July 2022
The case for advice-only financial planning
By Jon Luskin
Many do-it-yourself (DIY) investors seek advice-only financial planning. The advice-only financial planning model lets DIY investors cost-effectively engage financial professionals. Advice-only planning also frees planners from the mundane and unrewarding tasks of portfolio implementation and maintenance.
What advisors need to know about the Public Service Loan Forgiveness waiver program
ByJason Anderson

An important change has come to the federal Public Service Loan Forgiveness program, but it requires action before the end of October. Discuss this now with your clients so they don’t miss out.
Helping service members transition out of the military
By Stacy J. Miller
Service members transitioning out of the Army, Navy, Air Force, Marines, Coast Guard, National Guard, and Space Force can benefit from advice beyond that offered by the military’s Transition Assistance Program.
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Learn about your NAPFA benefits.
How ideal client profiles and case studies improve advisor marketing
By Jonny Swift
Many advisory firms and other companies start by developing ideal client profiles that identify the specific types of people they will target. Some firms have found that writing case studies and posting them on their website for prospects to read is a great way to share information about their firm’s mission, staff expertise, and experience.
Keeping case studies compliant
By Scott Snipkie
Running a firm is full of challenges. One of the biggest is just getting clients in the door. Increasingly, advisors use case studies to show what they can help with and how they do it. So let’s discuss several ways to keep your case studies compliant while attracting clients.
To win prospective clients, provide proof
By Stephen Wershing
Proof is a tricky thing for financial advisors. You certainly cannot prove an ability to generate client outcomes. You cannot prove a state of mind. While you cannot prove that value without providing the service, you can show evidence you deliver on the processes that generate the value.
My love letter to voicemail
By Kent W. Schmidgall
In a world of texting and instant messaging, sending and receiving audio messages can seem like an ancient relic from a bygone era. There are so many ways to more efficiently deliver certain kinds of messages. Does a phone call need to be placed merely to submit a simple request?

Follow-up is essential to attract new clients
By Susan Weiner
Time to renew and recharge
By Geof Brown, NAPFA CEO
Patrick L. Carney of Foresight Capital Management Advisors
Fall conference registration opens, new regional board members,
Marketing Playbook Trilogy classes, and more in the July issue.
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