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Best Practices Blog

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.
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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
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Marie Swift
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Stephen Wershing
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Brian Fricke
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Howard Lutz

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    About
    This Blog

    Welcome to the “Best Practices in the Financial Services Industry” blog, where you will find ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years, and special guests. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. From time to time, Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.​

    Tweets by @marieswift

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©2020 Impact Communications, Inc.
  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • VIdeos
  • Advisors
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites
    • Advisor Coaching
    • How We Work
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Examples of Impact Communications news releases
    • Website Strategy
    • Speaking Engagements
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
  • Contact