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

2020 Playbook Series Archives

Step Up Your Marketing Mindset in 2020 (March 2020)

Presented by: Marie Swift, Julie Littlechild, Jay Wampler and Stephanie Bogan

Earn 1 NAPFA CE in K – Marketing and Practice Management

Tech Talk with Bob and Joel (April 2020)

Presented by: Bob Veres and Joel Bruckenstein

Earn 1 NAPFA CE in K – Marketing and Practice Management

Elevating Your Client Experience with Technology (May 2020)

Presented by: Nelson Greene, Technology Consultant, TD Ameritrade Institutional

Earn 1 NAPFA CE in M – Technology

How to Give Your Clients Exactly What They Want (June 2020)

Presented by: Stephen Wershing, CFP®

Earn 1 NAPFA CE in K – Marketing and Practice Management

How to Produce Your Own Podcast -- and Why (July 2020)

Presented by: Marie Swift, Mark Pearson and Ken Robinson

Earn 1 NAPFA CE in K – Marketing and Practice Management

SEO and Online Visibility Tactics for Financial Advisors (August 2020)

Presented by: Jonny Swift and 2 panelists

Earn 1 NAPFA CE in K – Marketing and Practice Management

Tales from the Trenches: Marketing that Works for Advisors Today (September 2020)

Presented by: Marie Swift and a Panel of Three Advisors

1 NAPFA CE in K – Marketing and Practice Management

Client Segmentation Strategies to Improve Profitability (October 2020)

Presented by: Cameo Roberson, AAMS

1 NAPFA CE in K – Marketing and Practice Management

Advertising on Social Media to Boost Your Brand (November 2020)

Presented by Jonny Swift, Impact Communications

1 NAPFA CE in K - Marketing and Practice Management

Best Ideas and Year-In-Review (December 2020)

Presented by: Marie Swift and Jonny Swift, Impact Communications

1 NAPFA CE in K - Marketing and Practice Management

Remember to listen to the NAPFA 2021 Playbook Mindset Mastery Podcasts