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.
Wednesday, July 20, 2011
Special Invitation from Marie Swift and Matt Bellis
You are cordially invited to enjoy two free consulting calls with Matt Bellis, compliments of Marie Swift. There is no cost or obligation to continue on with Matt. We guarantee you will get value from the first 2 calls!
Listen to this!
Marie Swift interviews Matt Bellis about his system, the power of story telling and being a giver. 20 minutes well spent!
Learn how you can fill your pipeline with ongoing, predictable, quality activity from inside the top 20% of your client base using the Matthew Bellis Warm Introduction System™