Category: NAPFA

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.

Financial Advisors: Learn How to Give Your Clients Exactly What They Want

6/14/2020

Research shows that engaging your clients in co-creating the experience improves engagement, loyalty, and referrals. Stephen Wershing, The Client Driven Practice, and Marie Swift, Impact Communications, will discuss the principles of success behind feedback exercises that produce real results. Two advisors, Brian Fricke, CFP®, Financial Management Concepts, and Howard Lutz, Intercontinental Wealth Advisors, will describe their experiences and insights gleaned from working with their own client advisory boards.

Best Practices Blog

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

Financial Advisors: Learn How to Give Your Clients Exactly What They Want

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Kudos for Swift ChatS Podcast

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Best Practices Blog

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

Financial Advisors: Learn How to Give Your Clients Exactly What They Want

AboutThis Blog

Kudos for Swift ChatS Podcast

Categories

Archives

About
This Blog