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

Business Development Strategies for Solo Firms

Thursday, February 2, 2023

1:00 - 2:00 pm ET

Facilitators: Rich Feight & Sunit Bhalla

Make 2023 your best year yet! Join a robust conversation with other NAPFA solo firm owners on what they are doing to grow their business. Come with suggestions, challenges, and ideas to share with other NAPFA members.

Register

Genesis - Overcoming Obstacles in the New Year with Career Coach Arlene Moss

Thursday, February 9, 2023

1:00 - 2:00 pm ET

Facilitators: Arlene Moss

Please join the Genesis group for a conversation tackling self-improvement and setting goals with XY Planning Executive Coach Arlene Moss. With the new year upon us, this is a great time to banish imposter syndrome, overcome age bias, and find ways to reach your career goals for 2023.

Register

Women's Initiative - Mentorship

Thursday, February 16, 2023

1:00 - 2:00 pm ET

Facilitators: Jen Dawson & Rachel DeCarolis

Join members of NAPFA's Women's Initiative to learn more about its 2023 mentorship program and share ideas with other fabulous advisors. We look forward to a fun discussion about your mentorship experiences - what has worked best, what maybe hasn't worked as well in the past, and how to get the most out of our mentoring relationships. 

Register

Large Firm

Thursday, February 23, 2023

1:00 - 2:00 pm ET

Facilitators: Jeff Johnson & Patrick Rohe

Register