The first Playbook Series of 2023 is open for registration! This series is free for NAPFA members. Earn 3.5 NAPFA CE hours for completing the full series of three webinars.

NAPFA Playbook Series #1:
Improving the Client Experience and Attracting Ideal Clients

Session #1: Measuring Client Satisfaction and Driving Referrals
Thursday, January 26 | 3:00 PM ET
Hear from two advisors who will share what they've learned from using various client feedback mechanisms and how they applied the learning and results.

Session #2: Wowing with Service - Moving Clients from Simply Satisfied to Raving Fans
Thursday, February 23 | 3:00 PM ET
New York Times best-selling author and "abundance activist" Ellen Rogin, CPA, CFP® will explore using client feedback to create tailored experiences, how to identify your superpower, and creating the "wow factor" you can use with your clients.

Session #3: Capstone on Improving the Client Experience and Attracting Ideal Clients
Thursday, March 23 | 3:00 PM ET
As a capstone to this series, participate in this interactive session to share your thoughts on gathering client feedback, using testimonials that bubble up, articulating your value, attracting ideal clients, and improving the client experience.

The NAPFA Playbook Series #2 and Series #3 will take place later in 2023. Registration details and additional information will be available soon.