Adding Value to Outshine Your Competition

Session #1: What Kinds of Service Add-Ons or Resources Could You Be Offering to Clients?

Wednesday, June 26, 2024

3:00 PM ET

Are you bringing enough value to your clients? Your competitors are rolling out products and services every day to give their clients more, should you too? During this session, we are going to talk about the growing trend of "value adds," what's on the market, and how to discern what's of true value.

Featuring panelists David Flores Wilson, Lindsay Troxell, and Lorenzo Sanchez, with moderator Marianela Collado.


Session #2: How to Know What Your Clients Want from Your Firm

Wednesday, July 24, 2024

3:00 PM ET

The first session reviewed the wide world of options and how to vet them. This session, we'll talk about how your prospects view these value add-ons. With our client engagement and marketing expert panelists, we will dive into your own target market and what they want in their engagement with you.

Featuring panelists Julie Littlechild, Kristen Luke, and Colleen Bowler, with moderator Marianela Collado.


Session #3: Communicating Your Value for Lead Generation and More Clients

Wednesday, August 28, 2024

3:00 PM ET

After deciding what types of value adds you can include and which ones your clients would most appreciate, you need to figure out how to get the word out. With our marketing expert panel, we will talk about how to market these new service offerings in a way that makes all the difference.

Featuring panelists Zoƫ Meggert, Matt Halloran, and Lara Galloway, with moderator Marianela Collado.


Earn 3.5 NAPFA CE hours for completing a full Playbook series of three webinars.

2024 Playbook Series #1: AI and Advisors - 3-Course On-Demand Bundle

Join a host of experts in AI for a masterclass in how to approach this technology and how to make it work for you and your firm. Our panelists come from within the fee-only advisory space as well as from outside, bringing a range broad range of perspectives as well as a depth of knowledge in the AI world. You'll gain knowledge of how to use tools available to advisors, as well as confidence in what can and can't, should and shouldn't be used. Our experts will share an overview of what AI actually is, which tools you can start using, and how to navigate the compliance and regulatory waters around AI. Move forward into 2024 well-equipped with the how and why behind AI.

Access On-Demand

Members: $49 for the three-session series, or $39 per individual session. Non-members: $99 for the three-session series, or $59 per individual session.