Memory Loss
November 2021 Issue: Rethink your Business Plan for its Greatest Impact
November 2021 Issue: Developing Lifelong Client Relationships
November 2021 Issue: A Mega Planning Opportunity for High-Income Clients: the Mega Backdoor Roth
November 2021 Issue: The Growing Storm of Caregiving - and how Advisors can Help
October 2021 Issue: Navigating the SEC's new Client Testimonial Rule
October 2021 Issue: Testimonials: The new Marketing "Silver Bullet"?
October 2021 Issue: Three Promises that will fix your Marketing
October 2021 Issue: Going Beyond the Beach Photos
October 2021 Issue: Creating a Financial Haven for Black Women
September 2021 Issue: Opportunities and Challenges in the Regulatory Environment
September 2021 Issue: Sold on a Career in Fee-Only Financial Planning
September 2021 Issue: 8 Essential Components of your Content Marketing
September 2021 Issue: Be Yourself - the Ultimate Truth in Advertising
September 2021 Issue: What is Noise, and why does it Matter?
August 2021 Issue: Why cash still Matters in a low-rate Environment
August 2021 Issue: The Future of Advisor-Driven DIY Planning
August 2021 Issue: My Firm's Technology-Assisted Path to Growth
August 2021 Issue: Making Lemonade in a post-Covid-19 World
August 2021 Issue: Building an open Family Office
August 2021 Issue: 4 Survival tips for Introverted Advisors
August 2021 Issue: 4 Powerful Tech Tools for Digital Marketing
July 2021 Issue: The Biological Imperative of Financial Planning
July 2021 Issue: Incorporating Education into your Financial Planning
July 2021 Issue: How Advisors can Fight Burnout
July 2021 Issue: Take your Client Advisory Board Virtual to Stay in Touch with Client Needs
July 2021 Issue: Why Personal Brands Matter, and Where they fit in your Firm's Growth Marketing Plan
July 2021 Issue: What Financial Advisors need to know About SLATS Now
July 2021 Issue: Paradise Found in a Fulfilling, Rewarding Career
June 2021 Issue: Providing Behavioral Alpha for Investments
June 2021 Issue: End of 40-year Fixed Income Bull Market Raises the Urgency of Diversifying
June 2021 Issue: Turn Outrage into Investment Opportunities
June 2021 Issue: Help your Clients Grasp the Case for International Investing
June 2021 Issue: Financial Lessons and Games to Teach Children Money Concepts
June 2021 Issue: Helping your Clients Through Investment Mania
June 2021 Issue: Charting his Path in Financial Planning
May 2021 Issue: He Found his Place in the Fee-Only World
May 2021 Issue: Adding Value Through Property & Casualty Insurance Reviews
May 2021 Issue: Helping Clients Navigate Their Employee Benefits
May 2021 Issue: Rethinking Life Insurance at all Levels of Net Worth
May 2021 Issue: The Importance of Insuring Property to Value
May 2021 Issue: The Covid-19 Pivot: A win for your Insurance Clients
May 2021 Issue: Hybrid Policies Offer a way out of the Long-Term Care Conundrum
September 2021 Issue: What does the Current Regulatory Environment Mean for NAPFA Members?
March 2021 Issue: SEO Fundamentals for Advisors
March 2021 Issue: How Financial Planners can Pursue Racial Equity
March 2021 Issue: Help your Clients Navigate Combining Finances
March 2021 Issue: Can a Marketing Plan Successfully Encompass Multiple Markets?
March 2021 Issue: Always Doing Better for their Clients
March 2021 Issue: 5 Marketing Micro-Experiments
March 2021 Issue: 4 Ways to get more from your NAPFA and other Online Profiles
March 2021 Issue: The Defecit Myth
February 2021 Issue: What's the Matter" It Might be Secondary Grief
February 2021 Issue: Feeling inSECURE about Using Trusts for IRAs Under the SECURE Act?
February 2021 Issue: Leading with Advice
February 2021 Issue: Corporate or Individual Trustee? Help your Client make the Right Choice
February 2021 Issue: Common Issues Planners may Identify in Clients' Estate Planning Documents
February 2021 Issue: Estate Planning for Beginners: Probate and Intestate Distribution
February 2021 Issue: Advising your Clients Throughout a Divorce
April 2021 Issue: How to Master your Mastermind
April 2021 Issue: A Balancing Act
April 2021 Issue: Financial Triage can help your Clients when they need you the most - and Increase your Value!
