Best Practices for Delivering Financial Plans to Clients (Peer-to-Peer Panel)

Course Information

Content Level: Foundational
NAPFA Subject Area: A-Financial Planning Process

Course Description

Four financial planning professionals will share insights on client interaction, engagement and retention, as well as best practices for delivering financial plans to clients. The purpose of this webinar is to give NAPFA members an opportunity to hear from fellow members on the various ways they deliver financial plans to clients, and what they have found that enhances client engagement, understanding and/or efficiency for the advisor.

Speaker

Angela Dorsey

Mindy Cleaveland

Chuck Clifton

Marge Schiller

Summary


Availability:	Retired


Cost:	Member: $0.00 Non-Member: $39.00


Credit Offered:	No Credit Offered

Create Account

Recommended

Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes

1 NAPFA CE

$0.00 - $39.00

(10)

Tax Planning as a Year-Round Sport

Multiple Credits

$0.00 - $39.00

(10)

Estate Planning for Income Taxes: Maximizing Step-Up In Basis For Couples

Multiple Credits

FREE

Brand Building, and Conversation Starters for Successors

1 NAPFA CE

$39.00 - $59.00

(1)

Finding Your Career Path – the Road to Success

1 NAPFA CE

$0.00 - $39.00