WHAT'S in YOUR MARKETING PLAYBOOK?

Attend this FREE Webinar series from NAPFA featuring tips to wow your clients, out-run your competition and win the client acquisition game. Click here to register for one or all of the sessions below. Can’t attend a live session? Archives are below. All sessions will be awarded 1.5 NAPFA CE credit.

MARKETING THAT WORKS FOR ADVISORS TODAY

April 23 – 3:00 - 4:15 pm ET
Marie Swift, Impact Communications

Archived session here

- Standing out in a noisy, digital world

- Creating a marketing plan that works for you

- What does and doesn’t work for other successful advisors

A BOUNTIFUL HARVEST OF NEW CLIENTS

May 7 – 2:00 - 3:15 pm ET

Stephen Wershing, The Client-Driven Practice

Archived session here

- Creating a niche that grows clients

- Planting seeds in daily conversations

- Client Advisory Boards and other feedback

IMPROVING YOUR ONLINE PRESENCE

June 25 – 3:00 - 4:15 pm ET
Allan Slider, FeeOnlyNetwork.com

- Search Engine Optimization (SEO) for today's independent advisor

- Maximize the value of your affiliation and designation profiles

- Who owns your online reputation?

MASTERING THE DIGITAL PROSPECTING FORMULA

July 11 – 3:00 - 4:15 pm ET
Robert Sofia, Snappy Kraken

- Understanding the modern buyer’s journey

- Avoiding the big three marketing lies most advisors fall for

- Content creation and digital marketing

SOCIAL MEDIA SAVVY

August 13 – 3:00 - 4:15 pm ET
Jonny Swift, Impact Communications

- Using social media to solidify relationships and expand your reach

- Simple ways to create interactivity and engagement online

- Tools for mining your social media accounts and netting new leads

USING CONTENT TO ATTRACT IDEAL CLIENTS

September 25 – 3:00 - 4:15 pm ET
Bob Hanson, Quantum Leap Marketing

- Generating qualified leads with webinars and podcasts

- Creating special reports and other prospect magnets without having to write

- Content leveraging tactics and other secrets to success

Capstone Guide Available This Fall

Susan Weiner, editor of NAPFA Advisor magazine, along with the Playbook subject matter experts, will make a Marketing Playbook available in October. This special report can serve as your go-to resource for a quick refresher or a deeper dive into all of the marketing wisdom gleaned from the Marketing Playbook series.