#1 Top Advisor Brett S. Ellen, CFP
speaking on the Collaborative Services Platform
To request your invitation to the September Training Class in Santa Monica:
http://www.afn-net.com/section10.cfmIdeas 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.
#1 Top Advisor Brett S. Ellen, CFP
speaking on the Collaborative Services Platform
To request your invitation to the September Training Class in Santa Monica:
http://www.afn-net.com/section10.cfm
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