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

Business Development Strategies for Solo Firms

Thursday, February 2, 2023

1:00 - 2:00 pm ET

Facilitators: Rich Feight & Sunit Bhalla

Make 2023 your best year yet! Join a robust conversation with other NAPFA solo firm owners on what they are doing to grow their business. Come with suggestions, challenges, and ideas to share with other NAPFA members.


Genesis - Overcoming Obstacles in the New Year with Career Coach Arlene Moss

Thursday, February 9, 2023

1:00 - 2:00 pm ET

Facilitators: Arlene Moss

Please join the Genesis group for a conversation tackling self-improvement and setting goals with XY Planning Executive Coach Arlene Moss. With the new year upon us, this is a great time to banish imposter syndrome, overcome age bias, and find ways to reach your career goals for 2023.


Women's Initiative - Mentorship

Thursday, February 16, 2023

1:00 - 2:00 pm ET

Facilitators: Jen Dawson & Rachel DeCarolis

Join members of NAPFA's Women's Initiative to learn more about its 2023 mentorship program and share ideas with other fabulous advisors. We look forward to a fun discussion about your mentorship experiences - what has worked best, what maybe hasn't worked as well in the past, and how to get the most out of our mentoring relationships. 


Large Firm

Thursday, February 23, 2023

1:00 - 2:00 pm ET

Facilitators: Jeff Johnson & Patrick Rohe