Join your professional peers for new webinars and podcasts each month featuring subject matter

experts and the who’s who of financial planning professionals sharing actionable takeaways on:

  • Practice Management Strategies
  • Step-by-Step Business Tech Solutions
  • Enhancing Client Relationships

SEO and Online Visibility Tactics for Financial Advisors

Tues, August 19 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: Jonny Swift and 2 panelists

Earn 1 NAPFA CE in K – Marketing and Practice Management

Members: Free; Non-members: $39

Search Engine Optimization (SEO) is one of the best investments a financial advisor can make towards growing their business, but it gets more competitive and challenging every year. Your success depends not only on your marketing efforts, but also on your location, target audience, competitors, and trends within the financial planning industry as a whole. The key is in knowing what signals the search engines are using to determine authority, and then focusing on reinforcing or strengthening those signals.

Join Jonny Swift as he interviews SEO and online visibility experts Brien Shanahan of TopRankedAdvisor and Allan Slider of FeeOnlyNetwork on how financial advisors can benefit from the right online strategy.

Learning Objectives:

  • How to improve your website and member directory listings for better search engine rankings
  • Why content marketing is not enough and how to remedy the problem
  • How to identify and close the gaps in your current online strategy

Register by August 5 and you may be the lucky winner of a free SEO audit complete with recommendations from our SEO experts.

2020 Playbook Series Archives

Step Up Your Marketing Mindset in 2020 - Archived Session

Earn 1 NAPFA CE in K – Marketing and Practice Management

Presented by: Marie Swift, Julie Littlechild, Jay Wampler and Stephanie Bogan

Tech Talk with Bob and Joel - Archived Session

Bob Veres and Joel Bruckenstein

Earn 1 NAPFA CE in K – Marketing and Practice Management

Elevating Your Client Experience with Technology - Archived Session

Earn 1 NAPFA CE in M – Technology

Presented by Nelson Greene, Technology Consultant, TD Ameritrade Institutional

How to Give Your Clients Exactly What They Want

Stephen Wershing, CFP®

Earn 1 NAPFA CE in K – Marketing and Practice Management

Part of the 2020 NAPFA Playbook series, sponsored by TD Ameritrade Institutional

Remember to listen to the NAPFA 2020 Playbook Mindset Mastery Podcasts

Watch for new Playbook Webinars coming each month in 2020!

Exclusive Sponsor TD Ameritrade Institutional