Join your professional peers for new webinars and podcasts each month featuring subject matter experts and the who鈥檚 who of financial planning professionals sharing actionable takeaways on:
- Practice Management Strategies
- Step-by-Step Business Tech Solutions
- Enhancing Client Relationships
2021 Archives
Presented by Jonny Swift, Impact Communications
Published December 9, 2021
Panelists: Marie Swift, Gail Marks Jarvis, Taylor Tepper, Pam Krueger and George Moriaty
Published November 11, 2021
Panelists: Jonny Swift, Impact Communications, and Charlie Van Derven, Social Advisors
Published September 7, 2021
Panelists: Jonny Swift, Brent Carnduff, Brien Shanahan
Published August 12, 2021
Presented by: Susan Turnbull
Published July 15, 2021
Co-Presented by: Stephen Wershing and Julie Littlechild
Published June 9, 2021
Panelists: Bonnie Sewell, John Enright, Matt Ohme
Published April 9, 2021
Co-Presented by Kristin Harad and Marie Swift
Published March 10, 2021
Panelists: Shaun Kapusinski, Edgar Tobias, Kaylyn Melia, and Ann Gugle
Published February 9, 2021
Presented by: Joe Lukacs
Published on January 14, 2021
Remember to listen to the NAPFA Playbook Mindset Mastery Podcasts.