NAPFA Conversation Circles

NAPFA's Conversation Circle series served hundreds of members in 2020 as a way to connect with other peers, discuss topics of importance, and foster community and collaboration. We're hoping the 2021 series is even more successful. Each session is one hour in length, facilitated by a NAPFA member or expert in the topic area, and is designed to be an interaction and lively discussion. See below for information on upcoming sessions and we hope to see you on a Thursday afternoon soon.


Using Traction® to Execute Strategy/ Ron Levene, Patrick Rohe, Rockbridge Investment Management, LLC, JJ Williams, Williams Financial LLC

Thursday, May 13 @ 12:00pm CT

EOS®, the Entrepreneurial Operating System, is a complete set of simple concepts and practical tools that has helped thousands of entrepreneurs get what they want from their businesses. By mastering this simple way of operating, leadership teams of growth-oriented companies systematically and permanently improve. Learn how others are using Traction and the EOS model to better lead their firms.

Register Here

Investments/ Mario Nardone, CFA, East Bay Financial Services, LLC

Thursday, May 20 @ 12:00pm CT

Register Here

Hybrid (Flat + AUM) Fees/ Jeff Jones, Longview Financial & Justin Nichols, Garrett Investment Advisors

Thursday, May 27 @ 12:00pm CT

Join advisors for a conversation about hybrid (flat planning + AUM) fees. NAPFA members will share their experiences and open up the conversation to other members with questions or other perspectives about hybrid fees. This session would be good for advisors who have experience with this fee structure or are considering a change in their firm.

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Women's Initiative- Negotiation/ Danika Waddell, Xena Financial Planning

Thursday, June 3 @ 12:00pm CT

Did you know that only 12.5% of women negotiate their starting salary, versus 52% of men? Men are also 4x more likely to ask for a raise. When women do ask, we request 30% less than men. This leads to as much as $1.5 million in lost income over a woman’s career. How can we advocate for ourselves to ensure we are paid what we're worth? And should we be having these conversations with female clients?

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Genesis Community/ Franklin Gay, Tobias Advisors

Thursday, June 10 @ 12:00pm CT

With remote working becoming a necessity during the height of COVID, many employers are finding that their workers prefer to have flexible work schedules even as vaccine distributions rise and cases decline. This Genesis Conversation Circle will explore how working from home has been going for NAPFA Genesis members, and what best practices can be instituted on a go-forward basis.

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Looking Forward...

June 17 Small Firm Community

June 24 Large Firm Community

July 1 DEI Initiative