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2023 Playbook Series #3: Conversational Selling Skills and the Art of Influence
Playbook Series #3

This series is free for NAPFA members. Earn 3.5 NAPFA CE hours for completing the full series of three webinars.

2023 NAPFA Playbook Series #3:
Conversational Selling Skills and the Art of Influence

Conversational selling skills and the art of ethical influence — including personal presence, listening skills, and the non-salesy sale — will be the focus of this fall three-part Playbook webinar series. Marie Swift will be joined by guest speakers Bob Veres (Inside Information), George Kinder (Kinder Institute of Life Planning), Eddie Kramer, and Meg Bartelt (Flow Financial Planning) for this program. 


2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion

Thursday, September 28 | 3:00 PM ET

In this initial session, you will learn how to enroll people in who you are and how you can help as they seek to realize their goals. This session will focus on:

  • What makes a good, persuasive communicator
  • Decision-making psychology, including the real reasons people say yes or no
  • Proven frameworks to enhance every conversation
  • How to strengthen your sell-ability muscles

2023 Playbook Series #3, Session #2: Executive Presence - Using Charisma and Gravitas to Your Advantage

Thursday, October 26 | 3:00 PM ET

Building on what you learned in the previous session, we will continue discussing conversational selling skills and how to convert prospective clients into official clients. This time we will focus on the “it factor” and how to get “it” by polishing your communication skills and presenting the most attractive (and authentic) public persona possible. This session will drill into:

  • What is a personal brand and why it matters
  • How perceptions shape choices
  • Using intentionally crafted visuals and words to build rapport and trust
  • How body language and confidence factor in


2023 Playbook Series #3, Session #3: Capstone on Conversational Selling Skills and the Art of Influence

 Thursday, November 30 | 3:00 PM ET

As a capstone to this series, participate in this interactive session to share your thoughts on how you are now seeing your personal brand and public persona as a competitive advantage.


Availability: Hybrid
Expires on 12/01/2023
Location: Online Meeting
Date / Time: Sep 28, 2023 3:00 PM - 4:00 PM EST
Other Date / Time: Oct 26, 2023 3:00 PM - 4:00 PM EST
Nov 30, 2023 3:00 PM - 4:15 PM EST
Cost: Member: $0.00
Non-Member: $117.00
Credit Offered:
3.5 NAPFA CE Credits
Contains: 3 Courses
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