MIX (Management Information Exchange) groups are a small network (5-10 usually) of NAPFA members whom have at least 1 thing in common with their practice (fee model, specialize with doctor’s, intentional solo-practitioners, large firm owners, etc.). Since members in a MIX group are spread out across the country, NAPFA provides a toll-free call line and a private community page in NAPFA Engage for group members to connect.
“My fellow MIX members have become long-standing trusted friends that I have called on periodically who have advised me with some complex issues. It has enabled us to get validation on some issues we are dealing with in our practices and given us alternative ways of considering and working on issues to take back to our practice and try out. The peer sharing without reservations, have been most valuable.” – Dave Morganstern
NAPFA currently has 7 MIX groups looking to add members to their already established groups. If you're interested in growing your business by participating in an active, experienced and close-knit networking group, and fit the criteria listed in one of these groups please reach out to the MIX group leader directly.