READER RADAR: What Are the Top 10 Team Topics for the 2023 NAPA 401(k) Summit?

When we say that the NAPA 401(k) Summit is built by advisors, for advisors, we mean it—and having closed out our second week of voting on potential workshop topics—let’s check out where things stand.

I know—April (2-4) seems a long ways off. And yes, we don’t “normally” start voting on topics this early. But since we already have the location (San Diego) and the dates (April 2-4), and as we’ve (already) begun working through a list of exciting keynote speakers, and, yes—making plans for Summit “After Dark”… 

First off, the team building topics are (still) waiting for you to weigh in at http://www.allourideas.org/team2023...

…and our product-focused set of potential topics at http://www.allourideas.org/product2023.

So, how’s the voting going?

Well, the top 10 Team Building topics as of today are:

1. Diversifying Your Practice—and Your Practices
2. Establishing a Peer-to-Peer Education/Coaching Network
3. Succeeding at Succession Planning 
4. How to Build—And Keep—a Quality Multi-Faceted Team 
5. Millennials just need to be patient
6. Team Building, Team Binding 
7. How to Be—Or Get—a Mentor 
8. How to Create an Environment Where Everyone Has a Voice
9. Generations Apart—Together at Work
10. Gen X—The overlooked workplace demographic, and why they matter
11. The voting remains open…

With regard to the workshops with a product/service focus, there has been some shuffling—and some new additions. The updated ranking is:

1. Industry trends—being prepared for what’s next (up from #4) 
2. Custom Target-Date Options vs. Managed Accounts (down from #1)
3. Best presentation ideas/suggestions/techniques/Do’s & Don’ts (up from #6)
4. Retirement Income Solutions That Actually Work (up from #7)
5. Why everybody wants—and nobody takes—in-plan retirement income options (holding steady at #5)   
6. Managed Accounts—Just an Expensive Target-Date Fund? (up from #8)            
7. Will Technology Make Target Date Funds Obsolete? (slipping from #3) 
8. Provider fee surveys—a session discussing average fees by providers and benchmarking (up from #10)   
9. The Fad of Financial Wellness   (sliding from #2)           
10. Making More With Managed Accounts (new to the top #10!)

Here too—the voting remains open—and, as you can see, the votes can move the ranking. 

How it Works

As is our custom, we’ve loaded a starter set of topics—ideas from our steering committee, as well as topics that have been heavy and consistent traffic draws on NAPA Net. Our unique online voting tool will bring up two different session topics. You pick the one of the two that you like best—and then you get to pick between another two—and so on.

Don’t like either one? Say so. Got another idea? Add it. 

Every time you suggest an idea, it’s added to the pool of ideas that others vote on (but note—it won’t show up immediately, and if you add it more than once—well, it will only be added once, no matter how many times you try to add it).

Now, there are still dozens (hundreds in some cases) of potential topics in the voting tool—if you don’t see the one you’re looking for, just keep rotating through them—there’s no limit on how many, or how long, you can vote.

Oh—and you can sign up for Summit updates at https://napasummit.org/.