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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
March 2021 Playbook Series
Meeting Your Growth Goals in 2021 and Beyond: Practical Planning and Advice from Two Marketing Pros
Discover fresh ideas and new energy for marketing planning as you review the value of organizing strategic objectives, business development planning and explore an actual RIA marketing plan.
Wednesday, March 10, 2021 3:00 PM (2:00 PM CT, 12:00 PM PT)
Co-Presented by: Kristin Harad, CFP® and Marie Swift
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39
Kristin Harad, CFP®, serves as a coach and outsourced marketing officer to financial advisors. She uses the marketing principles she mastered during her fourteen years in corporate America, couple with the experience she had growing her one-woman financial advisory start-up to a flourishing, profitable business in just a few short years. Access Kristin’s free marketing tools and guides, learn more about her services, and subscribe to her blog at www.KristinHarad.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.
April 2021
Mastering the Conversation: Client Care, Self-Care, and Lessons Learned from 2020
An all-star panel discusses how to improve communications skills and resiliency to improve client conversations in 2021 and beyond.
Tuesay, April 6 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Panelists: Bonnie Sewell, John Enright, Heather Kelly
Playbook Emcee: Marie Swift, Impact Communications
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39
Bonnie Sewell, CFP®, CDFA®, AIF®, CEPA®, is founder and lead advisor at American Capital Planning. She is the author of the book “Love-Jacked! Divorce Your Spouse Not Your Dollars.” Bonnie participated in the “Conversations That Matter” project in 2020. Learn more at www.AmericanCapitalPlanning.com.
John Enright is a tenured financial advisor and founder of Custom Wealth Management. He is also founder of a training program that provides tools for financial advisors who want to master the conversation with business owners and other HNW clients. John participated in the “Conversations That Matter” project in 2020. Learn more about Custom Wealth Advisor Network at www.CWAnetwork.com.
Heather Kelly, CLU, ChFC, RHU, HIA, MHP, is SVP, Advisory & Strategic Accounts, at Allianz Life Insurance Company of North America. Allianz is proud to be bringing commission-free solutions to fee-only advisors. Heather participated in the “Conversations That Matter” project in 2020. Prior to joining Allianz, Heather worked with Joe Duran and the team at United Capital. Learn more at www.allianzlife.com/for-financial-professionals/advisory-solutions
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.
2021 Archives
Implementing Your 2021 Strategy with Operations at the Wheel
Presented by: Shaun Kapusinski
Published February 9, 2021
Presented by: Joe Lukacs, Magellan Mastermind & Network
Published on January 14, 2021
Remember to listen to the NAPFA Playbook Mindset Mastery Podcasts.