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Step Up Your Marketing Mindset in 2020 (2020 Playbook #1)
Sponsored by General Electric
Course Information
Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management
Course Description
Creating a successful marketing mindset is, perhaps, even more important than having the right marketing actions in your marketing plan. Many business owners – including independently owned and operated financial advisory firms – underestimate the value of what they offer.
Learning Objectives
  1. What your clients can teach you about creating an extraordinary business
  2. How to think differently and realize greater success in 2020 and beyond
  3. The “spark” that separates those who achieve unlimited success, wealth and happiness
Marie Swift
Marie Swift is President and CEO of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors and allied institutions.

Julie Littlechild
Julie Littlechild, Founder and CEO, Absolute Engagement, is a recognized expert on the drivers of client engagement and a popular speaker on how client experience is being disrupted and how to leverage those trends to drive referrals. 

Availability: Retired
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
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