April 2021 Issue: Money and Culture: Red Envelopes, Traditions, and a Golden Teaching Opportunity
April 2021 Issue: Our Profession's Newest Strategy for Helping to Close the Racial Wealth Gap
April 2021 Issue: Potholes in the Road to Growth
April 2021 Issue: Recruiting Diverse Students and New Planners to Fee-Only Financial Planning
April 2021 Issue: 3 Steps Toward Creating a Diverse and Inclusive Culture in the Workplace
January 2021 Issue: Understanding Relationships Increases your Bottom Line
January 2021: Finding the Line: Personal Touch and Technology
January 2021: Embracing Diversity and Inclusion
January 2021 Issue: Before a Leap of Faith, lay out your Deal-Breakers
January 2021 Issue: 10 Myths of Hourly Fees for Financial Planning
January 2021 Issue: 10 Onboarding Tips to Engage new Colleagues
January 2021: Your Recommended Reading List Bores me to Tears
Episode #26: Mind Your Balance: Creating Effortless Success and True Happiness in Your Life
June 2022 Issue: Direct Indexing: A Tool for ESG and Philanthropy
June 2022 Issue: ESG Direct Index Investing Doesn't go far Enough. Consider Impact Investing Instead
June 2022 Issue: Help Your Clients Evaluate Residential Rental Property
June 2022 Issue: ETFs for Individual Investors
June 2022 Issue: Effective Virtual Appointments
June 2022 Issue: How NAPFA Members Discuss Investing and its Challenges with Clients
June 2022 Issue: Shaping her Firm Around a Diverse Client Base
June 2022 NAPFA Advisor Magazine - Full Issue
Episode #27: Financial Stress: Practical Solutions for Overcoming this Hidden Epidemic
July 2022 Issue: The Case for Advice-Only Financial Planning
July 2022 Issue: What Advisors Need to Know About the Public Service Loan Forgiveness Waiver Program
July 2022 Issue: How Ideal Client Profiles and Case Studies Improve Advisor Marketing
July 2022 Issue: Keeping Case Studies Compliant
July 2022 Issue: To Win Prospective Clients, Provide Proof
July 2022 Issue: My Love Letter to Voicemail
July 2022 NAPFA Advisor Magazine - Full Issue
Episode #28: Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship
August 2022 Issue: Building a Sustainable Technology Platform
August 2022 Issue: Move Beyond a CRM with Process Control Software
August 2022 Issue: Delegating technology management to your team: why it matters and how to pull it off
August 2022 Issue: Young Widows and Widowers Face Complex Social Security Rules
August 2022 Issue: Answer the Most Important Question on Your Prospect's Mind!
August 2022 Issue: Fee-only planners discuss the application and limitations of technology
Episode #29: Blessings in Disguise: Using Obstacles to Fuel Success with Veronica Dagher
September 2022 Issue: 5 Top Priorities for NAPFA's Public Policy Advocacy
September 2022 Issue: 2 Threats Facing Today's Investors-- and the Regulatory Response
September 2022 Issue: A Compliance Professional's Take on the New Marketing Rule
September 2022 Issue: Coaching Clients Through Challenging Markets
September 2022 Issue: Q&A with Emlen Miles-Mattingly of Onyx Advisor Network
September 2022 Issue: Conference Tips For You and Your Team
September 2022 Issue: How to Communicate Effectively with Clients While Remaining Complaint
Episode #30: Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success with Mac Gardner
October 2022 Issue: How to Align Your Offers to Your Purpose to Sustain Success
October 2022 Issue: Stick to a Theme to Make Communications Effective
October 2022 Issue: Meet NAPFA's 2022 Award Recipients!
