Impact Communications, Inc.
  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • VIdeos
    • Recognition
    • Join Our Team
  • Advisors
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites >
        • Website Case Study
    • Advisor Coaching
    • How We Work
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Media Placements
      • Examples of Impact Communications news releases
    • Website Strategy >
      • Case Study: Website Makeover
    • Speaking Engagements >
      • Speaking Appearences
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
  • Contact

Best Practices Blog

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.
 Key takeaways:
  • Ideas for improving digital communications with current/prospective clients, journalists and COIs
  • New ways to think about marketing and business communications as the nation adjusts to continued uncertainty and concerns
  • Thoughts on year-end 2020 marketing campaigns
 
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.
Join Us!
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
Picture

Comments are closed.
    Picture
    Picture

    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 marketing communications consultant who's worked with some of the top financial services and financial advisory firms in the nation over the course of her career. The "Swift Chat" series. which is available in both a video and a podcast format, is co-hosted by Impact Communications Vice President Jonny Swift, who selects his own guests and brings a Millennial perspective to the show. This blog spotlights financial services firms and allied institutions that the Swifts deem as adopting "Best Practices" in the industry. You will find numerous posts with tools and ideas aimed at helping independent financial advisors communicate better, scale, and grow.

    Kudos for Swift ChatS

    Picture
    Swift Chats makes the list: Fifteen Must-Listen Financial Podcasts | WealthManagement.com | November 2021
    Tweets by @marieswift

    Categories

    All
    4FP Digital Marketing
    ACP Alliance Of Comprehensive Planners
    Advisor Solutions
    Advyzon
    Alex Cavalieri
    Allan Slider
    Allianz
    Alternate Income Source
    Angel Gonzalez
    Appreciative LIstening
    Ariel Acuna
    Awards & Recognition
    Balance In Work/Life
    Bill Cates
    Bob Veres
    Brad Swineheart
    Brian Fricke
    Carl Richards
    CEG Worldwide
    Center For Financial Planning
    Chip Simon
    Chris Lamoureux
    Chris Manker
    Claire Akin
    Client Advisory Boards
    Client Driven Practice
    Compliance
    Conversations That Matter
    CWA Network
    Daniel Crosby
    David Lyon
    Ed Jacobson
    FeeOnlyNetwork.com
    Fiduciary Standards
    Fiduciary Voices
    FinTech
    Francesca McLin
    Haleh Moddasser
    Hanah Bryant
    Heather Kelly
    Holistiplan
    Howard Lutz
    Impact Communications
    Inc.
    Indigo Marketing
    Jack Bogle
    Jake Wagner
    Jody Jacobson
    Joel Bruckenstein
    Joe Lukacs
    John Bowen
    John Enright
    Jonny Swift
    Josh Cutler
    Kevin Lozer
    Magellan Network
    Marie Swift
    Mark Clure
    Marketing
    Marketing Fundamentals
    Mark Pearson
    MarTech
    Marwa Zakharia
    Mastering The Conversation
    Matt Sonnen
    Matt Trujillo
    Media Relations
    Meir Statman
    Meredith Moore
    Michael Palumbos
    Michael Scarborough
    NAPFA
    Nepsis
    NEXA Insights
    Online Diagnostic Tool
    Online Gap Analysis
    Online Presence
    Oranj
    Phil Walker
    Preston Cherry
    RIA Channel
    Robert Sofia
    Roger Pine
    Sam Brownell
    SEC Marketing Rule
    Seven Group
    Shannon Stone
    Snappy Kraken
    Snappy Kraken
    Sonya Lutter
    Stephen Wershing
    Stratus Wealth
    Survey
    Swift Chat
    TD Ameritrade
    Tim Wyman
    Tony D'Amico
    Travis Parry
    True Wealth Book
    Vanguard
    Veriday
    Victor Gaxiola
    Webinar
    White Glove

    Archives

    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    January 2020
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    February 2019
    November 2018
    September 2018
    August 2018
    May 2018
    August 2017
    July 2017
    June 2017

Stay Connected
Listen to Swift Chats podcast
View ​Swift Chat video series
Picture
SEE ALL AWARDS
Phone: 1-800-974-7753
Info@ImpactCommunications.org
©2021 Impact Communications, Inc.
View Google Profile
  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • VIdeos
    • Recognition
    • Join Our Team
  • Advisors
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites >
        • Website Case Study
    • Advisor Coaching
    • How We Work
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Media Placements
      • Examples of Impact Communications news releases
    • Website Strategy >
      • Case Study: Website Makeover
    • Speaking Engagements >
      • Speaking Appearences
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
  • Contact