Thursday, May 31, 2012

See you in Chicago July 16th for a full-day marketing workshop?
Hi NAPFA Members and other financial advisors in and around the Midwest!

Good news: I’ll be leading a full-day marketing workshop in Chicago on Monday July 16th!

This fun, interactive workshop will provide you with the tools to implement an effective marketing strategy based on the media your ideal clients are relying on today for information.

We will spend a full 8 hours together talking about “all things marketing”.

At the end of the day, you'll leave with:

1.   An action plan for building your online presence
2.   A 13-month marketing calendar
3.   A clearer vision of how you can articulate your value to the right people, in the right ways, at the right time

In addition to the full day interactive workshop and professional advice you'll receive from me and your financial planning peer group, you will have the opportunity to film a short video message that you can use on your website, blog, Facebook page, social media sites, etc. Simply come dressed in business casual clothes and be prepared to answer this one question: What is the most important thing for a consumer to consider when looking for professional advice? Your video clip will be emailed to you within one week.

Special bonus: I’ll be bringing a member of the younger generation with me who will share his insights on using social media platforms to communicate and build stronger relationships.

Other perks:

1.   Continental breakfast and a boxed lunch will be provided
2.   All paid attendees will be entered to win a 32 GB I-Pad – the sooner you register, the more tickets you’ll get in the gold fish bowl

$45 for NAPFA members (a total bargain!)
$100 for non-members (a real deal!)

Join me on Monday July 16th and learn:
How to Leverage the Power of “Fee-Only” Planning in Social Media, Public Relations and with Centers of Influence 

See you at:
DePaul University, O’Hare Campus
Monday, July 16th, 8:30-4:30

Click this link to register now: Midwest Region

Contact Bill Keffer at or 630-842-5609

Watch 2 minute video now 

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