NAPFA ADVISOR
November 12, 2025
 
LLIS
 
INSIDE THIS ISSUE
LETTER FROM NAPFA
  
In a year defined by growth, change, and continued commitment to clients, many advisors have found themselves moving faster than ever.
VOLUNTEER SPOTLIGHT
  
Scott Levin
When he’s not helping clients with their estate and charitable planning needs, Scott enjoys volunteering for NAPFA, calling it an excellent way to build stronger connections and better outcomes.
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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OPERATIONS
  
The Power of Pause: Why Making New Clients Wait Can Actually Grow Your Firm (and Protect Your Sanity)
By Andie Clark, CFP®, AFC®, and Sherry Irwin
Discover how employing a waitlist for new clients worked for one firm—and benefit from their lessons learned if you’re thinking about making this operational choice.
GIVING BACK
  
How Pro Bono Financial Planning Helps Advisors Avoid Burnout and Reconnect with Purpose
By Zack Morse, CFP®, SE-AWMA™
Discover that the antidote to burnout may not be stepping away from the profession but leaning into it in a new way—to help people with real, immediate financial needs. 
COMBAT STRESS
  
Even Zen Monks Experience Burnout
By Liz Bernhard, CFP®
Discover three lessons from a Zen monk that can help maintain your joy of service instead of suffering from burnout and overwhelm.
National Family Mortgage, LLC
 
Dimensional Fund Advisors
 

FEATURES
COACHES CORNER
  
It’s More Than Being “Too Busy”: A Love Story About Burnout and Identity
By Lindsay Troxell
Are you burnt out or simply in a situation that isn’t right for you? Discover if your stress is due to a mismatch—and what you can do to rectify the situation.
COMPLIANCE CORNER
  
Silent Threats: Elder Abuse in the World of Registered Investment Advisers
By Thomas D. Giachetti, Esq. and Mittal Patel, Esq.
Investment advisers need a heightened awareness about elder abuse that includes understanding red flags and implementing policies to help detect and avoid its occurrence. 
PRACTICAL OBSERVATIONS
  
Marketing Advice You Didn't Ask For
By Bob Veres
Fee-Only advisors lag behind their fee-based counterparts in the important area of marketing. Consider how being more visible would benefit the public and why positioning is critical to appealing to potential clients.