What separates the generalist from the specialist? Dedication to understanding what is on the horizon from a policy standpoint and taking this knowledge back to clients. Clients expect that. And the best way to show that dedication is to attend this year’s NAPA DC Fly-In Forum, set for Sept. 30-Oct. 1 in Washington.
According to attendees at last year’s Fly-In, clients highly value the time their advisor and his or her team spends on understanding the regulatory landscape, cutting through the regulatory and legislative jargon and giving them firsthand information about trends that could reshape their retirement plan strategy.
Attendees reported that having first-hand knowledge about how lawmakers and key congressional staffers think and feel about retirement policy is an invaluable advantage. And attending the Fly-In provides the most up-to-date look at what Washington policymakers are thinking as they reshape the nation’s retirement policy.
In addition, they say, the Fly-In offers a unique opportunity to lobby on behalf of clients and explain to lawmakers the industry’s core contributions to American workers’ efforts to save for retirement.
And finally, there’s the networking. Being a part of the Fly-In, attendees attest, means not only gaining an insider’s perspective, but also being exposed to like-minded people who share similar goals. The Fly-In represents a convergence of elite advisors and offers them a unique opportunity: to network among themselves, to advocate for the industry’s goals with the people who really matter, and to return home with new, critically important intel to serve their practices and their clients.
Fortunately, there are still a few Fly-In Delegate spots open for this year’s Fly-In. But you had better move fast — the window for applying to attend the event, which is free and restricted to NAPA members who meet key criteria, closes this Monday, June 30. Click here to get started.
