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2024 Playbook Series #3, Session #1: What Should Your Website Be Doing For You?
Course Information
Content Level: Intermediate
NAPFA Subject Area: K-Marketing & Practice Management
Course Description

In the opening session, dive into the foundational elements of what your website can accomplish beyond just being an online presence. Your site should be a dynamic, round-the-clock marketing machine — but how do you make that happen? We’ll cover essential factors like search engine optimization (SEO) to increase visibility, lead generation techniques that convert visitors into clients and ways to capture emails and other vital data. Our panel of experts will help you identify the key functions your website should be performing and how to align them with your firm’s business goals.

Whether you’re looking to attract new clients, build brand recognition, or enhance your service offerings, this session will set the stage for making your website work harder for you.

Speaker
Brent Carnduff  

Brent Carnduff, the founder of Advisor Rankings, has been helping advisors rank since 2010. He has an MBA in financial planning, has presented at NAPFA, FinCon, and XYPN Live, and has appeared on many industry podcasts, including FA Success with Michael Kitces, Full Advisor Coaching with Kristin Harad, and XYPN Radio.

Rachel Hanley

Rachel Hanley is a content marketer with years of experience in financial services. Founder of the firm Your Best Investment Copywriting, she specializes in producing quality, well-crafted content for professionals and other marketers across the financial sector.

Sydney Squires

Sydney Squires is a writer at Kitces.com, where she previously served as managing editor, building and maintaining the publishing process for the Nerd’s Eye View blog while leading the editorial team. From SEO to social media management, from copyediting to writing and coaching, she has worked closely with each piece of the digital and print publishing pipeline. Sydney is further following her passion by working to earn her CERTIFIED FINANCIAL PLANNER® certification.

Moderator - Lauren Hong

Lauren Hong, president and CEO of Out & About Communications, founded O&A in 2013. Nearly 75% of her clients are RIA firms and other members of the wealth management community. Lauren and her staff act as a strategic marketing partner for firms, supporting them with project-based work or acting as an outsourced marketing department, with team members well-versed in jargon-heavy workplaces, long sales cycles, and taking a unique approach to help companies reach their next level of growth.

Summary
Availability: On-Demand
Access expires on 12/31/2025
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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