Day three of the NAPFA Technology Conference leads to the close of this invigorating trip. I had the opportunity to share many stories and ideas with practitioners and back-office staff alike, and have come away with several new ideas I hope to implement over the next several months. Here is the recap of day three:
Human Capital
Richard Lee of Lee Financial Corporation opened the final day with a session titled Human Capital and Systems. Richard commented that financial advisers have come a long way since the days of VisiCalc, but advisers are still defining the business and profession. He played a video featuring a staff member who discussed how spreadsheets and computer programs simplified financial product illustrations in the early 80s.
If you haven’t done so already, read the Business Insight section of today’s Wall Street Journal. Look for the article titled Get Rid of the Performance Review! by Samuel A. Culbert.
Earlier today, 
Today’s post is a part of 
Did you have clients perform an IRA conversion to a Roth IRA last year? If so, I’m willing to bet that the value of the account when the conversion took place is a bit higher than it is now. There may still be time to undo the conversion and potentially save clients money.
