Welcome to episode #22 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Geoffrey Brown and they discuss both exactly what NAPFA is and why what they do for their members could be important to you, as well as good advice for consumers who are trying to navigate the often confusing endeavor of working with a financial advisor.

Geoffrey E. Brown, CAE , is the Chief Executive Officer of the National Association of Personal Financial Advisors (NAPFA). In this role, he is responsible for the association’s strategic direction, external relations, and ensuring its operational success. He has worked in the association management industry since 2000. Prior to joining NAPFA 2013, Brown had been an account executive with Sentergroup, a Chicago-based management consultancy specializing in associations and other nonprofit organizations.

Here is what to expect on this week’s show:
●How Geoffrey became interested in, and involved in, the management of associations (specifically financial ones).
●A breakdown of the different ways that financial professionals charge you for their services.
●Why fee-based financial professionals are often the ones you should stay clear of, but fee for service can be great (which is confusing).
●Information about the fiduciary oath and the code of ethics that members of NAPFA commit to on a yearly basis.
●The types of licenses and certifications that NAPFA members have.
●A look at the retirement planning that NAPFA members partake in with their clients.
●Do most financial advisors know enough to properly advise their clients on Social Security?
●What should people look for when deciding which financial advisor to work with, and how do you find your options to begin with?
●The importance of finding someone who works with the type of niche that you yourself fall into.
●The opportunities that NAPFA members look for to continually grow and better their businesses.

Relevant Links:
https://www.napfa.org

Connect with Geoffrey & NAPFA:
LinkedIn: https://www.linkedin.com/in/geoffrey-brown-cae-9039484/
YouTube: https://www.youtube.com/channel/UCz5dfb61JHACZuH3lNSwmwA
Facebook: https://www.facebook.com/NAPFAFeeOnly/
Twitter: http://www.twitter.com/NAPFA

 

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Posted on March 21, 2022 by Ted Rosedale
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