false
Skip Navigation Links
Home
My Courses
My Education History
Calendar
Self-Report CE
My CE Summary Report
Getting Started
FAQs
NAPFA.org
Menu
Home
My Courses
My Education History
Calendar
Self-Report CE
My CE Summary Report
Getting Started
FAQs
NAPFA.org
Hamburger Menu
Catalog
Calendar
Getting Started
Catalog
Master Class #3: Custom Content, Session #1: The W ...
Master Class #3: Custom Content, Session #1: The What
Course Information
Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management
Course Description
Using Custom Content as an Inbound Marketing "Pull Strategy"
The WHAT: Why authenticity and content marketing works to engage people and position the advisor as a subject matter expert / trusted professional, examples of how other advisors are using custom content.
Coaches: Marie Swift, President and CEO of Impact Communications; Jonny Swift, Director of Social/Digital Strategy at Impact Communications; Rita Cheng, CFP, CEO of Blue Ocean Global Wealth; Jody Jacobson, PhD, Founder of the Human Skills Institute; and Natasha Knox, CFP®, Principal Advisor at Alaphia Financial Wellness.
Speaker
Marie Swift
Jonny Swift
Rita Cheng, CFP®
Jody Jacobson, PhD, MSBA, MS
Natasha Knox, CFP®, TEP, FBS®
Summary
Availability:
Retired
Cost:
Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
×
Master Class #3: Custom Content, Session #1: The What Course List
Create Account
Recommended
Learning Activity Title
Learning Activity Title
Learning Activity Title
Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
How Implicit Bias Impacts Conflict, and What You Can Do About It
Multiple Credits
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024-2025 Self-Report: CLASSROOM/WEB
30 NAPFA CE
FREE
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024-2025 Self-Report: 2-CE ETHICS COURSE
2 NAPFA CE
FREE
Learning Activity Title
Learning Activity Title
Learning Activity Title
Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients
Multiple Credits
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Negotiating Pay Like an Expert
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024-2025 Self-Report: READING (up to 8 CEs per cycle)
8 NAPFA CE
FREE
Learning Activity Title
Learning Activity Title
Learning Activity Title
Becoming More Intentionally Inclusive
Multiple Credits
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Navigating Eldercare: Partnering with Care Managers
Multiple Credits
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
How Complex Assets Can Fuel Clients’ Charitable Giving
Multiple Credits
$0.00 - $19.00
Login
User Login
Continue with Google
OR
Email
Required
Password
Required
Logging In…
Create Account
Forgot Password
×
Please select your language
1
English