Join your professional peers for new webinars and podcasts each month featuring subject matter

experts and the who’s who of financial planning professionals sharing actionable takeaways on:

  • Practice Management Strategies
  • Step-by-Step Business Tech Solutions
  • Enhancing Client Relationships

November 2020

Advertising on Social Media to Boost Your Brand

Tuesday, November 10 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Jonny Swift, Impact Communications
Member: Free; Non-Member: $39

Description:
Having a strong social media presence is more important than ever, and many advisors are jumping on the social media bandwagon with strong social media marketing efforts. However, some advisors are having a difficult time growing their audience and getting engagement on their social media posts, even though they’re producing and posting the right kind of content on a regular basis. This is where social media advertising comes in, where even a small budget can go a long way. Advertising on social media and boosting your posts is a cost-effective way to reach a larger targeted audience, get more engagement on your posts and activity, and gain more followers and prospects. Guest presenter Jonny Swift of will join Playbook 2020 host Marie Swift to share how to effectively create social media advertisements and boost posts in order to reach a larger audience and increase your social media following and engagement.

Learning Objectives:

  • Understand how to create cost-effective ads and boost social media posts on Facebook, LinkedIn, and Twitter
  • Be able to create ideal target audiences for your social media ads, including creating Lookalike audiences on Facebook
  • Know how to determine what kind of content is ideal for advertising and boosting on social media

December 2020

Best Ideas and Year-In-Review

Wednesday, December 9 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: Marie Swift, Impact Communications

Member: Free; Non-Member: $39

Description:
What a year! Charles Dickens' famous opening sentence in the historical novel, A Tale of Two Cities, comes to mind: “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair, we had everything before us, we had nothing before us, we were all going direct to Heaven, we were all going direct the other way—in short, the period was so far like the present period, that some of its noisiest authorities insisted on its being received, for good or for evil, in the superlative degree of comparison only.” Join Marie Swift, NAPFA’s 2020 Playbook emcee and head orchestrator, for a recap of her favorite moments – and a few of your own.

Learning Objectives:

  • Key takeaways from the 2020 Playbook webinar series
  • Thoughts on success as we round the corner to 2021
  • How to leverage relevant ideas from the series and guest presenters

2020 Playbook Series Archives

Step Up Your Marketing Mindset in 2020 (March 2020)

Presented by: Marie Swift, Julie Littlechild, Jay Wampler and Stephanie Bogan

Earn 1 NAPFA CE in K – Marketing and Practice Management

Tech Talk with Bob and Joel (April 2020)

Presented by: Bob Veres and Joel Bruckenstein

Earn 1 NAPFA CE in K – Marketing and Practice Management

Elevating Your Client Experience with Technology (May 2020)

Presented by: Nelson Greene, Technology Consultant, TD Ameritrade Institutional

Earn 1 NAPFA CE in M – Technology

How to Give Your Clients Exactly What They Want (June 2020)

Presented by: Stephen Wershing, CFP®

Earn 1 NAPFA CE in K – Marketing and Practice Management

How to Produce Your Own Podcast -- and Why (July 2020)

Presented by: Marie Swift, Mark Pearson and Ken Robinson

Earn 1 NAPFA CE in K – Marketing and Practice Management

SEO and Online Visibility Tactics for Financial Advisors (August 2020)

Presented by: Jonny Swift and 2 panelists

Earn 1 NAPFA CE in K – Marketing and Practice Management

Remember to listen to the NAPFA 2020 Playbook Mindset Mastery Podcasts