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:
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.
Haleh (pronounced Holly) Moddasser, CPA, is a Senior Vice President and wealth advisor with Stearns Financial Group, an RIA based in North Carolina that manages over $1Billion for clients across the US. Haleh has specific expertise in ESG investing as a tool for creating social change; as well as areas related to aging, including senior housing options, divorce and widowhood. She is the author of two books; Women On Top: Women, Wealth & Social Change and Gray Divorce, Silver Linings: A Woman’s Guide to Divorce After 50 (Stearns Financial Group Field Guide Series Book 1). Prior to joining SFG in 2011, Haleh used her CPA credential at Price Waterhouse Coopers and in a treasury and finance role at a public company. Learn more at www.StearnsFinancialGroup.com.
Tony D'Amico, CFP®, Founder & Managing Partner of Fidato Wealth, an RIA based in Ohio that manages over $200Million for clients in the US, has been working in the financial services industry since 1999. He is the host of the Wealth and Life podcast series, has been featured in numerous media outlets, and teaches personal retirement planning classes at the local community college. Tony was asked to in a three-part educational interview series on one of the local television stations share insights with viewers on working with a fiduciary. Learn more at www.FidatoWealth.com.
Nicole T. Strbich, CFP®, CPWA®, EA, is Director of Financial Planning at Buckingham Advisors, an RIA based in Ohio that manages approximately $700Million for clients across the US. She joined the Buckingham team in September of 2007. She is a Certified Financial Planner™, Certified Private Wealth Advisor® and holds the federally authorized tax practitioner designation as an Enrolled Agent. She and her team in the Financial Planning Department work with clients to develop financial plans and to provide solutions to help clients simplify their finances and to reach their goals. Learn more at www.MyBuckingham.com.
Tales from the Trenches: Marketing That Works for Advisors Today
Wednesday, September 30, 2020 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Marie Swift, Haleh Moddasser, Tony D'Amico and Nicole Strbich
1 NAPFA CE in K – Marketing and Practice Management
NAPFA Member: $0; Non-Member: $39
This is part of the NAPFA 2020 Playbook Series, sponsored by TD Ameritrade Institutional
Learn more and register here: https://www.napfa.org/2020-playbook-series
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