Out and About with Financial Fiduciaries – Updates from the NAPFA Spring Conference

travisAt Financial Fiduciaries, one of the best ways we can serve our clients is to make sure that, as advisors, we are at the forefront of industry happenings, news, events and important items that will impact their financial outlook. With that in mind, every year, we have the opportunity to attend the NAPFA Spring Conference.

According to NAPFA, this industry event is created exclusively for fee-only planners. In addition to excellent educational opportunities it a great place to network with other like-minded advisors from around the country. The conference, which was aptly themed “Shaping Behavior,” took place from May 14-16 in Salt Lake City. It featured countless speakers and educational sessions on everything from tips to better serve our clients to compliance issues, industry trends and advice on helping the client build a solid portfolio.

napfa logoOne of the biggest take aways I gained from the conference is the reminder that it is so important to keep learning and growing so I can continue to provide my clients the best possible service! The industry is constantly changing and events such as this conference are a great way for advisors in every stage of their career to re-calibrate, reconnect and refocus their efforts on what is best for the client.

I am now a week or so out from my conference experience, and I am still wading through all the great information that was covered. I look forward to using this material to help my clients develop the best financial plan for their particular situation.


About Objectively Speaking

Tom Batterman, founder of Vigil Trust & Financial Advocacy and Financial Fiduciaries, LLC is in the business of representing the best financial interests of his clients. Having provided objective, fee-only financial management services for over two decades, he specializes in managing the investment and related financial affairs of individuals and mutual insurance companies who do not have the time, interest or expertise to manage such matters on their own. As an objective, unbiased professional who takes on a fiduciary responsibility to his clients, he guides clients to the financial decisions they would make themselves if they had years of training and experience and the time and expertise to fully research and understand all of their options. Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Financial Fiduciaries, LLC is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Financial Fiduciaries does not sell any investment product so its guidance is not compromised by conflicts of interest which plague ordinary advisors. Prior to his employment in the financial industry in financial advocacy and trust positions, he worked at a private law practice in the Wausau area in the areas of estate planning, tax, retirement planning, corporate organizations and real estate. He is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School and has during his career held Series 7, 24 and 65 securities licenses. A longtime resident of the Wausau, Wisconsin Area, Tom is active in the community. He enjoys golf, curling, skiing, fishing, traveling and spending time with his family.
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