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.

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

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