Join a host of experts for the second Playbook Series of 2024, “Adding Value to Outshine Your Competition.” Discovering true value amidst a plethora of options, our panelists will guide advisors through navigating value-add products and services, helping you discern what your clients truly seek, decide on beneficial additions to your offerings, and craft irresistible marketing strategies.

Each session offers 1 NAPFA CE.

Members: $49 for the three-session series, or $39 per individual session. Non-members: $99 for the three-session series, or $59 per individual session. All sessions will be recorded.

Session #1: What Kinds of Service Add-Ons or Resources Could You Be Offering to Clients?

Wednesday, June 26 | 3:00 PM ET

Are you bringing enough value to your clients? Your competitors are rolling out products and services every day to give their clients more, should you too? During this session, we are going to talk about the growing trend of "value adds," what's on the market, and how to discern what's of true value.

Featuring panelists David Flores Wilson, Lindsay Troxell, and Lorenzo Sanchez, with moderator Marianela Collado.

Session #2: How to Know What Your Clients Want from Your Firm

Wednesday, July 24 | 3:00 PM ET

The first session reviewed the wide world of options and how to vet them. This session, we'll talk about how your prospects view these value add-ons. With our client engagement and marketing expert panelists, we will dive into your own target market and what they want in their engagement with you.

Featuring panelists Julie Littlechild, Kristen Luke, and Colleen Bowler, with moderator Marianela Collado.

Session #3: Communicating Your Value for Lead Generation and More Clients

Wednesday, August 28 | 3:00 PM ET

After deciding what types of value adds you can include and which ones your clients would most appreciate, you need to figure out how to get the word out. With our marketing expert panel, we will talk about how to market these new service offerings in a way that makes all the difference.

Featuring panelists Zoë Meggert, Matt Halloran, and Lara Galloway, with moderator Marianela Collado.

Registration details will be available mid-summer for Playbook Series #3 (all at 3 pm Eastern):

NAPFA Playbook Series #3: Your Website: Your Hardest Working Marketing Partner

• September 25 – What Should Your Website Be Doing for You?
• October 23 – How Can You Make Your Website Work for You?
• November 20 - Next Steps on Your Own Website to Get it Working Harder