Mastering the Conversation: Client Care, Self-Care, and Lessons Learned from 2020 -NAPFA Credit Only

Bonnie Sewell, John Enright, Matt Ohme

Part of the NAPFA 2021 Playbook Series sponsored by Allianz Life.

Playbook emcee Marie Swift speaks with an all-star panel about improving communications skills and resiliency. 2020 was a tough year for many advisors as they worked to take care of their clients and adjust to new realities. Heather Kelly from Allianz Life Insurance Company of North America; John Enright, owner of a financial advisory firm and founder of the Custom Advisor Network; and Bonnie Sewell from American Capital Planning share the conversations that mattered in 2020 and what we can learn as we work to master client conversations in 2021 and beyond.

Learning Objectives:
• Understand what made the difference for advisors who are thriving in this uncertain environment
• Listen to an advisor who had his best year ever in 2020 – and how he plans to continue on in 2021
• Hear from an advisor who has not only anchored even more deeply her already great client relationships – but is set up to enjoy even more right-fit referrals in 2021
• Learn from a financial services executive who is helping to shape a new toolkit for advisors to use as they seek to Master the Conversation with their financial planning clients
• Discover what you can do to improve your own communication skills

Speaker Bios:

Bonnie Sewell, CFP®, CDFA®, AIF®, CEPA®, is founder and lead advisor at American Capital Planning. She is the author of the book “Love-Jacked! Divorce Your Spouse Not Your Dollars.” Bonnie participated in the “Conversations That Matter” project in 2020. Learn more at www.AmericanCapitalPlanning.com.

John Enright is a tenured financial advisor and founder of Custom Wealth Management. He is also founder of a training program that provides tools for financial advisors who want to master the conversation with business owners and other HNW clients. John participated in the “Conversations That Matter” project in 2020. Learn more about Custom Wealth Advisor Network at www.CWAnetwork.com.

Heather Kelly, CLU, ChFC, RHU, HIA, MHP, is SVP, Advisory & Strategic Accounts, at Allianz Life Insurance Company of North America. Allianz is proud to be bringing commission-free solutions to fee-only advisors. Heather participated in the “Conversations That Matter” project in 2020. Prior to joining Allianz, Heather worked with Joe Duran and the team at United Capital. Learn more at www.allianzlife.com/for-financial-professionals/advisory-solutions.

Playbook emcee, Marie Swift, is founder and CEO of Impact Communications, a marketing communications firm that has worked with a who’s who list of financial advisors and industry thought leaders over her 30-year career as a consultant, coach, mentor and thought leader in her own right. Learn more at www.ImpactCommunications.org.

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 April 6, 2021.