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Tales from the Trenches: Marketing that Works for Advisors Today (Playbook #7)
Course Information
Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management
Course Description
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 (, Tony D’Amico, CFP®, of Fidato Wealth ( and Nicole Strbich, CFP®, CPWA, EA, of Buckingham Financial Group (, will join Playbook 2020 emcee Marie Swift (, to share what’s working – and what’s not – when it comes to client communications and building your business through thick and thin.
Learning Objectives
  1. Ideas for improving digital communications with current/prospective clients, journalists and COIs
  2. New ways to think about marketing and business communications as the nation adjusts to continued uncertainty and concerns
  3. Thoughts on year-end 2020 marketing campaigns
Marie Swift
Availability: Retired
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
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