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
2021 Archives
Roundup of Best Ideas from NAPFA's 2021 Playbook Series
Presented by Jonny Swift, Impact Communications
Published December 9, 2021
Working with the Media: How to Endear Yourself to (or Alienate) a Journalist
Panelists: Marie Swift, Gail Marks Jarvis, Taylor Tepper, Pam Krueger and George Moriaty
Published November 11, 2021
Advanced LinkedIn Skills for RIAs
Panelists: Jonny Swift, Impact Communications, and Charlie Van Derven, Social Advisors
Published September 7, 2021
Online Presence and SEO Best Practices for RIAs
Panelists: Jonny Swift, Brent Carnduff, Brien Shanahan
Published August 12, 2021
Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes
Presented by: Susan Turnbull
Published July 15, 2021
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
Presented by: Joe Lukacs
Published on January 14, 2021
Remember to listen to the NAPFA Playbook Mindset Mastery Podcasts.