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
If you have a topic suggestion, please email it to membership@napfa.org.
Upcoming Conversation Circles
Strategies for Creating an Inclusive Environment for Clients and Teams
Thursday, December 7, 2023
1:00 PM ET
Moderator: Danika Waddell
In this Conversation Circle, firm owners and employees of small and boutique firms will come away with and share actionable steps to create a more inclusive firm. You will learn ideas on how to hire and retain a diverse staff, expand your professional network, and reach a wider audience of potential clients.
Running Client Meetings
Thursday, January 11, 2024
1:00 PM ET
Moderator: Kelsey Bernnan
Join NAPFA member Kelsey Brennan to discuss the format and frequency of client meetings at your firm. This will be an interactive discussion about what materials are distributed, how often meetings are held, and how they are structured. Bring your current practices, challenges, and questions to share with fellow members to help find ways to optimize client meetings.
SEO & Marketing
Thursday, January 18, 2024
1:00 PM ET
Moderator: Allan Slider
Join Allan Slider, founder of FeeOnlyNetwork.com, for brutally honest website reviews and an extended Q&A with a focus on raising your visibility in search engine optimization. Allan has consulted with more than 2,000 NAPFA members over the past decade and will share exactly where to focus your efforts to put yourself, your firm, and Fee-Only advisors collectively at the front and center of the internet. Submit your questions ahead of time or during the call. Opt-in for Allan to review your website live.
Adding Value & Developing COI Relationships
Thursday, January 25, 2024
1:00 PM ET
Moderator: Feraud Calixte
Various Fee Structures
Thursday, February 1, 2024
1:00 PM ET
Moderator: Courtney Ranstrom
In this Conversation Circle, we'll discuss the myriad fee structures a financial planning firm can use, the pros and cons of each, and a regulatory environment that still favors the AUM model. We will talk about how to build a thriving practice that meets your clients needs regardless of fee model.
Client Behavioral Coaching
Thursday, February 8, 2024
1:00 PM ET
Moderator: Brie Black
Join the NAPFA Genesis community for a conversation on client behavioral coaching. Participants will share different schools of thought, the nudges that always work, and how to tailor your advice to an individual. This Conversation Circle is hosted by NAPFA Genesis but is open to all members and non-members.
AI's Role in the Future of Financial Planning
Thursday, February 15, 2024
1:00 PM ET
Moderator: Dana Wilson
Strategies for Achieving Your 2024 Goals
Thursday, February 22, 2024
1:00 PM ET
Moderator: Alyssa Dalbey
80% of New Year's resolutions fail by mid-February, according to U.S News and World Report. In this Conversation Circle, we will go beyond goal setting by discussing strategies to maintain momentum and achieve your goals throughout the year. Participants are invited to share their goal tracking tools, their habit-building techniques, and how they keep goals top-of-mind all year.
Solo Firms: Using Technology & Automation to Increase Efficiency
Thursday, February 29, 2024
1:00 PM ET
Moderators: Sunit Bhalla & Rich Feight
Join NAPFA members Sunit Bhalla and Rich Feight as they discuss their favorite technology tools and automation that increase efficiency for solo practitioners. Bring your ideas to share and/or demo with the group!
Mid-Size Firms
Thursday, March 7, 2024
1:00 PM ET
Moderator: JJ Williams
Large Firm
Thursday, March 14, 2024
1:00 PM ET
Moderator: Jamie Ruff
Legacy Planning & Engaging the Next Generation of Clients
Thursday, March 28, 2024
1:00 PM ET
Moderator: Cheryl Krueger