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 membership@janalanmckenzie.com.
Upcoming Conversation Circles
Solo Firms: Using Technology & Automation to Increase Efficiency
Thursday, February 29, 2024
1:00 PM ET
Moderators: Sunit Bhalla & Rich Feight
Join NAPFA members Sunit Bhalla and Rich Feight as they discuss their favorite technology tools and automation that increase efficiency for solo practitioners. Bring your ideas to share and/or demo with the group!
Mid-Size Firms
Thursday, March 7, 2024
1:00 PM ET
Moderator: JJ Williams
Large Firms: Building Out a Management Team
Thursday, March 14, 2024
1:00 PM ET
Moderator: Jamie Ruff
As your firm grows, the need to build out your management team grows. In this Conversation Circle, we'll discuss the challenges of building such a team and adapting it as you go, and the lessons learned. We'll look at the opportunities presented by this growth, and the questions we should be asking ourselves as we continue to develop our firm and its leadership.
Legacy Planning & Engaging the Next Generation of Clients
Thursday, March 28, 2024
1:00 PM ET
Moderator: Cheryl Krueger