Thinking Outside the Gift Box: The Art of Creative Client Gifting
By Christine T. DeMao
At our firm we view our clients' special occasions as an opportunity to deepen our connection to them and express our gratitude for their business. Personalizing gifts to mark these moments takes time and effort but it can be a client engagement strategy designed to improve client retention and drive referrals, and it may even help an advisor stand out in a competitive market.

 

Elevate Your Practice: Integrate Life Goals with Financial Strategy
By Cindy Jennings
While most financial advisors excel at gathering information to set solid financial goals for their clients, the actual value lies in encouraging clients to envision their lives 10 or more years ahead. This deeper understanding leads to more detailed goals. The result is a more comprehensive and personalized financial plan that aligns with all of a client's long-term needs.

 

Turning Events Into Assets: The New Paradigm for Financial Services Events
By Elyse Stoner and Angela York
Events have been a marketing tool in financial services for years. Perceived as an important tool to show appreciation, deepen relationships, and increase referrals, events are often those programs we feel we need to do. But today’s successful events are based on your business goals, have their own connected metrics, and are intentionally designed. 

 

Trusting Your Gut
By Lauren Lindsay, CFP^®
If I have reservations or concerns about a situation, I need to heed the warning. I am fortunate to have had some incredible mentors through NAPFA over the years, and as I celebrate 26 years in this profession, it seems like a good time to pay it forward. If your “planner gut” is talking to you, it is important to listen. 

 

Trend Spotting: 5 Tips for Advisor Marketing in 2025
By Laura Garfield
You don’t have to be a Tik Tok sensation. You don’t have to push out content on social media three times a day. And you don’t have to launch a weekly podcast to be successful in 2025. Now that we have that out of the way, let's dig into some high-impact ideas you can easily embrace in the upcoming year.