KEEPING UP

New NAPFA Chair and Chair-Elect

NAPFA welcomes Chair Daphne Jordan, CFP^®, and Chair-Elect Joni Alt, CFP^®. They started their new roles on Sept. 1.

NAPFA’s immediate past chair, Jeff Jones, says, “Both Daphne and Joni are exceptional leaders. Each brings a wealth of experience, deep insights into the ever-changing landscape of our industry, and a strong commitment to NAPFA’s mission and core values. I am confident their passions for the NAPFA community will drive NAPFA’s continued success and even greater achievements in the coming years.”

Jordan shared her views on NAPFA’s Diversity, Equity, and Inclusion Initiative in “The DEI Initiative in NAPFA’s History” in the August NAPFA Advisor.

6 DEI Case Studies Available

Wondering about how to implement diversity, equity, and inclusion (DEI) at your firm? Six case studies written by NAPFA members show you how your peers have tackled DEI at firms ranging from solo practitioners to large firms with multiple locations.

Understand the Jewish High Holidays with Tips from a NAPFA Member

“Navigating the Jewish High Holidays: Insights for Financial Advisors,” written by NAPFA member Mark Coffey, explains these holidays, which are celebrated every autumn. “Understanding and respecting the diverse religious observances of clients allows financial advisors to build stronger relationships and provide tailored services,” as Coffey says. The NAPFA DEI Initiative aims to add articles monthly, so check its webpage regularly.

New NAPFA Playbook Series Starts in September

The NAPFA Playbook Series #3, which will take place at 3 p.m. Eastern Time on Sept. 28, Oct. 26, and Nov. 30, will focus on “Conversational Selling Skills and the Art of Influence.” Session #1 will discuss “Getting to Yes—The Art of Conversation and Client Conversion.”

NAPFA Fall 2023 Conference Oct. 18–21 in Louisville, KY

The NAPFA Fall Conference will be held Oct. 18–21 at the Omni Louisville Hotel.

The first keynote will be “Planning for Disruption: How to Future-Proof Yourself, Fearlessly Innovate, and Succeed Despite Uncertainty.” It will help audience members discover how small changes in approach and slight shifts in tactics can help drive breakthrough results. It will also suggest how to plan around uncertainty, future-proof a business, and stay one step ahead of tomorrow’s marketplace—and one step ahead of the competition.

“Preparing for the People-Centered, Technology Enabled, Financial Planning Engagements of the Future” will explore the relationship between technology and financial planning, with a focus on fintech integration into client interaction to amplify a planner’s impact.

“National Economic Update” will cover current economic conditions in the U.S., along with expected economic outcomes in the short and longer terms. It will also cover current monetary policy decisions of the Federal Reserve and how they affect businesses as well as households.

The two optional preconference workshops are “Applying the Psychology of Financial Planning: Grief, Trust and Transparency” and “Tax Planning Over the Next 5 Years.”

NAPFA 40th Anniversary Celebration

NAPFA CE Cycle Deadline Updates

NAPFA-Registered Financial Advisors must complete continuing education (CE) hours during every two-year CE cycle. View your NAPFA CE Summary to see if you need to earn more hours by Dec. 31, 2023. Review the CE Guidelines or email napfa-ces@napfa.org with questions.