October 2022 Issue: How to Set Your Marketing Budget
October 2022 Issue: 3 Issues in Disclosure of Conflicts of Interest and Compensation
October 2022 Issue: Ethics: Necessary, Nuanced, and Hard to Teach Well
October 2022 Issue: Why Cultural Competency is Important for Your Business
0-Claiming NASBA CE (Prerequisite Live Event)
Episode #31: Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions with Gary J. Boelhower, PhD
November 2022 Issue: How to Help Your Clients with the Older-Adult Housing Decision
November 2022 Issue: Health Savings Accounts: Planning Opportunities and Pitfalls
November 2022 Issue: Make the Most of Your Clients' After-Tax Retirement Plan Contributions
November 2022 Issue: 5 Considerations When Proposing Cash Balance Plans to Clients
November 2022 Issue: Optimizing Your Self-Employed Business Clients' Social Security Benefits While Minimizing Their Tax Liability
November 2022 Issue: Women Wise: The Essential Guide to Financial and Lifestyle Decisions as We Age by Eleanor Blayney, CFP® and Marjorie Fox, CFP®
November 2022 Issue: Run Your Practice Better with Insights from the NAPFA Fall Conference
November 2022 Issue: 5 Ways to Manage Fractured Focus in Your Business
November 2022 Issue: Incorporating Tax Preparation or Tax Planning into Your Practice: the Good, the Bad, the Ugly
August 2022 NAPFA Advisor Magazine - Full Issue
September 2022 Advisor Magazine - Full Issue
October 2022 NAPFA Advisor Magazine - Full Issue
November 2022 NAPFA Advisor Magazine - Full Issue
Episode #32: Emotional Intelligence - How to Improve and Use EQ in Everyday Life
December 2022 NAPFA Advisor Magazine - Full Issue
December 2022 Issue: 3 Top Technology Trends for Financial Advisors in 2023
December 2022 Issue: Preparing the Next Generation of Planners with "Soft Skills"
December 2022 Issue: Top 5 Exam Priorities in 2023 for SEC-Registered Investment Advisosr
December 2022 Issue: College Application Trends and How Advisors Can Help Clients Navigate Them
December 2022 Issue: Looking Ahead with NAPFA's New Strategic Framework
December 2022 Issue: DEI at NAPFA
December 2022 Issue: Why Does Home Country Bias Exist in Investing— and what You Should Do About It
NAPFA Nation Episode #01: Talent Pool: Advancing Diversity in the Financial Planning Profession with Luis Rosa
Pro Bono Power: Delivering Financial Planning Advice with Empathy
January 2023 NAPFA Advisor Magazine - Full Issue
January 2023 Issue: Can Financial Advisors Use One-Time Financial Plans to Grow Their Business?
January 2023 Issue: 9 Pitfalls of Internal Succession Planning—and How to Avoid Them
January 2023 Issue: Cultural Competency: Understanding More about Clients’ Values and Beliefs
January 2023 Issue: A Look at NCEF with Board of Trustees President Danielle Seurkamp
January 2023 Issue: Transitioning a Firm from Founders to Successors
January 2023 Issue: How to Avoid Advisor Burnout
NAPFA Nation Episode #02: The Curious Learner: Creating an Open Canvas with Wendy Hartman
August 2022 Advisor Magazine - Full Issue
February 2023 Issue: Beyond Special Needs Trusts: 3 Additional Estate Planning Considerations for Special Needs Families
February 2023 Issue: 5 Estate Planning Mistakes Every Planner Should Avoid
February 2023 Issue: The 3 Tiers of Domestic and International Asset Protection Pools
February 2023 Issue: Advisors’ Limiting Beliefs Sabotage a Firm’s Bottom Line
February 2023 Issue: 6 Myths About Boundaries in Professional Relationships
February 2023 NAPFA Advisor Magazine - Full Issue
NAPFA Nation Episode #03: Encore Performance: Changing the Conversation about Money and Finances with Elizabeth Jetton
March 2023 Issue: Your Video Assets Need Strategy to Generate ROI
March 2023 Issue: How to Move the Needle with Social Media
March 2023 Issue: Loom: Tech Fad or Game-Changer?
March 2023 Issue: Creating Content That Supports a Scalable Client Communications Experience
March 2023 Issue: An Annual Tradition: Birthday Letters to My Grandchildren
March 2023 Issue: Cash Flow Rules That Help Clients Reach Their Goals
March 2023 NAPFA Advisor Magazine - Full Issue
ENLITE: Psychology of Financial Planning & Mental Health Training
NAPFA Nation Episode #04: Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession with Katie Burke and Bridget Grimes
April 2023 NAPFA Advisor Magazine - Full Issue
April 2023 Issue: How One Financial Planning Firm Tackles DEI
April 2023 Issue: Women Are More than Their Gender
April 2023 Issue: How Financial Advisors Can Help Develop Financial Literacy among Children in Underserved Communities
April 2023 Issue: How Firms Can Attract and Retain Diverse Advisors
April 2023 Issue: Embracing Childfree People: A Diversity, Equity, and Inclusion Perspective
April 2023 Issue: The Value of a Dynamic Asset Allocation in Your Plan
April 2023 Issue: Are We Doing Enough for the Next Generation?
