NAPFA Playbook Series

The first Playbook Series of 2023 is open for registration! This series is free for NAPFA members. Earn 3.5 NAPFA CE hours for completing the full series of three webinars.

NAPFA Playbook Series #1: Improving the Client Experience and Attracting Ideal Clients

Session #2: Wowing with Service - Moving Clients from Simply Satisfied to Raving Fans

Thursday, February 23 | 3:00 PM ET

New York Times best-selling author and "abundance activist" Ellen Rogin, CPA, CFP® will explore using client feedback to create tailored experiences, how to identify your superpower, and creating the "wow factor" you can use with your clients.

Session #3: Capstone on Improving the Client Experience and Attracting Ideal Clients

Thursday, March 23 | 3:00 PM ET

As a capstone to this series, participate in this interactive session to share your thoughts on gathering client feedback, using testimonials that bubble up, articulating your value, attracting ideal clients, and improving the client experience.

Register for the Series

The NAPFA Playbook Series #2 and Series #3 will take place later in 2023. Registration details and additional information will be available soon.