Master Class #3: Custom Content, Session #3: The Feedback

Course Information

Content Level: Intermediate
NAPFA Subject Area: K-Marketing & Practice Management

Course Description

Using Custom Content as an Inbound Marketing "Pull Strategy"

The IMPLEMENTATION: Create a video, podcast, blog or news release and share it with the coaches/participants for feedback.

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

Create Account

Recommended

Master Class #2: Push Strategies, Session #2: The How

Multiple Credits

$0.00 - $39.00

(2)

Unpacking Social Security: A Guide to Addressing Common Questions

Multiple Credits

$0.00 - $39.00

2024-2025 Self-Report: CLASSROOM/WEB

30 NAPFA CE

FREE

Tax Planning as a Year-Round Sport

Multiple Credits

$0.00 - $39.00

(10)

Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes

1 NAPFA CE

$0.00 - $39.00

(10)

Redefining the Relationship Between RIA & Custodians

1 NAPFA CE

$0.00 - $19.00

(3)

Women and Long-Term Care

Multiple Credits

$0.00 - $39.00

(5)

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

1 NAPFA CE

$0.00 - $39.00

(7)