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 Nikki Palluzzi.

Upcoming Conversation Circles

Firm Equity Structures and Gaining Ownership

Thursday, June 1, 2023

1:00 PM ET

Moderator: Brooklyn Brock

Please join the NAPFA Genesis group for a conversation on the various ways you can obtain ownership in your company, considerations when negotiating, and the benefits or drawbacks. Those with questions about the process and those who have experienced it are welcome to share their insights with the group. 

Register

Large Firm

Thursday, June 15, 2023

1:00 PM ET

Moderators: Jeff Johnson & Patrick Rohe

Register

Different Prospecting and Onboarding Processes

Thursday, June 29, 2023

1:00 PM ET

Moderator: JJ Williams

This conversation will focus on different prospecting and onboarding processes. Participants will share best practices, automation, technology, conversion data, etc. Join us to discuss questions, ideas, and challenges!

Register