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!
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.
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.
Now powered by Gallagher Affinity, Ryan Insurance Strategy Consultants assist Fee-Only Advisors and their clients with Life, Disability, 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.
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.
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.
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.