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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

June 2021

Becoming Referable: The Strategies That Are Working Right Now

Learn strategies that create a steady and robust stream of referrals into your business.

Wednesday, June 09, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Panelists: Stephen Wershing and Julie Littlechild
Playbook Emcee: Marie Swift, Impact Communications
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39

Stephen Wershing, CFP®, teaches advisors to develop unique brands informed by client feedback. Ever been frustrated by not knowing how to market your firm? Steve's organization, The Client Driven Practice, leads client advisory boards to get the guidance advisors need to create effective messaging that turns into new clients and referrals. Steve and Julie Littlechild are co-hosts of the blog and podcast called "Becoming Referrable." Learn more at www.AbsoluteEngagement.com.

Julie Littlechild is the Founder and CEO of Absolute Engagement, a firm that helps advisors use ongoing input from clients to evolve the experience, uncover unmet needs, increase referrals and actively engage clients. Julie has worked with and studied successful financial advisors and their clients for more than twenty years and conducts one of the largest investor research studies to examine what clients need, want and expect. Learn more at www.AbsoluteEngagement.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.

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2021 Archives

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

Panelists: Bonnie Sewell, John Enright, Heather Kelly

Published April 9, 2021

Meeting Your Growth Goals in 2021 and Beyond

Presented by Kristin Harad

Published March 10, 2021

Implementing Your 2021 Strategy with Operations at the Wheel

Presented by: Shaun Kapusinski

Published February 9, 2021

Make 2021 Your Breakout Year

Presented by: Joe Lukacs, Magellan Mastermind & Network

Published on January 14, 2021

Remember to listen to the NAPFA Playbook Mindset Mastery Podcasts.