NAPFA ADVISOR
August 13, 2025
 
LLIS
 
INSIDE THIS ISSUE
VOLUNTEER SPOTLIGHT
  
Garrett Chmiola, CFP®, Valeo Financial Advisors
MEET YOUR INSURANCE NEEDS HERE!
Ryan Insurance Strategy Consultants®
Now powered by Gallagher Affinity, Ryan Insurance Strategy Consultants assist Fee-Only Advisors and their clients with Life, Disability, Errors & Omissions, Cyber Liability and Long-Term Care insurance planning. We also oversee the design, implementation, and administration of Group Insurance Membership Benefits for NAPFA members and their employees.
Learn about your NAPFA benefits.
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CHARITABLE GIVING
  
Understanding Qualified Charitable Distributions: A Strategic Tool for Charitable Giving
Christopher D. Flis, CFP®, Founder of Resilient Asset Management
Qualified charitable distributions (QCDs) are a powerful yet underutilized strategy for those who are charitably inclined. They’re a great way to combine generosity and financial savvy.
FINANCIAL LITERACY
  
Raising Money-Smart Kids in a Digital World: Progress, Gaps, and the Power of Starting Early
By Jamie Bosse, CFP®, RFC, CCFC
Schools play an important role in shaping financially capable adults but they can’t do it alone, especially when digital tools are outpacing traditional instruction. Be sure you’re supporting parents—those in the best position to start that education.
ASSET DIVERSIFICATION TRUSTS
  
Hiding in Plain Sight: New Opportunities to Support Clients
By Roger D. Silk and Katherine Silk
Challenged by differentiating yourself to attract new clients and add value for existing clients? Consider a strategy that focuses on making the most of their appreciated assets while helping them keep their taxes in check.
National Family Mortgage, LLC
 
Dimensional Fund Advisors
 

FEATURES
COACHES CORNER
  
Anecdotal is Out, Analytics is In; Where to Start
By Erica Pauly
Discover how not to start when focusing on analytics as well as important data points you should be looking for to add value to your practice.
COMPLIANCE CORNER
  
Are Compliance Concerns Keeping You From Asking Clients for Reviews?
By Brian Thorp
Discover what you need to know to begin collecting testimonials, clear up common compliance misconceptions, and use actionable tactics to win more business with your online reviews.
PRACTICAL OBSERVATIONS
  
More, Better—and Maybe In Need of Fixing
By Bob Veres
Looking back on 43 years of history, I realize the pioneers in this profession would be stunned by the current state-of-the-art if they were whisked here in a time machine. But that same history shows us the profession has to constantly adapt to and correct potentially dysfunctional changes that emerge along the way.

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