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, May 16, 2010
Now Hear This: Bob Veres on the Future of the Financial Advisory Business
I had the privilege of speaking with industry influential / visionary Bob Veres on May 15, 2010 about his new white paper report: The Future of The Financial Advisory Business.