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