Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
Thursday, April 30, 2009
Time to Transition to Independence
Listen to Is Now the Time to Go Independent?
Virtual roundtable with independent advisors Arthur Cooper, Bill Glubiak, Clyde Wyatt, Don Patrick and Kathy Goss
This podcast will let you hear what it really means to be independent – and provide information that can help you decide whether it's right for you.
Also ... Download the Going Independent Quiz! How do you rate?
Friday, April 3, 2009
So What? How to Communicate What Really Matters to Your Audience
It’s second nature to Mark Magnacca. Mark is a professional motivator, consultant and speaker who develops training programs and presentations for the financial services industry. A few years back, I heard him deliver his speech, The Product is You!, based on his first book by the same name, at a conference. Mark’s enthusiasm was contagious as he shared key concepts from his Results Accelerator Program, including how to develop, internalize and use a well-crafted positioning statement.
In January 2009, Mark sent me a copy of the manuscript for his second book, So What? How to Communicate What Really Matters to Your Audience. This book is a terrific resource for financial advisors.
In a subsequent conversation, I asked Mark to tell me about his motivations for writing the book and to give me his current thinking on surviving and thriving in tough times.
See and hear what Mark told me:
So What?An interview with Mark Magnacca
Published in Garrett News and Views
Marketing Minute with Marie Swift
Listen to this Best Practices podcast:
So What?
An interview with Mark Magnacca
Read this article published by MorningStar Advisor:
Finding a Hook to Client Communications