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2023 Playbook Series #1, Session #3: Capstone on Improving the Client Experience and Attracting Ideal Clients
Course Information
Content Level: Intermediate
NAPFA Subject Area: K-Marketing & Practice Management
Course Description
As a capstone to this series, Marie Swift and Ellen Rogin, guest coach, will lead an interactive 75-minute session with participants as they share their thoughts on gathering client feedback, using testimonials that bubble up, articulating their value, attracting ideal clients, and improving the client experience. Come prepared to discuss what you learned in session #1 and session #2. Together, we will validate smart ideas and brainstorm solutions to any problematic areas you bring to the group conversation.
Ellen Rogin, CPA, CFP®
Ellen Rogin advises financial professionals worldwide to grow their impact, influence, intuition, and income. She speaks from experience, having founded and ultimately selling her own wealth management firm. Ellen is a CPA, an MBA, and is the co-author of 3 books, including the New York Times’ best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality.

Marie Swift
Marie Swift is President and CEO of Impact Communications, a full-service marketing communications firm that works solely within the financial services industry. Prior to establishing Impact Communications in 1993, she served as Director of Corporate Communications for a group independent financial advisors in California. Marie is in demand as a speaker at conferences for financial services professionals and is a prolific writer.
Availability: On-Demand
Expires on Dec 31, 2024
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
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