At 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.
One 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.