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, July 16, 2012
New Insights from Industry Experts
Kathleen Rehl on Honeycomb Marketing
Allan Slider on Building a Strong Online Presence
Matthew Bellis on Generating Warm Introductions to Qualified Prospects
Peter Montoya on the new TechLeaders Conference for IBD Executives in March 2012