NAPFA 2017 Fall Conference in Orlando was a Hit!

As you can tell by my smiling face above, we had a terrific time at this year’s NAPFA (National Association of Personal Financial Advisors) Fall conference.

AssetBook’s COO, Neel Dattani and I convened with about 300 fee-only financial planners at the Omni Resort in Orlando for one of our most successful conferences to date.Neel

Thanks to Ric Haines, the conference coordinator, we had a prime location in the exhibit hall. We were amazed by the number of clients (at least a dozen) that came by to say hello. We also had a large number of prospective clients stop to see and learn about AssetBook.

It was really great when we had a mix of both current and prospective clients at the booth because our current clients were the ones selling AssetBook to the prospective clients.  It’s hard to beat these strong referrals, especially with this tight-knit group of advisors.

Featured presentation:

In light of the recent Equifax and other data breached, the topic that was trending the most was cybersecurity.  Identity theft expert John Sileo did a keynote presentation on “The Hacker’s Blacklist – Top Threats and Countermeasures for Data Security.”

John’s discussion helped advisors to:

  • Answer the critically important “WHY” of security training before explaining the “HOW TO”
  • Clarify answers to questions like “What is cyber security?” and “How does cybersecurity work?”
  • Convert “humans as your weakest link” into your greatest competitive advantage
  • Prioritize threat trends, such as ransomware, cyber blackmail, Internet of Things, and Denial of Service (DDoS)
  • Detect, reflect and react to social engineering & fraud tools from phishing to pre-texting
  • Build a tactical white-list of critical data, necessary computer security conversations, and next steps


One thing that I found fascinating was when he talked about setting up a network on his laptop while sitting in the lobby of the Omni resort the day prior to his presentation.  He named the network “Omni Free”, and in less than an hour dozens of users logged on to his phony network.  Once they logged in, he could read files, emails, etc.  It was a real eye-opener for everyone in the room.

For more information about expert speaker John Sileo, check out

The conference was everything that we could have hoped for, from the content to the location and venue.  Most importantly, the quality of advisors attending the conference was as good as it gets.  Thanks to all NAPFA organizers for putting on a terrific conference.