NAPFA ADVISOR
October 2023
 
LLIS
 
INSIDE THIS ISSUE
MARKETING
  
Using ChatGPT and Other AI tools for Content Creation
By Marie Swift
Are you curious about how generative artificial intelligence tools like ChatGPT can help you generate content? Some tools can be helpful idea generators, good summary solutions, and springboards for getting work done. But proceed with caution!
ETHICS
  
Putting Ethics at the Center of Our Profession
By Linda Leitz
NAPFA prides itself on being an organization of financial planners with high—some would argue the highest—standards. The CFP® certification is our cornerstone. And we can all be encouraged that CFP Board continues to raise the bar for all those who hold that designation.
MARKETING
  
Writing to Fuel Your Growth as an Advisor and a Writer
By Ann Garcia
Writing can offer huge benefits to your practice. Most importantly, it attracts clients who are interested in your expertise. But how do you start? Learn the essential first steps for creating compelling written content.
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FEATURES
NAPFA’S 40TH ANNIVERSARY
  
NAPFA’s Second Decade
By Susan Weiner
A past chair of NAPFA shares his recollections of the association’s second decade, 1993–2002. See the timeline for more highlights.
PRACTICAL OBSERVATIONS
  
Sharing Memories for Future Generations
By Lydia Sheckels
In working with multigenerational families, we are sometimes asked to share what we know about the grandparents who funded the education account or left an inheritance. This is one reason why I urge you to consider making your clients aware of options for recording their life stories.
COACH'S CORNER
  
It’s Time to SWOT Your Referrals
By Michelle R. Donovan
One of marketing’s foundational strategies for gathering an intense amount of information upon which to make sound decisions is a SWOT analysis. A SWOT analysis takes into consideration the (S) strengths, (W) weaknesses, (O) opportunities, and (T) threats related to a particular topic.
Heifer Foundation
 

Opolis
 

IN EVERY ISSUE
FROM THE EDITOR
  
The NAPFA Advisor’s New Policy on the Use of Generative AI by Contributors
By Susan Weiner
FROM THE CHAIR
  
40 Years Down, More to Go!
By Daphne Jordan
PRACTICE PROFILE
  
Melanie Brophy, Next Play Financial Solutions LLC
KEEPING UP
  
NAPFA Member Briefing, Understanding Diwali, Refer a Member, DEI Case Studies,
NAPFA Fall Conference, Member Discounts, and more in the October issue.
LIMELIGHT
  
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