Session #1: What Should Your Website Be Doing for You?

Wednesday, September 25 | 3:00 PM ET

In the opening session, we’ll dive into the foundational elements of what your website can accomplish beyond just being an online presence. Your site should be a dynamic, round-the-clock marketing machine — but how do you make that happen? We’ll cover essential factors like search engine optimization (SEO) to increase visibility, lead generation techniques that convert visitors into clients and ways to capture emails and other vital data. Our panel of experts will help you identify the key functions your website should be performing and how to align them with your firm’s business goals.

Whether you’re looking to attract new clients, build brand recognition, or enhance your service offerings, this session will set the stage for making your website work harder for you.

Featuring panelists Sydney Squires, Rachel Hanley and Brent Carnduff, with moderator Lauren Hong.

Session #2: How Can You Make Your Website Work for You?

Wednesday, October 23 | 3:00 PM ET

Once you know what your website should be doing, it’s time to roll up your sleeves and get it to work. In this session, we’ll explore practical strategies to turn your site into a proactive tool that helps achieve your business goals. We’ll focus on key areas like lead generation, building sales funnels, and increasing brand awareness, providing insights into the resources and technology that can help make this a reality.

Our panelists will share the most effective tools for reaching prospects, engaging clients, and maximizing conversions. You’ll also learn to implement systems that track website performance and fine-tune your approach based on data-driven insights. By the end of this session, you’ll have a roadmap for making your website a cornerstone of your marketing efforts.

Featuring panelists Sam McCue, Molly Pierce, and Bridget Venus Grimes, with moderator Lauren Hong.

Session #3: Next Steps on Your Own Website to Get It Working Harder

Wednesday, November 20 | 3:00 PM ET

In the final session, we turn the spotlight to you and your website. This is where theory meets practice—we’ll review real-world examples, discuss common website challenges, and share best practices for optimizing your site’s performance. Attendees are encouraged to share their experiences and ask questions, creating a collaborative environment for exchanging ideas.

Through case studies and expert advice, you’ll gain valuable insights into what’s working well for other financial advisors and how to apply those lessons to your website. We’ll cover advanced tactics for improving your website’s functionality, increasing conversions, and continuously evolving your online presence to meet changing client needs. You’ll leave this session with a clear action plan to boost your website’s effectiveness and ensure it works hard for your business.

Featuring panelists Taylor Schulte, David DeCelle, and Abby Tuke, with moderator Lauren Hong.

Earn 3.5 NAPFA CE hours for completing a full Playbook series of three webinars.

Playbook Series 3-Course On-Demand Bundles

AI and Advisors: 2024 Playbook Series #1

Join a host of experts in AI for a masterclass in how to approach this technology and how to make it work for you and your firm. Our panelists come from within the fee-only advisory space as well as from outside, bringing a range broad range of perspectives as well as a depth of knowledge in the AI world. You'll gain knowledge of how to use tools available to advisors, as well as confidence in what can and can't, should and shouldn't be used. Our experts will share an overview of what AI actually is, which tools you can start using, and how to navigate the compliance and regulatory waters around AI. Move forward into 2024 well-equipped with the how and why behind AI.

Earn 3.5 NAPFA CE hours for completing a full Playbook series of three webinars.

Access On-Demand

Members: $49 for the three-session series, or $39 per individual session.
Non-members: $99 for the three-session series, or $59 per individual session.

Adding Value to Outshine Your Competition: 2024 Playbook Series #2
Join a host of experts in AI for a masterclass in how to approach this technology and how to make it work for you and your firm. Our panelists come from within the fee-only advisory space as well as from outside, bringing a range broad range of perspectives as well as a depth of knowledge in the AI world. You'll gain knowledge of how to use tools available to advisors, as well as confidence in what can and can't, should and shouldn't be used. Our experts will share an overview of what AI actually is, which tools you can start using, and how to navigate the compliance and regulatory waters around AI. Move forward into 2024 well-equipped with the how and why behind AI.

Earn 3.5 NAPFA CE hours for completing a full Playbook series of three webinars.

Access On-Demand

Members: $49 for the three-session series, or $39 per individual session.
Non-members: $99 for the three-session series, or $59 per individual session.