Recent NAPFA Conference Unveils Slightly Different Direction For Planning Group Hot
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Previously, NAPFA was known as the "fee-only" trade organization, but the new emphasis -- rolled out at last week's member retreat in Salt Lake City -- is on delivering financial planning service via multiple channels.
The tag line in the client-facing promotional campaign is "The Power of Trust."
While NAPFA is still expanding fairly rapidly -- last year saw a 6% spike in membership -- Susan John warns that the group could still become "irrelevant" if it fails to evolve along with the industry.
A new website is in the works.
This Website Is For Financial Professionals Only
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