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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
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- Enhancing Client Relationships
February 2021 Playbook Series
Implementing Your 2021 Strategy with Operations at the Wheel
1:00 PM ET (12:00 PM CT, 10:00 AM PT)
Presented by: Shaun Kapusinski, Director, Technology & Operations, Sequoia Financial Group, Kaylyn Melia, Chief Operating Officer, Socius Family Office, Edgar Collado, Chief Financial Officer & Chief Operating Officer, Tobias Financial Advisors
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39
2021 Archives
Make 2021 Your Breakout Year (January)
Presented by: Joe Lukacs, Magellan Mastermind & Network
(Recording coming soon to Online Store)
Remember to listen to the NAPFA Playbook Mindset Mastery Podcasts.