April 2023 Issue: Building DEI into Your Firm’s Daily Life
April 2023 Issue: The Beginning of NAPFA
NAPFA Nation Episode #05: Your Amazing Financial Life with Tara Unverzagt
May 2023 NAPFA Advisor Magazine - Full Issue
May 2023 Issue: Two Changes to Empower Organic Growth
May 2023 Issue: Planning for Publicly Funded Long-Term Care Insurance
May 2023 Issue: Why RIAs Should Give Annuities Another Look
May 2023 Issue: Term Life Insurance Business in 2023: What It Takes to Capitalize on Current Demand
May 2023 Issue: Building Trust in the Wild West of Financial Planning
May 2023 Issue: Create a CEO Week to Boost Your Productivity!
May 2023 Issue: Insurance and the Fee-Only Planner
May 2023 Issue: Growing Up with NAPFA
NAPFA DEI Training and Certificate Program
June 2023 NAPFA Advisor Magazine - Full Issue
June 2023 Issue: Are Financial Planners Stuck in the 1970s?
June 2023 Issue: Markets Don’t Care about Your Politics … but Clients May
June 2023 Issue: Disrupting Your Client Event Patterns for Greater Inclusivity
June 2023 Issue: One More Thing
June 2023 Issue: Going Beyond the 529 for More Sophisticated College Planning
June 2023 Issue: Beyond Personality Assessments: Why Identifying Thinking and Learning Styles Is Key for Long-Term Growth
June 2023 Issue: Looking Ahead with Keynote Speakers
June 2023 Issue: NAPFA and the History of Financial Planning: From Salesperson to True Advisor
NAPFA Nation Episode #06: “Fiduciary Values, Exemplified: How Volunteering as a NAPFA Member has Paid Off Over the Years” with Lydia Sheckels
NAPFA DEI Training and Certificate Program
NAPFA Nation Episode #07: “Retirement Redefined: How to Balance Time, Money and Joy” with Glenn Frank
July 2023 NAPFA Advisor Magazine - Full Issue
July 2023 Issue: Help Your Clients Raise Kids Who Aren’t Entitled
July 2023 Issue: Creating Accountability Charts That Support Exceptional Service
July 2023 Issue: Technologies That Help Advisors with Client Retention
July 2023 Issue: NAPFA Genesis in NAPFA’s History
July 2023 Issue: What Wordle Has Taught Me about Financial Planning
July 2023 Issue: The Profession’s Evolution as Viewed by CFP Board Veterans
Understanding Your Client’s Financial Personality
NAPFA Nation Episode #08: “Embracing Fiduciary Excellence: 40th Anniversary Reflections from NAPFA's First President” with Gary Pittsford
August 2023 Advisor Magazine Full Issue
August 2023 Issue: Why Financial Advisors Need to Embrace Zero-Trust Cybersecurity
August 2023 Issue: Lessons Learned on the Journey of Loving Our CRM System
August 2023 Issue: Using Technology to Conduct an Effective Hybrid Meeting
August 2023 Issue: Bridging the Risk Gap: An Ongoing Journey for the Client and the Advisor
August 2023 Issue: Client Conversations: Moving from Facts to Feelings
August 2023 Issue: Operations Teams, Review These 4 Questions Before You Audit Your Tech Stack!
August 2023 Issue: The DEI Initiative in NAPFA’s History
NAPFA Nation Episode #09: “Time Machine: How the Billable-Hours Business Model Works for Advisors and Clients” with Mark Berg
September 2023 NAPFA Advisor - Full Issue
September 2023 Issue: NAPFA Promotes Fiduciary Financial Planning
September 2023 Issue: Don’t Be Fooled by the ETF Label: Single-Stock, Leveraged, and Inverse ETFs Pose Significant and Underappreciated Risks
September 2023 Issue: Meet NAPFA’s 2023 Award Recipients!
