Recent NAPFA Conference Unveils Slightly Different Direction For Planning Group Hot

0.0 (0)
Write Review


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

User reviews and Comments

There are no user reviews/comments for this listing.
Already have an account? or Create an account