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

Charting Your Own Career Path with New Planner Collectives Matt Fizell & Jared Machen

Thursday, September 28, 2023

1:00 PM ET

Moderators: Matt Fizell & Jared Machen

Do you feel stuck in your current role? Do you want to advance but don't know how? If you're feeling frustrated and like you've hit a wall in your career, then join us for a conversation with Matt Fizell & Jared Machen. We will discuss how to break out of a rut, navigate a difficult conversation with your boss, and find the right career fit for you.

This Conversation Circle is brought to you by NAPFA Genesis.


Large Firm

Thursday, October 5, 2023

1:00 PM ET

Moderators: Jaime Ruff & Laura Lion


Mid-Size Firms: Different Team Structures

Thursday, October 12, 2023

1:00 PM ET

Moderator: JJ Williams

Are you curious about how other mid-market firms structure their positions, roles, workflows, and client interactions? During this conversation circle attendees will ask to share their organization charts and discuss the pros and cons of different team configurations.