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2023 Playbook Series #3, Session #2: Personal Presence: Using Charisma and Gravitas to Engage and Connect
Course Information
Content Level: Intermediate
NAPFA Subject Area: K - Marketing and Practice Management
Course Description

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

Homework Assignment for Session #3: Consider what the panelists said and come to session #3 prepared to share your additional insights with the group.

Bob Veres

Bob Veres is an entertaining futurist for the profession, author of The New Profession, and a top source anywhere for the most relevant thoughts, ideas, experiments, and practical tips about how to meet the bright future of the profession on its own terms. He is editor and publisher of the Inside Information ( interactive guide to trends and innovations in the profession and co-produces the Insider’s Forum conference for independent financial advisory firms.

Over his 30-year career in the financial services world, Veres has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-at-large of Investment Advisor magazine; and as editor of Morningstar’s advisor web site. Veres has been named one of the most influential people in the financial planning profession by Investment Advisor magazine and Financial Planning magazine, and he was granted the Special Achievement Award for service to the profession by NAPFA, and the Heart of Financial Planning Distinguished Service Award from the Denver-based FPA.

George Kinder

Author, thought leader, and life planning pioneer George Kinder has been at the forefront of the financial services industry for over 35 years. One of the first 60 members of NAPFA, Kinder is passionate about the fiduciary nature of the fee-only movement. He developed a training methodology 25 years ago for what he felt was the most fiduciary way of conducting relationships between advisors and clients, spearheading a movement that centers the lives that clients long to live within their financial plan.

Kinder has trained thousands of professionals globally in the mindfulness-based field of financial life planning. He founded the Kinder Institute of Life Planning ( in 2003 to experientially teach advisors the skills necessary to developing trusting relationships with their clients, leading to the Registered Life Planner® designation. His three books on money, The Seven Stages of Money Maturity (1999), Lighting the Torch (2006), and Life Planning for You (2014), are considered essential works in the field of financial life planning for both professionals and consumers.

Edward Kramer CFP®