2023 Playbook Series #1, Session #3: Capstone on Improving the Client Experience and Attracting Ideal Clients-Slide handout - Playbook1, Session3

Slide handout - Playbook1, Session3 - Capstone

Pdf Summary

The document discusses a Capstone Session on improving the client experience and attracting ideal clients. The session features interactive coaching with Jonny Swift, Ellen Rogin, and Marie Swift of Impact Communications. The participants are assigned homework, which includes considering client feedback and completing a worksheet to identify their superpower. They are also encouraged to review questions that can help build deeper client and prospect relationships. The document provides a link to access the materials.<br /><br />The document also highlights upcoming sessions in the NAPFA Playbook Series. One session focuses on building trust and earning credibility in a digital world, with topics such as niching in with ideal client personas and hyper-relevant messaging. Another session discusses the benefits of doubling down on serving a specific niche. These sessions will feature industry professionals such as Sam Brownell, James Bogart, Steve Weinberger, and Matt Mondoux.<br /><br />Looking ahead, the document mentions sessions planned for the summer and fall of 2023. These sessions will cover conversational selling skills and the art of influence, including topics like the art of conversation and client conversion, and using charisma and gravitas to one's advantage. The Capstone/Interactive Coaching sessions are also scheduled for each series.<br /><br />Lastly, the document provides links to access the 2023 Playbook Webinar Series and the new NAPFA Nation Podcast Series.

Keywords

Capstone Session

client experience

ideal clients

interactive coaching

client feedback

superpower

building trust

earning credibility

specific niche

conversational selling skills