Financial Advisors will Learn How to Harness the Power of a Client Advisory Board
Steve Wershing and Marie Swift to lead interactive workshop in Philadelphia at the NAPFA Fall Conference October 15, 2018. Financial advisors will create their own advisory board strategy through insights from marketing professionals Wershing and Swift. This one-day program will provide Secrets to a Successful Client Advisory Board for Financial Planning Firms.
It is scheduled to coincide with the NAPFA conference in Philadelphia, but you do not need to be a NAPFA member to attend.
If you have thought about putting a client advisory board together (or want to know how to make yours more effective), this interactive workshop will give you everything you need to know – including how to use the insights you glean in your marketing communications.
The program will be hands-on skill building and plan-making. You will leave having written your own action plan to make your client advisory board a reality.
You can download a free guide and/or get more information or register here: http://napfa.advisoryboard.solutions
BECOMING A CELEBRITY THOUGHT LEADER
The other event you’ll want to check out is the Advisor Thought Leader Summit being held at the University of Chicago Gleacher Center, November 9th and 10th, 2018.
One of the best ways to differentiate yourself is by being recognized as the hands-down expert, and the faculty present at The Advisor Thought Leader Summit will show you how.
The Early Bird special includes 2 bonus incentives – but only if you sign up by October 1.
Use my special discount code IMPACT30 to save 30% off when you register for Day 1 – The Celebrity Platform Day.
There’s also the option to stay for Day 2, the Premier Advisor Day, where a select few will get to record an 8-minute video that looks and feels a lot like a TEDx talk. It’s free to stay and observe but the benefits of working with the team to prepare in advance and record your Thought Leader video onsite in Chicago could be priceless.
Learn more about this unique opportunity here: https://www.advisorthoughtleadersummit.com