Announcements

  • Invest in Others

    Since 2015, Invest in Others has acknowledged the importance of encouraging philanthropy at a firm-wide level through our Corporate Philanthropy Award, which was presented annually at the Invest in Others Awards Gala. Inspired by a growing interest in this award category from advisory firms, they have decided to develop a more robust corporate recognition program to enable IiO to spotlight more of these firms than ever before.

    Invest in Others’ Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Submissions will be evaluated blindly based on criteria including incentives, contribution, impact, and inspiration.

    Not only is this a chance to share your good works, but if recognized by IiO, this is an incredible opportunity to bring credibility to your philanthropic programs through peer recognition, help improve employee morale, and also serve as a talking point with clients and prospective new hires.

    Applications are due Nov. 1 and the list will be distributed through InvestmentNews and Barron’s in December at the height of the “giving season.”

  • Invest in Others Charitable Champions List

    Since 2015, Invest in Others has acknowledged the importance of encouraging philanthropy at a firm-wide level through our Corporate Philanthropy Award, which was presented annually at the Invest in Others Awards Gala. Inspired by a growing interest in this award category from advisory firms, they have decided to develop a more robust corporate recognition program to enable IiO to spotlight more of these firms than ever before.

    Invest in Others’ Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Submissions will be evaluated blindly based on criteria including incentives, contribution, impact, and inspiration.

    Not only is this a chance to share your good works, but if recognized by IiO, this is an incredible opportunity to bring credibility to your philanthropic programs through peer recognition, help improve employee morale, and also serve as a talking point with clients and prospective new hires.

    Applications are due Nov. 1 and the list will be distributed through InvestmentNews and Barron’s in December at the height of the “giving season.”

  • Midwest Symposium trying out a new location this year!

    Registration is open for the Midwest Symposium taking place March 6 in a new location - Columbus, OH.  Speakers will include Bonnie Kirchner, Jared Hoffman, John Schuman and John Sestina.  For all the information, including agenda and speaker bios, visit the Midwest Symposium Page.
  • South Symposium Registration is Open

    The NAPFA South Region Symposium is returning to the Georgia Tech Hotel and Conference Center in Atlanta this year - March 3 & 4.  This year's speakers will include:
    Jeff Levine speaking on tax planning;
    Kali Roberge on marketing; and
    John Ceparano on small business retirement planning.  Make your plans to join us today!
  • Peer-to-Peer Panels: Share your experiences with your colleagues

    ​NAPFA’s Webinar Committee is in the process of planning four peer-to-peer panels for 2019.  These panels will allow NAPFA members to share the best practices and worst blunders on particular topics.  

    The Committee is looking for 2-3 member volunteers for two of the topics being planned.  Please read the panel descriptions below and connect with the appropriate committee member if you are interested in participating.

    Peer-to-peer panel on Business Development Highs and Lows
    What is the best thing you have done that wowed prospects or clients? What idea did you have that completely bombed or was proven to be ineffective?  We want to know the good, the bad and the ugly.

    Your peers want to hear the best and the worst in the area of business development.  Small undertakings and big events both qualify.  Tell your colleagues what worked and what didn’t.  Sharing with each other to help us all get better at what we do is the goal. We want to learn from your successes and mistakes.

    Interested in participating? Contact Marie DeCaprio at mariedecaprio3@gmail.com   

    Peer-to-peer panel on Best Practices for Delivering Financial Plans to Clients
    As you all know, one of the biggest – and best – benefits of being a NAPFA member is learning from each other.  And we can all learn something from each other about client interaction, engagement and retention.  That’s why we’re currently organizing a webinar on best practices for delivering financial plans to clients.  The purpose of this webinar is to give NAPFA members an opportunity to hear from fellow members on the various ways they deliver financial plans to clients, and what they have found that enhances client engagement, understanding and/or efficiency for the advisor.

    Interested in participating? Contact Angela Dorsey at angela@dorseywealth.com