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 #3: Conversational Selling Skills and the Art of Influence

Session #1: Getting to Yes - The Art of Conversation and Client Conversion

Thursday, September 28 | 3:00 PM ET

In this initial session, which is part of a trilogy of sessions focused on conversational selling skills and the art of influence, you will learn how to enroll people in who you are and how you can help as they seek to realize their goals.


Session #2: Executive Presence - Using Charisma and Gravitas to Your Advantage

Thursday, October 26 | 3:00 PM ET

Building on what you learned in the previous session, we will continue discussing conversational selling skills and how to convert prospective clients into official clients. This time we will focus on the “it factor” and how to get “it” by polishing your communication skills and presenting the most attractive (and authentic) public persona possible.


Session #3: Capstone on Conversational Selling Skills and the Art of Influence

Thursday, November 30 | 3:00 PM ET (75 minutes)

As a capstone to this series, participate in this interactive session to share your thoughts on how you are now seeing your personal brand and public persona as a competitive advantage.


The NAPFA Playbook Series #1 and #2 are now available on the NAPFA Learning Center. Access the recordings here.