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Roundup of Best Ideas from NAPFA’s 2021 Playbook Series
Course Information
Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management
Course Description
Join “The Swifts” for a review of 2021’s Playbook series and a “best ideas roundup” as we close out the current year and cast our vision into 2022.
Learning Objectives
  1. Evaluate key takeaways from the 2021 Playbook webinar series.
  2. Explore thoughts for ongoing success as we round the corner to 2022.
  3. Discover how to leverage relevant ideas from the series and guest presenters.
  4. Review lessons learned from important studies and conversations in 2021.
Jonny Swift
Digital marketing expert, Jonny Swift, is VP and Director of Social/Digital Strategy at Impact Communications, a marketing communications firm that has for the past 28 years worked exclusively with independent advisors and allied institutions. Jonny has presented at FPA, NAPFA and ACP conferences as well as the Barron’s Top Women Advisors Summit. Learn more at and follow him on Twitter: @JonnySwiftIC.

Marie Swift
Playbook emcee, Marie Swift, is founder and CEO of Impact Communications, a PR and marketing communications firm that has worked with a who’s who list of financial advisors and industry thought leaders. Over the course of her 30-year career as a consultant, coach and mentor, she has become a thought leader in her own right. In 2021, Investment Advisor magazine dubbed her a ThinkAdvisor Luminary, Class of 2021. Access the Swift Chat podcast and video series at Follow her on Twitter: @MarieSwift. 
Availability: Retired
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
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