Helpful information from NAPFA National

Holy cow… The 2012 NAPFA National conference in Chicago, IL had the largest showing since its 2007 National conference. This year there were 525 members of National Association of Personal Financial Advisors and 150 exhibitors.

Mike Byrnes covered the conference and wrote a handful of articles for Financial Planning:

Using the Net to Catch Potential Clients
Learn how a website can capture leads and move them along in the sales funnel.

How Golf Can Help Women Advisors Increase Sales
Understand how many deals are done on the golf course, so women should consider using the male-dominated sport to their advantage.

What Women (Investors) Want
Get insights from a panel of diverse females and learn how advisors should work with them.

Succession Success Stories
Discover what a panel of advisors of varying ages shared for best practices when planning and executing a succession.

Snapshots from the NAPFA National Conference
Check out pictures Mike took while at the conference.

Mike also wrote an article for RIABiz:

A John Wooden disciple makes 13 points to RIAs at NAPFA about how to excel
Be inspired by lessons learned from one of the greatest basketball coaches of all time.

For help with any of these topics, reach out to Byrnes Consulting today.


Ask for a free consultation



Reach out via email or contact form


Call at 832-4BYRNES [832-429-7637]


Follow on LinkedIn


Follow @ByrnesConsultin


Like or Follow


Watch Byrnes Consulting YouTube videos