2020 Playbook Webinars

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

Bob Veres and Joel Bruckenstein

Wednesday, April 29, 2020

3:00 PM ET, 2:00 PM CT, 12:00 PM PT

Earn 1 NAPFA CE in K – Marketing and Practice Management

Members: Free / Non-members: $39

In the largest survey of its type in the industry, Joel Bruckenstein of T3 and Bob Veres of Inside Information shed new light on the market share of most software applications used by financial advisors as well as their product satisfaction. Keeping up with the financial services professional technology sector is no easy task, so if you as an independent financial advisor interested in knowing about the leading tech solutions – or struggling to stay ahead of the technology knowledge curve –this webcast is for you.

Key takeaways:

  • Results of the 2020 T3/Inside Information Tech Survey
  • User ratings and market share statistics
  • How to think about your tech stack for ongoing success

Coming in June

How to Give Your Clients Exactly What They Want

Stephen Wershing, CFP®

Wednesday, June 24 at 3:00 PM ET, 2:00 PM CT, 12:00 PM PT

Earn 1 NAPFA CE in K – Marketing and Practice Management

Members: Free / Non-members: $39

Research shows that engaging your clients in co-creating the experience improves engagement, loyalty, and referrals. Stephen Wershing discusses the principles of success behind feedback exercises that produce real results. Two advisors who will describe their experiences conducting their own advisory boards.

Key takeaways:

· What an advisory board can do for your business

· How to compose the right group of clients

· The secret questions that get you the most valuable, actionable information

Mindset Mastery Podcasts

Marie Swift, founder and CEO of Impact Communications, will host a series of short podcast interviews bringing motivational insights and actionable advice to NAPFA audiences. Guests will include names from a "who's who list" of professionals including some of the biggest names in the RIA consulting space as well as respected fiduciary financial planners who are accomplishing great things as they master their own mindset and continue to serve their clients.

Listen to Episode #1 – The Neuroscience of Next Level Success

Marie Swift speaks with Dr. Jody Jacobson, founder of the Human Skills Institute about how the human brain is naturally wired to see what's missing or wrong. Dr. Jacobson tells us how to overcome a negative mindset to create a more positive solutions-based /opportunity-based approach to business success.

Episode #2 - Power of LinkedIn and Relationship Marketing

Kevin Knebl, international speaker, author and coach, shares a simple three-step approach to building better relationships.

Episode #3 May 4 Guest, Robb Baldwin, Founder and Chief Executive Officer at TradePMR, providing technology and custodial services for RIAs, shares some of his story as a quintessential entrepreneur in Mindset and the Entrepreneurial Journey.

Episode #4 June 1 Guest George Kinder, CFP®, RLP® and Founder of the Kinder Institute of Life Planning, shares how to incorporate The Secret to Great Listening into your financial practice to engage with clients with emotional intelligence and build trustworthy relationships.

Watch for new Playbook Webinars coming each month in 2020!

Exclusive Sponsor TD Ameritrade Institutional