The Future of Financial Advice: More like Netflix or a Vending Machine?

< 1 minute

Changes in business models, technology, and demographics are shaping the future of wealth management right now. Hear from Geof Brown, CEO of NAPFA on how these 3 forces are combining to shape the future of the wealth management business and create new opportunities.

Our Guest:

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 NAPFA’s operational success.

He has worked in association management since 2000. Prior to joining NAPFA in 2013, Brown had been an account executive with Sentergroup, a Chicago-based management consultancy specializing in associations and other nonprofit organizations. At Sentergroup, he was responsible for overseeing client relationships, managing day-to-day operations for multiple associations, coordinating the execution of strategic corporate initiatives and contributing to the firm’s business development efforts. Prior to his time at Sentergroup, Brown served as an association manager for SmithBucklin based in Chicago. 

Brown received his Bachelor of Arts degree in government & politics from the University of Maryland and his certificate in fundraising management from Indiana University.



BlueLeaf
BlueLeaf
icon-angle icon-bars icon-times