Best Practices for Optimal Client Connections | NAPFA 2026 Conference

Best Practices for Optimal Client Connections at the NAPFA 2026 Conference in Atlanta, GA

What if the best communication style and best onboarding practices for serving non-traditional clients are in fact the best practices for serving all clients? This panel will share evidence from their research and practices that illustrate how to improve various elements of client service for maximum engagement. Whether you have identified a niche to serve or you want to serve the broadest population possible, the research and examples that will be shared should elevate the level of your success. Some of the newest research from the Love and Money Center and decades of practice refinements will be presented.

Speakers

• Christine Hargrove
• Ben Jacobs-Nichelson
• Michael Walther