Product Catalog

How to Create a More Powerful and Engaging Advisor Profile – NAPFA Credit Only

  • Author: Marie Swift
  • Category: K-Marketing and Practice Management
  • Published: 09/12/2017
  • Member: $0.00
  • Non-Member: $59.00

Many advisors struggle to create a powerful and engaging profile on find-a planner directories — and even on their own website and social media accounts. But having a really good profile is vital: many prospective clients will not click through to inquire about your services (and may even discount you entirely) unless a few important things come into view in fairly short order.
What can NAPFA members do to improve their profile pages and generate more inquiries? Don’t miss this fun and informative webinar featuring marketing experts Marie Swift (Impact Communications), Allan Slider (, and Khalid Usmani (GuideVine). You will also hear from NAPFA Members who not only have profiles that work to their advantage, but who are also getting good, substantive inquiries from their NAPFA Find-an-Advisor profile. Watch this 1-hour conversation, which includes real-time screen sharing and advice from 3 marketing experts and 3 NAPFA members, to learn how you can improve YOUR Find-an-Advisor profile.
1 hour of NAPFA CE in K- Marketing and Practice Management will be posted in your NAPFA CE record after downloading this recording.
Cutting Edge, recorded session from September 2017