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