NAPFA Playbook Series

Mastering the Conversation: Client care, self-care, and lessons learned in 2020

On April 6, 2021, at 3:00 p.m. Eastern time, I will be joining a NAPFA Playbook webinar with emcee Marie Swift from Impact Communications and panelists Bonnie Sewell of American Capital Planning and John Enright of Custom Advisor Network. The panel conversation will center on improving your communication skills and resiliency. 2020 was a tough year for many advisors as they worked harder than ever to take care of their clients and adjust to new realities. During this webinar, we’ll discuss the conversations that mattered in 2020 and what we can learn as we work to master client conversations in 2021 and beyond.

Some of the topics we’ll cover include:

  • Understanding what made the difference for advisors who are thriving in this uncertain environment
  • Stories from advisors who had their best year ever in 2020 – and how they plan to continue in 2021
  • Understanding what you can do to improve your own communication skills

NAPFA CE Webinar – Mastering the Conversation: Client care, self-care, and lessons learned in 2020

Tuesday, April 6, 2021 at 3:00 p.m. ET (2:00 p.m. CT, 12:00 p.m. PT)
Panelists: Bonnie Sewell, John Enright, Heather Kelly

Playbook Emcee: Marie Swift of Impact Communications
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Nonmember: $39


Conversations That Matter: Special report available now

I am pleased to announce that “The Conversations That Matter” Special Report has been released and is now available for download. We’ve received a wonderful response to the report so far and are continuing to share the findings with independent advisors and industry colleagues. Many of the discoveries from this report will be included in the NAPFA webinar, and we will continue to find ways to incorporate the insights in additional advisor resources as the year progresses.

Heather Kelly, ChFC, CLU, RHU is senior vice president of Advisory Solutions and Strategic Accounts at Allianz Life Insurance Company of North America (Allianz Life). She is responsible for helping drive strategy, sales results, and growth through the company’s registered investment adviser and broker/dealer partnerships.

Prior to joining Allianz Life, Kelly served as senior vice president at United Capital and executive vice president of United Capital Risk Management. She was responsible for deploying strategic initiatives to educate advisors and clients on how properly designed, executed, and managed insurance-based solutions can help address financial instability. Before joining United Capital, Kelly was managing director of Strategic Alliances at NFP Securities, and sales vice president at Leaders Group/Capitas Distributors. Kelly attended the University of California, Berkeley, Haas School of Business, and holds several designations from the American College, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Registered Health Underwriter (RHU). She also holds FINRA Series 6, 26, and 63 securities registrations.