September 2023 Issue: NAPFA’s Friends Celebrate NAPFA’s 40th Anniversary
September 2023 Issue: How to Create a Diverse Internship Program
September 2023 Issue: NAPFA’s First Decade
September 2023 Issue: The Juggling Act is Real: How Advisors Can Balance It All and Avoid Burnout
September 2023 Issue: 6 Essential Areas of Compliance
NAPFA Nation Episode #10: “Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala
October 2023 Issue: Using ChatGPT and Other AI tools for Content Creation
October 2023 - Full Issue
October 2023 Issue: Putting Ethics at the Center of Our Profession
October 2023 Issue: Writing to Fuel Your Growth as an Advisor and a Writer
October 2023 Issue: NAPFA’s Second Decade
October 2023 Issue: Sharing Memories for Future Generations
October 2023 Issue: It’s Time to SWOT Your Referrals
NAPFA Nation Episode #11: "Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch
November 2023 - Full Issue
November 2023 Issue: Preparing Your Clients for Happiness in Retirement
November 2023 Issue: Using Medicare Open Enrollment to Strengthen Advisor-Client Relationships and Create More Comprehensive Financial Plans
November 2023 Issue: Help Aging Clients Discuss Their Priorities
November 2023 Issue: Attaining Tax Control through Tax Diversification
November 2023 Issue: The Women’s Initiative in NAPFA’s History
November 2023 Issue: NAPFA Fall Conference Keynotes Discuss Economic Outlook, AI, Fintech
November 2023 Issue: An Intergenerational Perspective on Working in Financial Planning
November 2023 Issue: The Role of Taxes in Your Practice
November 2023 Issue: NAPFA’s Third Decade
NAPFA Nation Episode #12: Intentional Visibility: Benefits of an Inclusive Workplace Culture with Dana Wilson
December 2023 - Full Issue
December 2023 Issue: How Small Wealth Management Firms Can Become Hugely Valuable
December 2023 Issue: Regulatory Trends for Investment Advisors
December 2023 Issue: Focus on the Now for a Successful Future
December 2023 Issue: Facilitating Change to Achieve Goals as AI Changes Financial Planning
December 2023 Issue: Some of Our Clients Are Struggling with Addiction. We Can Help.
December 2023 Issue: The Rise of the Sabbatical
December 2023 Issue: The NAPFA Large Firm Forum in NAPFA’s History
December 2023 Issue: NAPFA DEI Initiative Advances Diversity, Equity, and Inclusion
December 2023 Issue: Time Management for Advisors: Strategies and Tools to Compound the Value of Your Time
December 2023 Issue: NAPFA’s Fourth Decade and through the Years
NAPFA Nation Episode #13: “Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera
January 2024 - NAPFA Advisor Full Issue
January 2024 Issue: Incentive Compensation Strategies for the Paraplanner Career Path
January 2024 Issue: Feedback Conversations: Pitfalls and Solutions for Effective Feedback Conversations
January 2024 Issue: Communicating an Advisory Practice Merger or Acquisition to the Clients
January 2024 Issue: Wealth is Women’s Work: An Overdue Book
January 2024 Issue: Finding the Right Path: Why Going Solo Isn’t Always the Right Answer
January 2024 Issue: 5 Problems RIAs Face Organizing Their Back Office
NAPFA Nation Episode #14: “Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson
February 2024 - Full Issue
February 2024 Issue: Recruiting New Financial Planners to Your Firm
February 2024 Issue: Reviewing Estate Plans for Planning Opportunities
February 2024 Issue: International Clients: Don’t Dabble, Refer
February 2024 Issue: Engaging Women’s Wealth through Inclusive Family Meetings
February 2024 Issue: Tough Conversations
NAPFA Nation Episode #15: “Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson
March 2024 - Full Issue
NAPFA Nation Episode #16: “Honing Skills: How Volunteering within NAPFA’s Professional Community Can Lead to Career Growth” with Jeff Jones, Abby Hasling, and Stephen Fletcher
April 2024 Full Issue
Fireside Chat: Inspiring HUMANS to Take Action on Financial Planning To-Dos
NAPFA Nation Episode #17: “Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther
NAPFA DEI Training and Certificate Program
May 2024 - Full Issue
NAPFA Nation Episode #18: See It, Be It: Advocating for Inclusion and Diversity with Jordan Dyson
June 2024 - Full Issue
NAPFA Nation Episode #19: Lives Under Care: Using Dollars and Cents to Create a Rooted Plan with Amy Irvine
Breaking the Burnout Cycle
July 2024 NAPFA Advisor Magazine - Full Issue
NAPFA Nation Episode #20: Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone
