Stay Tuned to NAPFA’s Range of Educational Resources

By Kathryn Dattomo

Amid the flurry of this busy season, I encourage each of you to stay tuned to NAPFA’s range of educational resources designed to enhance your professional growth and expertise. Don’t miss the insightful roundup from our NAPFA Region Symposium chairs, who generously took a moment to share their thoughts with us. Register today to attend the NAPFA Spring 2024 National Conference, slated for May 8–11, in the lively city of Fort Worth, Texas. Explore the depth of strategic knowledge via AI and Advisors in our Playbook Series. The Learning Center, with its comprehensive modules, stands as a valuable repository of knowledge. Engage with our insightful webinars, offering real-time insights from industry experts. Conversation Circles provide a unique forum for collaborative discussions, fostering shared insights and collective learning. And don't forget to tune in to the NAPFA Nation podcast, where industry leaders share their experiences and expertise.

This month’s issue is brimming with practical tips and valuable takeaways designed to elevate your professional practice. From harnessing the impact potential of client testimonials in videos (don’t miss all the examples!) to understanding the power of niches, our marketing segment is a must-read. We have delved into budgeting strategies and highlighted one change that could make it easier for your clients. Furthermore, this issue includes inspiring reflections on mentorship. We explore the dynamic relationships between mentors and mentees, emphasizing the critical role mentorship plays in succession planning. And we feature perspectives from our Women's Initiative Program, adding a diverse and enriching dimension to the discourse on mentorship.

As I mark the one-year anniversary in my role as your CEO, I express my heartfelt gratitude to each member for your support and active engagement. It has been a privilege to lead and serve this esteemed community of financial planning professionals. Your dedication to professional excellence and the collaborative spirit within NAPFA are truly inspiring. Thank you for being integral participants in the NAPFA community. I am invigorated by the potential of our collective achievements in the years ahead.

Looking forward to connecting with many of you at the upcoming conference in Fort Worth.