NAPFA Playbook Series

These series are free for NAPFA members. Earn 3.5 NAPFA CE hours for completing a full Playbook series of three webinars.

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

NAPFA Playbook Series #2: Building Trust and Earning Credibility in a Digital World

Session #1: Magnetic Marketing – Niching in with Ideal Client Personas and Hyper-Relevant Messaging

Thursday, June 1 | 3:00 PM ET (60 Minutes)

In this initial webinar of three sessions focused on building trust and earning credibility in a digital world, learn how to narrow your focus and become a magnetic force so the right people find you and say yes without pressure or stress.

Session #2: Honing In – How Doubling Down on Serving a Specific Niche Can Multiply Results

Thursday, June 29 | 3:00 PM ET (60 Minutes)

Building on what you learned in the first session on niche marketing, we will continue our discussion centered on how advisors who double down on serving a specific niche can move farther faster due to this intensified commitment

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

Thursday, July 27 | 3:00 PM ET (75 Minutes)

As a capstone to this series, participate in this interactive session to share your thoughts on using ideal client personas, avatars, hyper-relevant messaging, and other niche marketing tactics.

Register for the Series

The NAPFA Playbook Series #3 is currently slated to take place on September 28, October 26, and November 30 of 2023. Registration details and additional information will be available soon.