Best Practices in the Financial Services Industry

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.

Monday, February 8, 2010

What You Must Know - AND DO - to Survive and Thrive as an Advisor Today

This Radio Show Interview (mp3) was conducted in December 2009 by host Annette Bau for the Life Insurance Selling Summit. Really fun and informative conversation (if I do say so myself!)


Listen now:
http://annetteb.audioacrobat.com/download/ISS_SwiftM_Final.mp3
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Labels: financial planners, financial planning magazine, impact communications, kristen luke, marie swift, marketing advice, marketing and PR, online marketing
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