Webinar Packages

As part of the packages, you will receive the webinars listed and you will receive instructions via email on how to register for each individual webinar prior to the webinar date.

Master Class #1: Using Gated Lead Magnets as a "Pull Strategy"

$0.00

Master Class #1 - Using Gated Lead Magnets as a "Pull Strategy"

Coaches: Marie Swift, President and CEO of Impact Communications, Jonny Swift, Director of Social/Digital Strategy at Impact Communications, and Claire Akin, President and CEO of Indigo Marketing Agency

  • Wednesday, Jan. 26, 2022, 4 pm ET (60 mins)

The WHAT: What is a lead magnet, how does it help with lead generation, examples of how other advisors are using lead magnets.

  • Wednesday, February 23, 2022, 4 pm ET (60 mins)

The HOW: How to create a lead magnet and use it to build your prospective client list.

  • Wednesday, March 23, 2022, 4 pm ET (75 mins)

Live FEEDBACK: Create a lead magnet and share it with the coaches/participants for feedback

Includes
  • NAPFA Webinar - Master Class #1: Pull Strategy, Session #1: The What - NAPFA Webinar - Master Class #1: Pull Strategy, Session #1: The What
  • NAPFA Webinar - Master Class #1: Pull Strategy, Session #2: The How - NAPFA Webinar - Master Class #1: Pull Strategy, Session #2: The How
  • NAPFA Webinar - Master Class #1: Pull Strategy, Session #3: The Feedback - NAPFA Webinar - Master Class #1: Pull Strategy, Session #3: The Feedback
Master Class #2: Using Email Marketing and Social Media as "Push Strategies"

$0.00

Master Class #2 - Using Email Marketing and Social Media as "Push Strategies"

Coaches: Marie Swift, President and CEO of Impact Communications, Jonny Swift, Director of Social/Digital Strategy at Impact Communications, and Alex Cavalieri, Co-Founder and CEO of Seven Group

  • Wednesday, April 27, 2022, 4 pm ET (60 min)

The WHAT: How to effectively use email communications and social media to push out content, why embrace an automated lead nurture sequence, examples of how other advisors are using it.

  • Wednesday, May 25, 2022, 4 pm ET (60 min)

The HOW: How to get started with email programs like MailChiimp or Active Campaign, how to manage and segment lists, how to set up automations.

  • Wednesday, June 22, 2022, 4 pm ET (75 min)

Live FEEDBACK: Create a drip nurture sequence / email campaign or social media campaign and share it with the coaches/participants for feedback.

Includes
  • NAPFA Webinar - Master Class #2: Push Strategies, Session #1: The What - NAPFA Webinar - Master Class #2: Push Strategies, Session #1: The What
  • NAPFA Webinar - Master Class #2: Push Strategies, Session #2: The How - NAPFA Webinar - Master Class #2: Push Strategies, Session #2: The How
  • NAPFA Webinar - Master Class #2: Push Strategies, Session #3: The Feedback - NAPFA Webinar - Master Class #2: Push Strategies, Session #3: The Feedback
Master Class #3: Using Custom Content as an Inbound Marketing "Pull Strategy"

$0.00

Master Class #3 - Using Custom Content as an Inbound Marketing "Pull Strategy"

Coaches: Marie Swift, President and CEO of Impact Communications, Jonny Swift, Director of Social/Digital Strategy at Impact Communications, and Rita Cheng, CFP, CEO of Blue Ocean Global Wealth

  • Wednesday, Aug. 24, 2022, 4 pm ET (60 min)

The WHAT: Why authenticity and content marketing works to engage people and position the advisor as a subject matter expert / trusted professional, examples of how other advisors are using custom content.

  • Wednesday, Sept. 28, 2022, 4 pm ET (60 min)

The HOW: How to create audio, video, blogs, news releases and other engaging ungated content to attract attention and feed email and social media campaigns.

  • Wednesday, Nov. 2, 2022, 4 pm ET (75 min)

Live FEEDBACK: Create a video, podcast, blog or news release and share it with the coaches/participants for feedback.

Includes
  • NAPFA Webinar - Master Class #3: Custom Content, Session #1: The What - NAPFA Webinar - Master Class #3: Custom Content, Session #1: The What
  • NAPFA Webinar - Master Class #3: Custom Content, Session #2: The How - NAPFA Webinar - Master Class #3: Custom Content, Session #2: The How
  • NAPFA Webinar - Master Class #3: Custom Content, Session #3: The Feedback - NAPFA Webinar - Master Class #3: Custom Content, Session #3: The Feedback
NAPFA Webinar Subscription

$359.00

Includes
  • NAPFA Webinar - April - NAPFA Webinar Subscription - April
  • NAPFA Webinar - May - NAPFA Webinar Subscription - May
  • NAPFA Webinar - Student Loan Repayment and Forgiveness Update - NAPFA Webinar Subscription - Student Loan Repayment and Forgiveness Update
  • NAPFA Webinar - Analyzing the “American Families Plan” Tax Proposal - NAPFA Webinar Subscription - Analyzing the “American Families Plan” Tax Proposal
  • NAPFA Webinar - September - NAPFA Webinar Subscription - September
  • NAPFA Webinar - July - NAPFA Webinar Subscription - July
  • NAPFA Webinar - August - NAPFA Webinar Subscription - August
  • NAPFA Webinar - June - NAPFA Webinar Subscription - June
  • NAPFA Webinar - October - NAPFA Webinar Subscription - October
  • NAPFA Webinar - November - NAPFA Webinar Subscription - November
  • NAPFA Webinar - December - NAPFA Webinar Subscription - December
  • NAPFA Webinar - January - NAPFA Webinar Subscription - January