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, September 19, 2012
BUILDING VALUE IN YOUR FINANCIAL ADVISORY FIRM
missed the "Building Value" webinar and white paper that I produced in partnership with Interactive Advisory Software, I encourage you to access the webinar recording and white paper by following the link below.
The webinar was really helpful as a supplement to the white paper. It provided additional insights related to the
white paper and featured Julie Littlechild from AdvisorImpact, Joe Reeves from ARGI Financial and Dr. David Grace from IAS.
Also, just read the article in RIABiz that gives us an inside look at why Hanlon Financial and IAS have now joined forces to gain market share and better serve advisors. Good move by Hanlon. Great news for firms that use IAS.