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.
Saturday, May 2, 2009
Scenes from the Tiburon CEO Summit XVI in NYC - April 2009
I had the pleasure of chairing the semi-annual meeting of Tiburon Strategic Advisors' Consulting Fellows program in Manhattan, April 2009. Here's a look at one of the dinner gatherings. I was also honored to manage a portion of the onsite media relations efforts for the Tiburon CEO Summit XVI.
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