NAPFA Thought Leadership

Michael Kitces shares his success factors on building an audience and connection through Twitter.

What does your office say about you? Is it an inviting area where clients feel comfortable having conversations about money? Mary Gresham shares research that'll make you consider a new look to your office layout.

Dave Grant, one of NAPFA's 30 most influential people in fee-only financial planning of 2013, shares best practices for attracting gen X & Y clients.

Dave Grant is one of the founders of NAPFA Genesis. NAPFA Genesis is a peer-to-peer networking group designed to encourage professional growth and development among NAPFA members and affiliates who are 33 years old and younger.

What do you say to a grieving client? Do you really want to know how they are? Do you actually know how they feel? Amy Florian shares how best to communicate with a client who is going through a grieving process.

As someone who is buying into a business, what kind of questions should you ask? What should you be prepared for? Roger Pine of Briaud Financial Advisors learned through experience and shares what you should and should not do.

Why is advising couples more of an art than a science? What key factors should you consider to make sure both individuals feel included? Kathleen Burns Kingsbury shares the key to success when advising couples.

Learn why Michael Finke, Professor at Texas Tech University, thinks advisors will be able to give better advice once there is a better relationship between science and advisors.

Michael Kitces is a busy man. When he's not traveling to deliver a keynote speech at the biggest events in financial services, he is writing blogposts for his newsletter, Nerd's Eye View, or providing commentary for the Wall Street Journal. Find out how Michael balances his busy life to still make time to produce great content.

What are the basic theories that are related to retirement income planning and how can they be improved? Hear Michael Finke's ideas for improving the system for today's generation.

As a new advisor, having a good mentor can be crucial for your success, but how do you create a relationship that is symbiotic? Learn what Tim Kober did when he first became an advisor to create a relationship that benefited both him and the mentor.