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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
November 2021
Working with the Media: How to Endear Yourself to (or Alienate) a Journalist
Thursday, November 11, 2021 4:00 PM ET (3:00 PM CT, 1:00 PM PT)
Panelists: Gail MarksJarvis (Barron's), Taylor Tepper (Forbes), Pam Krueger (PBS)
Playbook Emcee: Marie Swift, Impact Communications
Co-Organizer: Jonny 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.
December 2021
Roundup of Best Ideas from NAPFA’s 2021 Playbook Series
Thursday, December 09, 2021 4:00 PM ET (3:00 PM CT, 1:00 PM PT)
Presented by: Jonny Swift, Impact Communications
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.
2021 Archives
Advanced LinkedIn Skills for RIAs
Tuesday, September 7, 2021 2:00 PM ET (1:00 PM CT, 11:00 AM PT)
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.