Playbook #2, Session #3: Capstone on Improving the Client Experience and Attracting ideal Clients - The National Association of Personal Financial Advisors

Playbook #2, Session #3: Capstone on Improving the Client Experience and Attracting ideal Clients

Course Information

Session length: 75 minutes
Content Level: Intermediate
NAPFA Subject Area: K - Marketing and Practice Management

Course Description

As a capstone to this series, participate in this interactive session to share your thoughts on using ideal client personas, avatars, hyper-relevant messaging, and other niche marketing tactics.

Speaker

Marie Swift, Jonny Swift, and a panel of experts

Summary


Availability:	Registration Required (93 seats available)
	Expires on 12/31/2024


Location:	Online Meeting
Date / Time:	Jul 27, 2023 3:00 PM - 4:15 PM EST


Cost:	Member: $0.00 Non-Member: $39.00

Credit Offered:

1 NAPFA CE Credit

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