Tales from the Trenches: Marketing that Works for Advisors Today (Playbook #7) - NAPFA Credit Only

Marie Swift

Seventh in the 2020 Playbook Series

Every single one of us has had to adjust as the realities of the global pandemic became apparent this spring. But while these have been challenging times for us individually and as a nation, not every advisor is struggling. In fact, some advisors are thriving. You’ll meet three such advisors during this important webinar: Haleh Moddasser, CPA, of Stearns Financial Group (www.StearnsFinancial.com), Tony D’Amico, CFP®, of Fidato Wealth (www.FidatoWealth.com) and Nicole Strbich, CFP®, CPWA, EA, of Buckingham Financial Group (www.MyBuckingham.com), will join Playbook 2020 emcee Marie Swift (www.marieswift.com), to share what’s working – and what’s not – when it comes to client communications and building your business through thick and thin.

Learning Objectives:
• Ideas for improving digital communications with current/prospective clients, journalists and COIs
• New ways to think about marketing and business communications as the nation adjusts to continued uncertainty and concerns
• Thoughts on year-end 2020 marketing campaigns

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 September 30, 2020.