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

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.

Join us for a special 60-minute webinar

​Date:        Wednesday, June 24, 2020​
Time:       3:00 PM ET, 2:00 PM CT, 12:00 PM PT
CE:           Earn 1 NAPFA CE in K – Marketing and Practice Management
Cost:        NAPFA Members: Free / Non-members: $39
​ 
Key takeaways:

• What a client advisory board can do for your business
• How to compose the right group of clients
• The secret questions that get you the most valuable, actionable information

ReGISTER HERE

​Watch for additional Playbook webinars coming every month in 2020. 

Join your professional peers for new webinars and podcasts each month featuring subject matter experts and the who’s who of financial planning professionals sharing actionable takeaways on:

• Practice Management Strategies
• Step-by-Step Business Tech Solutions
• Enhancing Client Relationships

Past webinars have included:

Step Up Your Marketing Mindset in 2020 
Marie Swift with Julie Littlechild (Absolute Engagement), Jay Wampler (TD Ameritrade Institutional) and Stephanie Bogan (Educe)

Tech Talk with Bob and Joel 
Marie Swift with Bob Veres (Inside Information) and Joel Bruckenstein (T3 Technology Hub)

Elevating Your Client Experience with Technology 
Marie Swift with Nelson Greene (TD Ameritrade Institutional)

LEArn more

Marie Swift

Stephen Wershing

Brian Fricke

Howard Lutz