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

September 2020

Tales from the Trenches: Marketing that Works for Advisors Today

Wednesday, September 30 at 3:00 pm ET (2:00 PM CT, 12:00 PM PT)

Presented by: Marie Swift and a Panel of Three Advisors
Member: Free; Non-Member: $39

Every single one of us has had to adjust as the realities of the global pandemic became apparent this spring. But while these have been challenging times for us individually and as a nation, not every advisor is struggling. In fact, some advisors are thriving. You’ll meet three such advisors during this important webinar: Haleh Moddasser, CPA, of Stearns Financial Group (, Tony D’Amico, CFP®, of Fidato Wealth ( and Nicole Strbich, CFP®, CPWA, EA, of Buckingham Advisors (, will join Playbook 2020 emcee Marie Swift (, to share what’s working – and what’s not – when it comes to client communications and building your business through thick and thin.

Learning Objectives:

  • Ideas for improving digital communications with current/prospective clients, journalists and COIs
  • New ways to think about marketing and business communications as the nation adjusts to continued uncertainty and concerns
  • Thoughts on year-end 2020 marketing campaigns

October 2020

Client Segmentation Strategies to Improve Profitability

Tuesday, October 6 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: Cameo Roberson, AAMS
Member: Free; Non-Member: $39

The longer an advisor is in business, the more clients they acquire and, as result, the more staff, overhead, and time is required to service clients. As a firm becomes more complex, a popular idea is that an advisor can “grow” their way out of problems, only to discover that the problems grow too. As success ensues, it breeds more demands and the need for additional revenue. When the balance to “keep it all together” gets out of alignment, the business continues, but with decreasing efficiency and effectiveness. This can result in friction that slows a firms’ development, impeding revenue, profitability and growth. Guest presenter Cameo Roberson, AAMS, shares how Client Model development enables firms to restore a healthy balance among client relationships and enhance the level and quality of services and profitability.

Learning Objectives:

  • How to evaluate the profitability of each client segment and create a service model for your A-B-C clients
  • How to design a process to evaluate service capacity and better leverage your team to get maximum productivity
  • How to establish service standards that align fees and account minimums with firm revenue and profitability goals

November 2020

Advertising on Social Media to Boost Your Brand

Tuesday, November 10 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Jonny Swift, Impact Communications
Member: Free; Non-Member: $39

Having a strong social media presence is more important than ever, and many advisors are jumping on the social media bandwagon with strong social media marketing efforts. However, some advisors are having a difficult time growing their audience and getting engagement on their social media posts, even though they’re producing and posting the right kind of content on a regular basis. This is where social media advertising comes in, where even a small budget can go a long way. Advertising on social media and boosting your posts is a cost-effective way to reach a larger targeted audience, get more engagement on your posts and activity, and gain more followers and prospects. Guest presenter Jonny Swift of will join Playbook 2020 host Marie Swift to share how to effectively create social media advertisements and boost posts in order to reach a larger audience and increase your social media following and engagement.

Learning Objectives:

  • Understand how to create cost-effective ads and boost social media posts on Facebook, LinkedIn, and Twitter
  • Be able to create ideal target audiences for your social media ads, including creating Lookalike audiences on Facebook
  • Know how to determine what kind of content is ideal for advertising and boosting on social media

2020 Playbook Series Archives

Step Up Your Marketing Mindset in 2020 (March 2020)

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

Earn 1 NAPFA CE in K – Marketing and Practice Management

Tech Talk with Bob and Joel (April 2020)

Presented by: Bob Veres and Joel Bruckenstein

Earn 1 NAPFA CE in K – Marketing and Practice Management

Elevating Your Client Experience with Technology (May 2020)

Presented by: Nelson Greene, Technology Consultant, TD Ameritrade Institutional

Earn 1 NAPFA CE in M – Technology

How to Give Your Clients Exactly What They Want (June 2020)

Presented by: Stephen Wershing, CFP®

Earn 1 NAPFA CE in K – Marketing and Practice Management

How to Produce Your Own Podcast -- and Why (July 2020)

Presented by: Marie Swift, Mark Pearson and Ken Robinson

Earn 1 NAPFA CE in K – Marketing and Practice Management

SEO and Online Visibility Tactics for Financial Advisors (August 2020)

Presented by: Jonny Swift and 2 panelists

Earn 1 NAPFA CE in K – Marketing and Practice Management

Remember to listen to the NAPFA 2020 Playbook Mindset Mastery Podcasts