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Conversation Circle: What You Need to Know Before Buying Into a Firm — Let’s Keep the Conversation Going

Let’s keep the conversation going! Following the insightful webinar with Joey Loss, CFP® and Stephen Fletcher, CFP®, MBA this follow-up Conversation Circle is your chance to dive deeper into the buy-in process from the buyer’s perspective. Join fellow advisors to share experiences, ask questions, and talk through what it really looks like to prepare for and navigate a potential buy-in opportunity. Whether you’re exploring partnership now or just thinking ahead, this is a great space to learn from one another in an open, peer-to-peer discussion.

Did you miss the webinar? That's OK. You can register to watch the recording (free for Genesis members thanks to our sponsors at LLIS). Refer to the content library to access the webinar. If you need assistance, please contact membership@napfa.org.

Moderator: 
Courtney Calotta , CFP® Donalies Financial Planning, LLC

Audience: Genesis Members

Genesis Sponsor:

As part of our commitment to fostering open and honest dialogue, please be advised that recordings of Conversation Circles are strictly prohibited. This measure is in place to uphold the privacy and comfort of all participants. Additionally, we kindly request that attendees refrain from engaging in sales or promotion of products or services during the session.

Noncompliance with these guidelines may lead to removal from the session and from future NAPFA programs. Your cooperation in creating a respectful and conducive environment for discussion is greatly appreciated.