See You in Nashville!

By Kathryn Dattomo

Clients expect you to be an expert on a wide range of topics. It can feel like a lot to keep up with but that's where NAPFA steps in. We’re here to help you stay informed and ahead of the game.

This month, we’re spotlighting some key areas to keep you sharp:

Leila Shaver’s piece, “The Impact of AI and Technology on RIAs,” is a must-read. She breaks down how artificial intelligence can be used to improve client service, streamline operations, and give you an edge in the market.

Open Enrollment season can be overwhelming with its myriad of options and regulations. “Advisor’s Survival Guide to Open Enrollment” provides practical tips and strategies to help you guide your clients through this crucial time and make the best decisions for their insurance needs.

In today’s volatile housing market and evolving retirement landscape, effectively using home equity is crucial. “Leveraging Home Equity to Address Volatility, Longevity, and Sequence Risk,” explores how home equity can enhance financial planning and help your clients make informed decisions about their futures.

NAPFA’s Public Policy Committee has been working diligently on your behalf and for your clients. Stay updated on recent developments and their potential impact on your practice with our latest policy update.

And there’s more! We’re excited about our upcoming Fall 2024 National Conference from October 30–November 2 in Nashville, Tenn. It’s a great chance to dive into top-notch education and connect with fellow Fee-Only advisors.

We’re introducing new interactive workshops for hands-on learning, discussions, and real-world problem-solving. These workshops will give you practical skills you can use immediately in your practice. Plus, we have a great lineup of keynotes:

• Jay Mooreland will discuss how to become the top financial influencer in your clients' lives. He’ll cover the science of influence, effective communication tactics, and strategies to help clients make rational decisions.
• Dr. Adrienne Velazquez will share how to balance a million-dollar mindset with faith and family values. Her session will offer guidance on achieving growth without sacrificing what matters most.
• Derrick Kinney will present "5 Steps to Building a 7-Figure Financial Advisory Business," focusing on aligning your business with meaningful causes and attracting high-net-worth clients through standout communication.

We’re also offering two pre-conference sessions: the DEI Training & Certificate Program to help you support a more inclusive firm and better serve diverse clients, and a session featuring the latest SECURE Act regulations to guide you through changes impacting IRA distributions and wealth transfer.

I hope to see you in Nashville next month.