March 2022 - Mid-Market Firms
NAPFA is experimenting with using revenue as a differentiator in addressing the specific needs of mid-market firms (annual revenue $1M - $5M). Everyone is invited; however, the topics will focus on firms this size. The goal of this conversation circle is to have an open discussion and to share common ideas, concerns, and opportunities to the mid-market firms. Topic suggestions may be scaling financial planning services, sharing tech stack ideas and experiences, better understanding continuity and succession planning or discussing common compliance concerns. Bring your ideas, problems, and solutions, and let’s work together to build even better firms.
What questions would you like answered or topics would you like covered in this session?
If you have ideas for other conversation circles, please let us know.