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.


Genesis Conversation Circle- How to get more from your Annual Review

Thursday, December 9 @ 12:00pm CT- Brooklyn Brock, CFP®

Join your fellow Genesis advisors in a small group discussion on how they prepared for reviews and evaluations, negotiated starting salaries, raises, and better benefits, and communicated their value to company leadership.

As an industry specialist advising other financial planners, Brooklyn can offer her unique perspective and experience in succession planning and career advancement to the discussion.

Register Now