NAPFA Member Discount for Business Management and Client Communication Training
NAPFA members may receive a 20% discount to Herbers & Company Academy. This exclusive partnership will advance business management and client communication skills via virtual trainings and tools each month with Herbers & Company Academy.
Specific to financial advisory firms, Herbers & Company Academy is online, 24/7 access to training programs, tools, and insights. They cover topics such as business planning, client experience, client communication, digital innovation, operations, employee management, technology, sales, and marketing.
Key benefits include:
- Attend live, biweekly training events and Q&A sessions
- Access downloadable business planning, client communication, digital innovation, operations, employee management, technology, sales, and marketing tools and templates
- Ask questions directly to other experts
- Gain CFP Board continuing education (CE) credits
- Attend deep-dive workshops to master interpersonal communication, leadership, sales, marketing, and growth trends