Snapshots from the NAPFA National Conference
May 14, 2012 2:00 PM
Snapshots from the NAPFA National Conference
Advisors and executives from across the financial industry descended on Chicago for the 2012 NAPFA National Conference. Check out some of the images from the event from our correspondent, Mike Byrnes.
Succession Success Stories
NAPFA Nationals 2012 Succession Planning Panel. Left to right: Karen Folk, Jacob Kuebler, Jessica Smith, Scott McLeod and the moderator, Alan Moore.
Check out Mike Byrnes' article about the panel.
Check out Mike Byrnes' article about the panel.
Succession Success
NAPFA Nationals 2012 Succession Planning Panel. Left to right: Karen Folk, Jacob Kuebler, Jessica Smith, Scott McLeod and the moderator, Alan Moore.
Choosing a Business Entity
Martha Ferrari and Russell Francis presenting at NAPFA National on the topic of Choosing a Business Entity
Changing of the Guard
In her last year as Chairperson of NAPFA, Susan John, also founder of Financial Focus, speaks to Ron Rhoades, an assistant professor at Alfred State College, who will succeed John as chair of the fee-only planners group.
In Attendance
FPA Executive Director and CEO Marv Tuttle (left) and FPA President Marty Kurtz.
Best Booth Giveaway
Sincere & Co won the award for best booth giveaway at the conference. Luckily these stuffed animals, which were very popular with attendees, did not start another Great Chicago Fire like Mrs. O'Leary's Cow.
Best Panel
By many accounts, NAPFA Client Perspective: A Women's Panel Discussion, sponsored by the TD Ameritrade Women's Initiative, was the best panel at the conference. (Far right) Terry Savage, a syndicated financial columnist for the Chicago Sun-Times, led a panel of female investors who shared their perspectives on investing. Next to her is Kate Healy, director, solutions marketing & industry relations, at TD Ameritrade Institutional.
Check out Mike Byrnes' article about the panel.
Check out Mike Byrnes' article about the panel.
Best Booth
Quite literally, Scout Investments' booth drew a lot of attention. The company hired an an artists (in the hat) that did self portraits with his finger on an iPad that only took five minutes. See the painting of this lucky attendee in the orange shirt to the left.
Live from NAPFA
Left to right: Marie Swift, president and CEO of Impact Communications, Peggy Kessinger, Principal at Cedar Financial Advisors, LLC, Sheryl Garrett, founder of The Garrett Planning Network, Inc. and Kristin Harad, founder of Next10Clients.
An Upbeat Outlook
Austan Goolsbee, a professor at the University of Chicagos Booth School of Business, gave a keynote presentation: "Standing Still or Standing Up? Laying the Groundwork for U.S. Recovery."
During the presentation, he stressed that if advisors and investors look past the short run at the medium run, the U.S. economic picture does not look that bad.
During the presentation, he stressed that if advisors and investors look past the short run at the medium run, the U.S. economic picture does not look that bad.
Next Gen Advisors
There was a NAPFA Genesis social that drew in over 30 attendees, likely the future leaders of the financial planning industry.
How Golf Can Help Women Advisors
Leslie Andrews Adrienne Wax from Leslie Andrews Golf presented at NAPFA National on How Golf Helps Women Gain the Upper Hand in Business.
Check out Mike Byrnes' article about the panel.
Check out Mike Byrnes' article about the panel.
Relationship Marketing
Kristin Harad, founder of Next10Clients, spoke on the topic of Relationship Marketing in the New World.
In Attendance
(Left to Right) Scott Wenger, Victoria Hamilton and Tim Whiting of SourceMedia.
