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Meeting Your Growth Goals in 2021 and Beyond (2021 Playbook #3)
Course Information
Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management
Course Description
As the old saying goes, “The best time to plant a tree was twenty years ago. The second best time is now.” Bottom line, if you want success and growth in the future, the best time to act is now. If you have been lagging behind on your strategic planning for 2021 and beyond, this session will give you new ideas and frameworks so you can make progress now by organizing your business development plans and strategic objectives. Kristin will take the top of the session to provide her “Seven Elements of a Marketing Plan” and her professional philosophies for building a successful financial advisor firm. Marie will layer on by (a) reviewing “The PESO Model” and (b) showing the audience a real marketing plan for a real RIA firm. You’ll leave with fresh ideas and new energy to finish up (or start!) your 2021 marketing plan.
Learning Objectives
  1. Review two different frameworks and tools for creating your own marketing plan
  2. Hear how two different marketing professionals and tenured consultants to financial advisory firms suggest you approach marketing in 2021
  3. Receive practical advice as you consider your priorities and budget for the coming year
  4. Receive answers to your questions related to marketing your firm in today’s ever-evolving, digital environment
Kristin Harad, CFP® 
Kristin Harad, CFP®, serves as a coach and outsourced marketing officer to financial advisors. She uses the marketing principles she mastered during her fourteen years in corporate America, couple with the experience she had growing her one-woman financial advisory start-up to a flourishing, profitable business in just a few short years. Access Kristin’s free marketing tools and guides, learn more about her services, and subscribe to her blog at 

Marie Swift
Playbook emcee, Marie Swift, is founder and CEO of Impact Communications, a marketing communications firm that has worked with a who’s who list of financial advisors and industry thought leaders over her 30-year career as a consultant, coach, mentor and thought leader in her own right. Learn more at

Availability: On-Demand
Expires on Oct 14, 2022
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
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