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.
Saturday, August 25, 2012
FPA San Antonio - Get Updates Here
Going to San Antonio for FPA Experience September 29 - October 2? My team and I will be there - 6 of us in all. Get updates and find out how to connect with us via our Social Media posts: