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

This program offers 1 NAPFA CE for attending for at least 50 minutes. If you wish to earn a NASBA CE as well, please be sure to attend for 50 minutes and answer in the Questions box all three of the questions that will be posed by the presenters.

As an agency, we at Out & About Communications have the opportunity to sit in with the C-Suite of a myriad of financial planning and services companies of various sizes around the country. With this deep awareness of industry shifts and a pulse on digital marketing at-large, we will be pulling back the curtain and sharing more about the conversations and solutions we have every day around practice management and customer experience. Learn what you can do to stay ahead of the curve in 2023.

1. Learn the top three marketing strategy trends, top three content trends, top three design trends, and top three industry trends
2. Determine tactical ways to enrich your practice management
3. Review a forecast look into what’s coming and an insider’s perspective

The Out & About Directors' Team