NAPFA Conversation Circles

NAPFA Conversation Circles are facilitated by a NAPFA member or expert in the topic area and are designed to be an interactive and lively discussion with peers.

Intended Audiences: Each Conversation Circle has an intended audience, as outlined below. These are meant as guidelines, and any member or non-member is welcome to join any conversation that they’re interested in.

Solo Firms - 1-2 employees, under 1M in revenue (~ less than 100M AUM)

Mid-Size Firms - 3-10 employees, and between 1-5M of revenue. (~100M-1B AUM)

Large Firms - 11+ employees, and over 5M of revenue. (~ over 1B AUM)

Genesis - Financial advisors aged 33 and under

Upcoming Conversation Circles

September 2022

Large Sized Firms

Thursday, October 6 at 1:00 pm ET

Facilitators: Don Rochleau, Patrick Rohe, and Jeff Johnson

Don is Director of Business Development at Buckingham Strategic Wealth. A non-wealth advisor and a master marketer and presenter, his entire focus is on working with Buckingham Wealth Advisors to increase their new business opportunities. During the conversation, Don will share successful new business strategies. Participants will have the opportunity to share their own strategies, ask questions, and engage in discussion.

Register Here

Mid-Sized Firms

Thursday, October 13 at 1:00 pm ET

Facilitator: Kay Dee Cole, Clarity Wealth Development


Join the mid-sized firm community for an interactive discussion about outsourcing. All financial planners have things we do in our business that we find are better to outsource. What have you outsourced lately and why? Bring your challenges and solutions to this meeting and learn from your peers.

Register Here

Writing and Publishing

Thursday, November 3 at 1:00 pm ET

Facilitator: Ann Garcia, Independent Progressive Advisors


Join Ann Garcia, NAPFA member and author of the newly released "How to Pay for College" will facilitate a conversation around writing and publishing. She'll cover questions such as how do you start writing for your practice? How do you leverage your writing into other areas? How does a blog become a book? Come with questions about the writing and publishing process, and enjoy an interactive discussion with other NAPFA members.

Register Here

If you have a topic suggestion, please email it to Nikki Palluzzi.