NAPFA ADVISOR
October 15, 2025
 
LLIS
 
INSIDE THIS ISSUE
VOLUNTEER SPOTLIGHT
  
Laura Corbiani, CFP®
Meet an advisor who’s grown her practice based on authenticity and appreciates the volunteer opportunities available via NAPFA membership—allowing her to give back as a mentor, promote the Women’s Initiative, and build lasting professional relationships.
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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TEACHING KIDS ABOUT MONEY
  
Bridging the Gap Between Financial Literacy and Financial Technology at an Early Age
By Mac Gardner, CFP®
 Discover how embracing fintech is a good strategy to teach children about money and financial literacy and how your firm can play a role in providing this important education.
OPERATIONS
  
4 Unconventional KPIs That Actually Measure Productivity
By Libby Greiwe, CFP®
Discover how to redefine success using key performance indicators (KPIs) that can reduce burnout, elevate client relationships, and create a business that thrives without grinding you down.
TRUST-BASED PLANNING
  
The Premature Demise of the Trust-Based Estate Plan
By Scott H. Levin, CFP®, ChFC®, CAP®, CEP®, MCEP®
Discover 18 reasons why it might be valuable to implement trust-based estate plans for your clients—regardless of the size of their estate.
National Family Mortgage, LLC
 
Dimensional Fund Advisors
 

FEATURES
COACHES CORNER
  
The Formula for a Winning Job Listing
By Alex Hopkin, CFP®
Learn the five must-haves for your next job listing to ensure you attract the right candidate pool when seeking to add to your team.
COMPLIANCE CORNER
  
Cybersecurity in Wealth Management: A Growing Risk, A Shared Responsibility
By Kerry Rider
With regulators sharpening their focus and cybercriminals targeting high-net-worth individuals, Fee-Only advisors must recognize that cybersecurity is no longer optional; it’s a fiduciary imperative.
PRACTICAL OBSERVATIONS
  
The Enemy Within
By Bob Veres
The media is constantly attempting to usurp the role of a financial planner—to replace you as the trusted source about investing. It’s time to call them out on it.