2023 Playbook Series #2, Session #3: Capstone on Building Trust and Earning Credibility in a Digital World-Recording

Video Transcription

Video Summary

Thank you all for your participation and engagement in this series on niche marketing. We have explored various strategies and examples of how financial advisors can focus on specific target audiences to build trust and credibility. We have heard from practitioners who have successfully implemented niche marketing strategies and learned about their experiences. Special thanks to Marie Swift, Johnny Swift, and all the speakers who shared their insights. In the upcoming fall series, we will continue the conversation with Bob Veras from Insight Information, George Kinder from the Kinder Institute of Life Planning, Eddie Kramer from Abacus Planning Group, and Meg Bartelt from Flow Financial Planning. We will delve into conversational selling skills and the art of influence. Registration is open now, and we hope to have a large audience for this valuable discussion. You can find the playbook and more information on the NAPA website under the Advisor Resources tab. Thank you again for your participation, and we look forward to seeing you in the next series.

Keywords

niche marketing

financial advisors

target audiences

trust and credibility

practitioners

experiences

fall series

conversational selling skills

art of influence

registration