AssetBook News

Joining a professional organization has many benefits, such as networking opportunities, continuing education, and industry support. Membership in any industry organization is critical to keeping ahead of changes and furthering their practitioners’ best practices. At Assetbook, we believe there are many benefits that financial advisors receive from their membership in one or more of our industry’s professional organizations:

Community- When it comes to networking, financial advisors can benefit from their membership through interaction with like-minded peers. Many organizations have members at the local, regional, and national levels, making it easy to participate in meetings and events.

Mentorship Opportunities- With wealth management being such a diverse industry, mentorship often presents itself as an additional benefit regardless of years in the industry. Even industry veterans can benefit from mentoring others that are considered experts in specific areas of wealth management.

Many of our industry organizations also provide college students with opportunities to be introduced to the profession, thus creating the option for established advisors to add junior advisors to their practice and grow the industry with well-qualified recruits.

Education- Continuing education is often part of the membership and offered at professional events for a reduced cost or through member-only access. Additionally, professional ‘member-only’ conferences provide knowledge and exposure to the latest technology and other essential business management practices, products, and vendors.

Advocacy- Professional organizations engage with and educate state and federal policymakers on policies that positively or negatively impact our industry.

At AssetBook, we value the relationship we have with The National Association of Personal Financial Advisors (NAPFA) and their members. According to NAPFA’s website, NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

We encourage all financial advisors to check out what NAPFA offers to them as members. AssetBook will be participating in NAPFA’s 2020 Fall Conference, which is a virtual event this year. Access the conferences on-demand sessions, join live sessions, and connect with industry experts and peers at this online event in October. While you’re there, stop by our booth to find out how Pulse by AssetBook’s robust portfolio monitoring and reporting software can bring value to you and your clients.