Did you know that anyone can call themselves a financial planner? Did you know that all “financial planners” aren’t required to always act in your best interest? Did you know that some financial services professionals are incentivized to not do what’s best for you? Those who do things the right way in the financial planning industry can receive a bad rap because of those who act unscrupulously and don’t treat clients how they should. However, there are many who ALWAYS put their clients’ best interests first.
NAPFA
2018 NAPFA Fall Conference
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I had the opportunity to spend the majority of this week in the City of Brotherly Love while attending the NAPFA Fall Conference.
Find Your Group
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This post isn’t necessarily a post about financial planning, but it explains my experience from spending 3 days with a bunch of financial planners. As I mentioned earlier this week, I was in Chicago from Sunday afternoon through Wednesday afternoon for the NAPFA Summer Leadership Meeting. I was fortunate enough to meet with many successful fee-only financial planners who are passionate about NAPFA’s mission as well as NAPFA Genesis’ mission.
NAPFA Summer Leadership Meeting
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I’ll be in Chicago through Wednesday of this week for the National Association of Personal Financial Advisors (NAPFA) Summer Leadership Meeting. Last month, I was extended an offer to serve as the Social Media Coordinator for the NAPFA Genesis Committee for the 2018-2019 fiscal year. The Leadership Meeting consists of reviewing strategic framework and performance, team building and leadership skill development, and outlining our priorities for the upcoming fiscal year. I feel as if this is a great opportunity for me to give back to my profession by helping other NAPFA members and doing my part to further the fee-only financial planning profession.
