NAPFA Fall 2021 National Conference Speaker

Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. She is the co-founder of Beyond AUM, a growth, marketing and technology agency that specializes in serving financial advisory firms. Halpin's primary focus is to accelerate and guide organizational growth in a positive, sustainable way. With vast, multifaceted leadership experience, Halpin pioneers the strategy and growth initiatives that drive success across every aspect of business — from marketing and business development to the client experience — all while ensuring that decisions and initiatives are aligned with her clients’ overall mission. Halpin has been a featured speaker at numerous industry events and conferences, including the annual eMoney Advisor Summit, and Financial Advisor Magazine’s Invest in Women conference. In addition, Gretchen has been featured in many media outlets including Forbes, Advisor Perspectives and Financial Advisor Magazine.