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 7, 2011
Going Independent: Things to Consider Before Making the Move - Educational Podcast Available "On Demand"
Podcast - Available "On Demand"
Going Independent: Things to Consider Before Making the Move
Marie Swift interviews Financial Network Regional Directors: