NAPFA - National Association of Personal Financial Advisors

Congratulations to the NAPFA Fall 2024 Genesis Scholarship Recipients! 🌟 James "Blake" Bowman, CFP® - Wave Wealth Planning Co. 🌟 Holly Hanger - Candidate for CFP® Certification 🌟 Louis Guajardo, CFP® - Moonshot Planning These outstanding recipients will receive full conference registration and a stipend to support their attendance at sessions, the Genesis Social, and the Genesis Community Meeting. We’re thrilled to see them join us for an exciting conference experience! #NAPFA24 #FeeOnly

Join us #NAPFA24 in #Nashville! Dive into "Chart-Topping Strategies: Hitting High Notes for Your Clients" and unlock innovative insights that will set you apart in the #FinancialPlanning world. Registration fees increase this Saturday—don’t let this opportunity pass you by! https://bit.ly/3y3cy3S Let’s make this conference unforgettable! #NAPFA #FinancialAdvisors #FeeOnly

NAPFA South Region Members: Join us today at 12 PM ET for a quick 15-minute Mixer Call! We’ll share exciting updates, including upcoming events like #NAPFA2024, South Region Reception, and our 2025 South Symposium. It’s a great opportunity to connect and stay informed about what’s coming up for our community! https://bit.ly/40fX0Fw See you soon! #NAPFA #SouthRegion #FinancialPlanning #NAPFAMixer #NAPFASymposium #FeeOnly

🔔 Just 3 days to go! It’s time to roll up your sleeves and get your website working for you. Join us for 2024 Playbook Series #3, Session #2: How Can You Make Your Website Work For You? 💻 In this session, we’ll dive into practical strategies to transform your website into a proactive tool that drives business success. We’ll cover: 🚀 Lead generation techniques that convert 📈 Building effective sales funnels 🌟 Boosting brand awareness Our expert panel— Bridget Venus Grimes, CFP®, Molly Pierce, and Sam McCue, with moderator Lauren Hong—will walk you through the best tools and tech to engage clients and maximize conversions. Plus, learn to track performance and adjust your strategy based on data-driven insights. By the end, you'll have a clear roadmap for turning your site into a marketing powerhouse! Don’t miss out—register now to take your website to the next level! https://bit.ly/4dZcWzm #NAPFA #FeeOnly #WebsiteMarketing #LeadGeneration #BusinessStrategy #FinancialAdvisors #ProfessionalDevelopment

Ready to turn your website into a lead-generating powerhouse? Join us for our next Playbook session in: Your Website - Your Hardest Working Marketing Partner. In this intermediate session, we’ll dive into practical strategies for transforming your site into a proactive business tool. Learn how to: Build effective sales funnels, increase brand awareness, maximize conversions, and utilize the best technology and resources available Our expert panel—Bridget Venus Grimes, CFP®, Molly Pierce, and Sam McCue, moderated by Lauren Hong—will share the tools and insights you need to make your website the cornerstone of your marketing efforts. Save your spot now to enhance your digital presence and drive real results! https://bit.ly/3Y2Ynok #FeeOnly #Marketing #PracticeManagement #WebsiteStrategy #NAPFA #FinancialAdvisors #ProfessionalDevelopment

#FeeOnly articles by Fee-Only #Advisors providing insight and advice to help you advance in your career and grow your practice. Ian J. Gates Angella Welcome, CFP®, MBA Linda Leitz FP Transitions Franklin Gay, MBA, CFP®, EA

Visit the #NAPFA booth at XYPN Live and grab some #feeonly swag!

🌟 NAPFA Women to Know 2024 Spotlight 🌟 Lea Ann Knight, CFP®, is a co-owner and Managing Partner of Better Money Decisions, a woman-owned Registered Investment Advisory firm. With her investing and financial planning background, she enjoys working closely with clients to design and implement customized financial plans. Before joining Better Money Decisions, Lea Ann was a partner at @North American Management, a Boston-based RIA. She was also the founding member of Garrison/Knight Financial Planning, a Limited Partner with Edward Jones, the Chief Administrative Officer for a private equity group at Morgan Stanley, and a Senior Manager for Deloitte & Touche LLP. Lea Ann is also a past financial columnist for Time Inc.’s All You magazine and has been frequently quoted in the Wall Street Journal, SmartMoney, and Kiplingers, among other financial media. Much of her focus has been on helping clients through life transitions and empowering women to manage their affairs with greater confidence. She graduated from Stanford University and holds a master’s degree in Advanced Financial Planning from Golden Gate University. When not helping clients, Lea Ann is forever working on her backhand in tennis. 💼 Why would Lea Ann recommend this professional to other women? 💼 "If you are passionate about empowering women (or really anyone) to manage their financial life with confidence, this is a highly rewarding profession. You will help people every day. And if you are a woman who wants flexibility to scale your work hours up and down as life progresses, there is no better long-term career. In what other profession can you listen to stories, tell stories, do math, laugh, cry and celebrate - and get paid for all of it!" Read Lea Ann's full comments and see more NAPFA Women to Know here - https://bit.ly/4cuFVLK #NAPFA #FeeOnly #FinancialPlanning #WomeninFinance #FinancialAdvisor #WomeninBusiness

Today, we celebrate Indigenous Peoples' Day—a moment to recognize and honor the cultures, histories, and contributions of Indigenous communities. 🌎 Read the official proclamation for 2024 and reflect on the importance of this day: https://bit.ly/3ZZlnqU #IndigenousPeoplesDay #Diversity #Equity #Inclusion #NAPFA

📢 Webinar Rescheduled: "Understanding Life Insurance Underwriting" 📢 Due to internet issues caused by the recent hurricane, we've rescheduled our Genesis webinar, sponsored by LLIS, to November 13. We appreciate your understanding and hope you’ll join us on the new date for this informative session with Meisha Brannan. 🔍 Dive into the life insurance underwriting process and discover how age, health, lifestyle, and medical history impact coverage and premiums. Plus, learn how technology is transforming the industry. 📅 New Date: November 13, 2024 👉 Register: https://bit.ly/4f42Lu5 #LifeInsurance #FinancialPlanning #NAPFAGenesis #ProfessionalDevelopment #InsuranceUnderwriting #LLIS #FeeOnly