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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

August 2021

Online Presence and SEO Best Practices for RIAs

Thursday, August 12, 2021 4:00 PM ET (3:00 PM CT, 1:00 PM PT)

Panelists: Jonny Swift, Brien Shanahan, Brent Carnduff

Playbook Emcee: Marie Swift, Impact Communications

1 NAPFA CE in K – Marketing and Practice Management

Member: Free; Non-Member: $39

This is part of the NAPFA 2021 Playbook Series sponsored by Allianz.

Digital marketing expert, Jonny Swift, is VP and Director of Social/Digital Strategy at Impact Communications, a marketing communications firm that has for the past 28 years worked exclusively with independent advisors and allied institutions. Jonny has presented at FPA, NAPFA and ACP conferences as well as the Barron’s Top Women Advisors Summit. Learn more at www.ImpactCommunications.org.

SEO expert Brien Shanahan is co-founder of Top Ranked Advisor, an online marketing firm dedicated to helping financial advisors grow their businesses online. He has been working with financial advisors since 2008, having founded SEO4Advisors in 2011. Nearly a decade later, after lead roles at two international tech startups, he merged SEO4Advisors with Advisor Web Marketing to form Top Ranked Advisor. Learn more at www.TopRankedAdvisor.com.

Playbook emcee, Marie Swift, is founder and CEO of Impact Communications, a marketing communications firm that has worked with a who’s who list of financial advisors and industry thought leaders over her 30-year career as a consultant, coach, mentor and thought leader in her own right. Learn more at www.ImpactCommunications.org.

Register Here

2021 Archives

Becoming Referable: The Strategies That Are Working Right Now

Co-Presented by: Stephen Wershing and Julie Littlechild

Published June 9, 2021

Mastering the Conversation: Client Care, Self-Care, and Lessons Learned from 2020

Panelists: Bonnie Sewell, John Enright, Matt Ohme

Published April 9, 2021

Meeting Your Growth Goals in 2021 and Beyond

Co-Presented by Kristin Harad and Marie Swift

Published March 10, 2021

Implementing Your 2021 Strategy with Operations at the Wheel

Panelists: Shaun Kapusinski, Edgar Tobias, Kaylyn Melia, and Ann Gugle

Published February 9, 2021

Make 2021 Your Breakout Year

Presented by: Joe Lukacs

Published on January 14, 2021

Remember to listen to the NAPFA Playbook Mindset Mastery Podcasts.