Why Financial Advisors Need to Embrace Zero-Trust Cybersecurity
By Steven Ryder
Zero-trust operating environments are considered by many to be the best-in-class approach to managing cybersecurity in today’s world. Learn how zero trust differs from other approaches to safeguarding a financial planning firm’s technology and data.

Lessons Learned on the Journey of Loving Our CRM System
By Liz Miller
It is nearly impossible for advisors to deliver client-centered service without a fully integrated customer relationship management (CRM) system. One advisor shares how her firm has successfully deployed three generations of CRM systems.

Using Technology to Conduct an Effective Hybrid Meeting
By Bill Prewitt
Mixing a virtual meeting with in-person participation can become a stumbling block to participant engagement. You can bridge the gap between virtual and in-person participants with a new technology: the all-in-one conferencing camera-speaker-microphone device.

Bridging the Risk Gap: An Ongoing Journey for the Client and the Advisor
By Tim Kochis and Akhil Lodha
In the ever-changing world of financial planning, one constant remains: the imperative to align a client’s risk profile with their investments. One of the most significant technological advancements in recent years is the use of software solutions that facilitate risk assessment.

Client Conversations: Moving from Facts to Feelings
By Holly Donaldson
When it comes to money, feelings abound. But our culture is geared to equate money conversations with facts and numbers. Getting from facts to feelings in a conversation takes emotional intelligence.

Operations Teams, Review These 4 Questions Before You Audit Your Tech Stack!
By Cameo Roberson
The shiny-object syndrome plagues many firms at some point. They can get distracted by the latest new technology. Before you go down the rabbit hole of possible solutions, changes, or adjustments, it’s important to evaluate your existing technology in the context of your business needs.

The DEI Initiative in NAPFA’s History
By Susan Weiner
NAPFA’s Diversity, Equity, and Inclusion (DEI) Initiative started in May 2017. The group’s vision is to create a more inclusive membership by becoming a beacon for diversity within the financial planning profession by building and strengthening relationships between financial planning professionals and the diverse populations they serve. Learn more in this interview with founders Cameo Roberson and Daphne Jordan.

Members on Investopedia List, National Board of Directors Changes, NAPFA Playbook Series,
NAPFA DEI Training and Certificate Program, and more in the August issue.

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