Blog Archives

Panel discussion hosted by NAPFA to focus on Marketing Strategies for Fiduciary Advisors

8/27/2020

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)
Nicole Strbich, CFP®, CPWA, EA, of Buckingham Advisors (www.MyBuckingham.com)

These accomplished fiduciary advisors will join me for the September webcast in the NAPFA Playbook 2020 series to share what’s working – and what’s not – when it comes to client communications and building your business as a fthrough thick and thin.

John Bowen of CEG Worldwide Tells Advisors How to Get an Unfair Advantage - Video Chat with Marie Swift

8/9/2020

In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with John Bowen of CEG Worldwide. The topic: How advisors who have positioned themselves as pandemic experts are getting an unfair, competitive advantage + how the opportunity to capture additional assets now has never been greater.

Best Practices Blog

Panel discussion hosted by NAPFA to focus on Marketing Strategies for Fiduciary Advisors

John Bowen of CEG Worldwide Tells Advisors How to Get an Unfair Advantage - Video Chat with Marie Swift

About
This Blog

Categories

Archives

Best Practices Blog

Panel discussion hosted by NAPFA to focus on Marketing Strategies for Fiduciary Advisors

John Bowen of CEG Worldwide Tells Advisors How to Get an Unfair Advantage - Video Chat with Marie Swift

AboutThis Blog

Categories

Archives

About
This Blog