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 Circle

July 2022

Large Firms

Thursday, July 14, 1:00 pm ET

Moderator(s) - Jeff Johnson and Patrick Rohe

Audience - Large Firms

Join the Large Firm Community to discuss common challenges and opportunities among firms 1B AUM and higher.

Register Here

Delivering Financial Plans - Process/Format

Thursday, July 28, 1:00 pm ET

Moderator - Vid Ponnapelli

Audience - ALL

As a fee-only Financial Advisor, we are in the business of delivering holistic financial plans for our clients. Let us get together for this conversation circle which focuses on 1) What processes each of us has to deliver the plan, 2) What deliverables and format we offer to our clients, and 3) What are the best practices in delivering the plans. Feel free to join the discussion with your ideas and learn from what others offer.

Register Here

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