Help Your Clients Raise Kids Who Aren’t Entitled
By Kristin MacDermott and Jocelyn Baker
Families of wealth want their children to benefit from their hard work and financial blessings, but they don’t want them to feel entitled. Fortunately, we can articulate exactly what leads to entitlement, which helps prevent it.

Creating Accountability Charts That Support Exceptional Service
By Charesse Spiller
Part of growing a sustainable business is hiring and growing an effective team. Firm owners can define and track members’ growth or success by creating accountability charts, structuring the team for increased efficiency, and tracking the extent to which they deliver on standard job functions and “WOW” factors.

Technologies That Help Advisors with Client Retention
By Jonny Swift
Providing a great client experience is essential for any advisory firm, and a high client retention rate can be due to many different factors. Technology solutions play a big role in providing a comprehensive and seamless client experience that contributes to strong client retention.

NAPFA Genesis in NAPFA’s History
By Susan Weiner
For our 40th anniversary, NAPFA is delighted to share this history of NAPFA’s origins. This month, we look at Genesis, NAPFA’s peer-to-peer networking group for advisors under 33, founded under the leadership of Dave Grant, CFP^®. The NAPFA Advisor interviewed Grant, as well as current members Jake Kuebler, CFP^®, EA, and Alan Moore, CFP^®.

What Wordle Has Taught Me about Financial Planning
By Kent W. Schmidgall
One can argue that the financial planning profession is not particularly nerdy, although plenty of nerds can be found here. What cannot be disputed, however, is the ironclad nerd status of a financial planner who attempts to draw corollaries between Wordle and financial planning. 

The Profession’s Evolution as Viewed by CFP Board Veterans
By Linda Leitz
As NAPFA celebrates its 40th year, NAPFA Advisor asked several NAPFA members who have served as chairs of CFP Board for their thoughts about the evolution of the profession of financial planning. Here, these thought leaders share their views on the progress of our profession, as well as hopes for the future.

NAPFA Members on 40 Under 40 List, CE Cycle Deadlines, NAPFA Fall Conference,
Corporate Membership, NAPFA Nation, and more in the July issue.

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