KEEPING UP

Employers of NAPFA members on best places to work list

Fifteen employers of NAPFA members made the 2022 version of the InvestmentNews “Best Places to Work for Financial Advisers.”

Winning NAPFA employers in the category for firms with 50 or more employees are, in descending order, Accredited Investors Wealth Management, Adviser Investments, Facet Wealth, JMG Financial Group, and The Colony Group. In the 30–49 employees category, Halbert Hargrove, and True North Advisors are the only companies employing NAPFA members. In the 15–29 employees category, the winners employing NAPFA members are, in descending order, McLean Asset Management, Hemington Wealth Management, BerganKDV Wealth Management, Moisand Fitzgerald Tamayo, Bogart Wealth, Financial Symmetry, Vintage Financial Services, and Elwood & Goetz Wealth Advisory Group.

InvestmentNews notes that “Scores from the employee survey represent three-quarters of the weight of the final rankings.”

NAPFA Marketing Playbook Trilogy

The next in NAPFA’s series of three three-webinar master classes on marketing, “Using Email Marketing and Social Media as ‘Push Strategies,’” started on April 27. It will discuss how to effectively use email communications and social media to push out content, why to embrace an automated lead nurture sequence, examples of how other advisors are using it, and how to get started with email programs like MailChimp. Participants will create a “drip nurture” sequence, email campaign, or social media campaign and share it with the coaches and other participants for feedback. The coaches will include Marie Swift and Jonny Swift of Impact Communications and Alex Cavalieri of Seven Group.

Classes will be presented live, on-demand replays will be available, and there is no fee for members to enroll.

Spring Conference, May 4–7, in Atlanta

NAPFA’s next national conference will be held May 4–7 at the Omni Atlanta Hotel at CNN Center. This live event features:

• Face-to-face conversations with fee-only financial planners from across the U.S.
• Foundational, intermediate, and advanced-level content
• Sessions on topics such as investments, tax planning, retirement, estate planning, marketing, and communications
• Opportunities to earn more than 40 NAPFA CE credits

Keynote topics will include “Creating WOW Service Moments,” delivered by Louie Gravance, former Disney Institute professor; “Communicating is a Contact Sport,” Kelly Decker, Decker Communications; and “The Outward Mindset: Seeing Beyond Ourselves,” Chris McIntyre, Arbinger Institute. Register at www.napfa.org/conferences/2022-spring-conference.

Welcome, Emily Harris!

Emily Harris, CAE, has joined NAPFA as manager of marketing & communications. She is a marketing and communications professional with nearly 10 years of experience working for professional associations to improve communication and marketing of membership, certification, fund raising, non-dues revenue, and more. Emily is currently a volunteer for Association Forum and the American Society of Association Executives.

Education planning webinar on May 12

“Education Planning for the Next Decade: Practical Strategies for Success” will be presented as a webinar on Thursday, May 12, at 3:00 p.m. ET by Ross Riskin of the American College of Financial Services. Riskin is also the author of author of The Adviser’s Guide to Education Planning, published by the American Institute of Certified Public Accountants. The cost for members is $39; nonmembers, $59.

Q&A with NAPFA CEO

NAPFA CEO Geof Brown was interviewed by Out & About Communications for “Driving NAPFA membership growth organically through partnerships and new member opportunities.” Brown says, “Eight years ago, NAPFA was an association of about 2,300–2,400 practitioners and students, and right now we’re pushing 4,400, which is really, really exciting to think about that trajectory and just where the association could go into the future.”

He also discusses making NAPFA “a place where people want to engage … beyond just ‘I have to do it because I’m a financial planner,’ … but really to tap into the strength and vibrancy of the community, to … associate with other professionals that are interested in elevating their competency so they can serve consumers in a more meaningful way.”

Thank you, NAPFA volunteers!

April is National Volunteer Month. The time that NAPFA members graciously volunteer helps to shape NAPFA’s programs and events, making them world-class experiences for the member community. Thank you, volunteers, for your time, commitment, and wealth of expertise! All members enjoy a much richer experience because of you.