August 2024 NAPFA Advisor Magazine - Full Issue
NAPFA Nation Episode #21: Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf
September 2024 NAPFA Advisor Magazine - Full Issue
Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients
NAPFA Nation Episode #22: First-Generation Wealth Creators: Build a Better Financial Future with Luis Rosa
Becoming More Intentionally Inclusive
October 2024 NAPFA Advisor Magazine - Full Issue
November 2024 NAPFA Advisor Magazine - Full Issue
NAPFA Nation Episode #23: Inclusivity in Finance: Empowering Women and LGBTQ+ Communities with Jennifer and Lisa Dazols
December 2024 NAPFA Advisor Magazine - Full Issue
NAPFA Nation Episode #24: Empowering Women, Community, and the Fiduciary Standard with Bridget Venus Grimes
NAPFA Nation Episode #25: The Future of Fiduciary Advice: Bob Veres on AI, Growth, and Client Relationships
NAPFA Nation Episode #26: Unlocking Tax Insights for Smarter Financial Planning with Kevin Knull, CFP®
February 2025 NAPFA Advisor Magazine - Full Issue
How Complex Assets Can Fuel Clients’ Charitable Giving
Navigating Eldercare: Partnering with Care Managers
Tax-Advantaged Investment Solutions with Opportunity Zone Investing
March 2025 NAPFA Advisor Magazine - Full Issue
NAPFA Nation Episode #27: Strength in Community: Joni Alt on NAPFA’s Impact, Communication, and Fiduciary Commitment
January 2025 NAPFA Advisor Magazine - Full Issue
NAPFA Nation Episode #28 | Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role
April 2025 NAPFA Advisor Magazine - Full Issue
NAPFA Nation Episode #29: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning
Gen X – Get Ready for Inherited Annuities and LTC Hybrids (On Demand)
NAPFA Spring 2025 National Conference Proceedings
Beyond Investments: How Advisors Are Growing AUM with Holistic Planning
Understanding Gold’s Role in Portfolio Stability
NAPFA Nation Episode #30: Leveling Up: Lifelong Learning, Leadership, and Community at NAPFA
NAPFA Nation Episode #31: Elevating The Profession: Fiduciary Standard and the Future of Financial Planning
May 2025 NAPFA Advisor Magazine - Full Issue
June 2025 NAPFA Advisor Magazine - Full Issue
July 2025 NAPFA Advisor Magazine - Full Issue
Operation Financial Freedom: Strengthening Financial Foundations for Disabled Veterans
NAPFA Fall 2025 National Conference Proceedings (for non-attendees)
NAPFA Fall 2025 National Conference Proceedings (for attendees)
Fall into Open Enrollment with Long Term Disability Tips
NAPFA Nation Episode #32: Community, Fiduciary Standards, and Niche Expertise
Making The Choice to Lead
The Future of Charitable Giving: Tax-Efficient Strategies and OBBBA Impacts
IAR CEs - Standard Package #3: Four On-Demand Courses from Fall 2025 Conference
August 2025 NAPFA Advisor Magazine - Full Issue
September 2025 NAPFA Advisor Magazine - Full Issue
What You Need to Know Before Buying into a Firm
How to Write a Business-Building Book in 90 Days
Best of NAPFA 2025 Conference Recordings: Comprehensive Collection
Best of NAPFA 2025 Conference Recordings: Core Collection
_2026-2027 Self-Report: CLASSROOM/WEB
_2026-2027 Self-Report: 2-CE ETHICS COURSE (one approved 2-CE Ethics course)
_2026-2027 Self-Report: WRITING (up to 8 CEs per cycle, at 2 CEs each)
_2026-2027 Self-Report: PRO BONO (up to 4 CEs per cycle)
_2026-2027 Self-Report: READING (up to 8 CEs per cycle)
_2026-2027 Self-Report: TEACHING/PRESENTING (up to 8 CEs per cycle)
Build a Four-Stage Digital Growth Funnel
How to Build a Strong Personal Network
Mastering Student Loans: Refinancing, Repayment, PSLF, and Advisor-Led Savings
Long-Term Care: How to Protect Your Clients’ Future
New Member Orientation
Tax and Charitable Gift Planning
Beyond the Token: Investing in the Backbone of Bitcoin
Trump Accounts: What Advisors Need to Know
Stupid in Love: Intentional Estate Planning for Married Couples
Understand Your SEC Audit - What are Regulators Really Looking For?
Divorce Issues in Financial Planning
401(k) Plans: Gold Mine or Land Mine?
IAR CEs - Package A: Six Courses from Spring 2026 National Conference
Analyzing 1040s for Financial Planning Opportunities
Are You Prepared? Cybersecurity Threats and Incident Response Strategies for 2026 - ON-DEMAND
Conversation Circle: The Evolving Legal Landscape for LGBTQ+ Clients
Conversation Circle: Legacy Beyond Wealth: Preserving Your Family Story
The NAPFA Genesis Emerging Advisors Summit 2026