NAPFA Fall 2021 National Conference Speaker

Diane MacPhee is a professionally certified business coach working primarily with financial advisors. Ms. MacPhee earned her Certified Financial Planner (CFP®) designation in 1989. Diane had operated a successful sole proprietorship for sixteen years from 1989 until she sold her private fee-only financial planning practice in January 2006. She had served in 1993 as the President of the Northern New Jersey chapter of the FPA. Diane served three years on the national Board of NAPFA and was the conference chair for the Northeast Mid Atlantic Regional 2006 conference. Diane has been on CNBC a number of times as a repeat guest and once on CBS for Wall Street Week. She was also featured in the Wall Street Journal, Cosmopolitan, Consumer Reports, More, Fortune, and the Ladies Home Journal. Diane has been featured at a number of conferences over the years presenting on a variety of practice management challenges that many advisors face and how to approach them with a plan.

In her consulting work Diane focuses on attaining higher levels of efficiency, productivity and revenue. She offers useful advice on the nuts and bolts of managing your business as well as navigating the challenges of Continuity and Succession Planning. Partnering with Diane enables you to improve your office culture, staff relationships and enhance service to clients. This is achieved with an eye toward how to accomplish these essential business goals while designing a fulfilling life outside the office. As a practice management consultant/coach Diane strives to enable her clients to attain results within “their” definition of success. She is practical and aims to work side by side with advisors to hit target goals in a measurable and meaningful way.

On a personal note, Diane lives in the Jersey shore area. She enjoys cycling, reading, travel, learning about fitness, relaxing with family and friends at the beach, and most notably, her Golden Retriever “Pasquale”.