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.
Sunday, August 30, 2009
Going Independent? Great Webcast!
5 Industry Experts share their views and insights:
1. Marie Swift, President and CEO, Impact Communications
2. Gregg Johnson, Senior VP, Branch Office Development, Securities America
3. Clyde Wyatt, Managing Director, Navigation Financial
4. Arthur Cooper, Co-Founder, Cooper McManus
5. Don Patrick, Managing Partner, Integrated Financial Group
In this 50 minute webcast, the panelists share over 100 years of experience in the independent financial advisory world - including practical considerations about setting up your office, selecting a broker/dealer, building a team and much more!
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