2024 Playbook Series #2, Session #1: What Kinds of Service Add-Ons or Resources Could You Be Offering to Clients?

Summary

Availability:

On-Demand

Access expires on Dec 31, 2025

Cost:

Member: $39.00
Non-Member: $59.00

Credit Offered:

1 NAPFA CE Credit

Create Account

Recommended

Becoming More Intentionally Inclusive

Multiple Credits

$0.00 - $39.00

Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients

Multiple Credits

$0.00 - $19.00

Using Donor-Advised Funds

Multiple Credits

$0.00 - $19.00

Pro Bono Power: Delivering Financial Planning Advice with Empathy

Multiple Credits

FREE

2024 Playbook Series #2: Adding Value to Outshine Your Competition - 3-Course On-Demand Bundle

3 NAPFA CE

$49.00 - $99.00

2024 Playbook Series #2, Session #3: Communicating Your Value for Lead Generation and More Clients

1 NAPFA CE

$39.00 - $59.00

2024 Playbook Series #2, Session #2: How to Know What Your Clients Want from Your Firm - On-Demand

1 NAPFA CE

$39.00 - $59.00

2024-2025 Self-Report: CLASSROOM/WEB

30 NAPFA CE

FREE

2024-2025 Self-Report: PRO BONO (up to 4 CEs per cycle)

4 NAPFA CE

FREE

2024-2025 Self-Report: 2-CE ETHICS COURSE

2 NAPFA CE

FREE