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Financial Planning
What Is Fee-Only Advising
How To Find An Advisor
2021 Consumer Survey
Pro-Bono Assistance
Consumer Resources
What Is A NAPFA-Registered Advisor
Fiduciary 101
The State Of Financial Planning In America
FiGuide Blog
Members
My Account
DEI Toolkit
Advisor Magazine
Member Discounts
Online Store
CE Guidelines
Find An Advisor Resources
Resource Partner Directory
Practice Foundation
Key Policy Issues
Income Solutions
Education
Conferences
2021 Spring Conference
Virtual Learning
AARP BankSafe Program
Mindset Mastery Podcasts
Partner Solutions
Playbook Series
CE Guidelines
Online Store
Community
NAPFA Engage
DEI Initiative
Women's Initiative
Conversation Circles
Serving on the NAPFA Board
Local Study Groups
Get In The Mix
NAPFA Genesis
Speaker Recommendation Form
Industry Partners Marketplace
NAPFA Consumer Education Foundation
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Featured Speaker - The Client Service Model of the Future
Speakers:
Angie Herbers
NAPFA CE Credit:
A (1)
Session Type:
Main
Date:
5/14/2019
Time:
4:50 PM - 5:50 PM
Real world advice on how you can you adapt your processes, mindset, advice and compensation model to position yourself for the client of the future.
Get Ready to Learn, Transform and Grow!
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