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-Market 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

MAY 2022

DEI Initiative - Action Steps to Take in DEI

Thursday, May 19 at 1:00 pm ET

Moderators: Bill Hampton and Jadah Riley

You’re interested in getting more involved in DEI, but what’s the best way to take your interest and make it actionable? If you’re interested in what steps your fellow NAPFA members have taken in their firms, and what they’ve learned along the way, we encourage you to register for this circle. Join members of the NAPFA DEI Initiative, Bill Hampton of Hampton Tax & Financial Services LLC, and Jadah Riley of RTD Financial Advisors, Inc. to discuss challenges, wins, and opportunities in the DEI space as you serve your firms, clients, and communities.

Register Here

Solo Firms - What's your Best Event Takeaway so far this Year?

Thursday, May 26 at 1:00 pm ET

Moderators: Rich Feight and Sunit Bhalla

Join your fellow solo planners to discuss takeaways from recent meetings and events. Bring something useful you’ve learned in 2022 at a NAPFA conference, symposia, study group meeting, or MIX group meeting to share. The group will discuss these actionable takeaways and what value they get out of these networking and educational events.

Register Here

June 2022

Genesis- Serving High Earning Professionals, Legacy Clients, and Peers

Thursday, June 2 at 1:00 ET

Moderator: Brie Black

Serving high-earning professionals, legacy clients, and peers: Is your niche with newly minted doctors? Maybe your firm has started a new service offering for younger professionals? Serving younger clients comes with its own set of challenges but can provide a great opportunity to hone your skills as an advisor. Join other Genesis advisors to share experiences, advice, and lessons learned.

Register Here

Mid-Market Firms

Thursday, June 16 at 1:00 ET

Moderator: JJ Williams

Join the Mid-Market firm community to have an open discussion around current hiring strategies, both challenges and successes, and current tech stacks that your firm is utilizing. Come ready to share what's working and what's not, and ask questions of your fellow NAPFA members.

Register Here

If you have a topic suggestion, please email it to palluzzin@napfa.org.