Step Up Your Marketing Mindset in 2020 (2020 Playbook #1) - NAPFA Credit Only

First in the 2020 Playbook Series

Creating a successful marketing mindset is, perhaps, even more important than having the right marketing actions in your marketing plan. Many business owners – including independently owned and operated financial advisory firms – underestimate the value of what they offer.

Key takeaways:
• What your clients can teach you about creating an extraordinary business
• How to think differently and realize greater success in 2020 and beyond
• The “spark” that separates those who achieve unlimited success, wealth and happiness

This is the first webinar of the 2020 NAPFA Playbook series, sponsored by TD Ameritrade Institutional.

Marie Swift is President and CEO of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors and allied institutions.

Julie Littlechild, Founder and CEO, Absolute Engagement, is a recognized expert on the drivers of client engagement and a popular speaker on how client experience is being disrupted and how to leverage those trends to drive referrals.

Jay Wampler is a Vice President of Business Consulting at TD Ameritrade Institutional.

Stephanie Bogan, CEO and Founder, Educe Inc., is a highly sought-after business strategist and executive coach with over two decades helping advisors built elite practices.

1 NAPFA CE in K - Marketing and Practice Management will be posted in your NAPFA CE record after downloading this recording.

This is a recorded webinar from March 26, 2020.