Master Marketing Classes: From Theory to Practice

NAPFA’s Master Marketing Classes are curated sessions that help you build your marketing acumen and put theory into practice. The Master Marketing Classes provide hands-on learning and real-world examples to help you:

  • Capture new email addresses and names and expand your email list
  • Build drip marketing and lead nurture sequences
  • Spike online visibility and authority while fueling social media and email campaigns

Earn 3.5 NAPFA CEs for each Master Class you complete.

Cost to attend:

  • Members: Complimentary
  • Non-members: $100 for each Master Class (series of three sessions)

The Marketing Playbook Trilogy

The “Marketing Playbook Trilogy” is made of three Master Classes:

  • Master Class #1: Using Gated Lead Magnets as a "Pull Strategy"
  • Master Class #2: Using Email Marketing and Social Media as "Push Strategies"
  • Master Class #3: Using Custom Content as an Inbound Marketing "Pull Strategy"

Unlike NAPFA’s previous Marketing Playbook Webinars, these Master Classes were designed to complete as a series. Classes will be live and available on-demand (sessions 1 & 2) after the initial run date.

Each Master Class includes three sessions:

  • Session 1: Discuss “the what” and “the why” (60 min)
  • Session 2: Dig deeper with “the how” and complete an assignment that puts the theory into practice (60 min)
  • Session 3: An interactive review of participants’ implementation with real-time feedback (75 min)

Master Class #1

Classes will be live and available on-demand (sessions 1 & 2) after the initial run date.

Master Class #1: Using Gated Lead Magnets as a "Pull Strategy"

Coaches: Marie Swift, President and CEO of Impact Communications, Jonny Swift, Director of Social/Digital Strategy at Impact Communications, and Claire Akin, President and CEO of Indigo Marketing Agency

This Master Class includes three sessions:

Wednesday, Jan. 26, 2022, 4 pm ET

The WHAT: What is a lead magnet, how does it help with lead generation, examples of how other advisors are using lead magnets.

Wednesday, February 23, 2022, 4 pm ET

The HOW: How to create a lead magnet and use it to build your prospective client list.

Wednesday, March 23, 2022, 4 pm ET

Live FEEDBACK: Create a lead magnet and share it with the coaches/participants for feedback

Master Class #2

Master Class #2: Using Email Marketing and Social Media as "Push Strategies"

Coaches: Marie Swift, President and CEO of Impact Communications, Jonny Swift, Director of Social/Digital Strategy at Impact Communications, and Alex Cavalieri, Co-Founder and CEO of Seven Group

This Master Class includes three sessions:

Wednesday, April 27, 2022, 4 pm ET (60 min)

The WHAT: How to effectively use email communications and social media to push out content, why embrace an automated lead nurture sequence, examples of how other advisors are using it.

Wednesday, May 25, 2022, 4 pm ET (60 min)

The HOW: How to get started with email programs like MailChiimp or Active Campaign, how to manage and segment lists, how to set up automations.

Wednesday, June 22, 2022, 4 pm ET (75 min)

Live FEEDBACK: Create a drip nurture sequence / email campaign or social media campaign and share it with the coaches/participants for feedback.

Master Class #3

Master Class #3: Using Custom Content as an Inbound Marketing "Pull Strategy"

Coaches: Marie Swift, President and CEO of Impact Communications, Jonny Swift, Director of Social/Digital Strategy at Impact Communications, Rita Cheng, CFP®, CEO of Blue Ocean Global Wealth, Jody Jacobson, PhD, Founder of the Human Skills Institute, and Natasha Knox, CFP®, Principal Advisor at Alaphia Financial Wellness

Register for Master Class #3

This Master Class includes three sessions:

Wednesday, Aug. 24, 2022, 4 pm ET

The WHAT: Why authenticity and content marketing works to engage people and position the advisor as a subject matter expert / trusted professional, examples of how other advisors are using custom content.

Wednesday, Sept. 28, 2022, 4 pm ET

The HOW: How to create audio, video, blogs, news releases and other engaging ungated content to attract attention and feed email and social media campaigns.

Wednesday, Nov. 2, 2022, 4 pm ET

Live FEEDBACK: Create a video, podcast, blog or news release and share it with the coaches/participants for feedback.