Best Practices in the Financial Services Industry

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.

Tuesday, December 18, 2012

Social Security Income Planning - An Essential Element for Female Clients


Watch this free educational webinar now: 

https://www.brighttalk.com/webcast/6867/61031

Posted by Unknown at 11:45 PM 0 comments
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Labels: brightTalk, financial advisors, frank horath, income planning, jim schwartz, marie swift, martha shedden, russ thornton, social security, webinar

Complimentary Book on Social Security Income Planning


Free ebook 

How to Grow Your Financial Practice with Social Security Planning - By Frank Horath

http://ow.ly/fs9la

Posted by Unknown at 11:40 PM 0 comments
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Labels: financial advisors, frank horath, impact communications, income planning, marie swift, social security

Client Acquistion Program Uses Social Security Income Planning as "Hook"

Marie Swift interviewed advisor Frank Horath on November 4, 2012 to find out how he has been so successfully filling his pipeline and attracting new clients with Social Security Income Planning as the "hook."

Listen to this 14 minute podcast now!


MP3 File
Posted by Unknown at 10:50 PM 0 comments
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Labels: client acquisition, client first, frank horath, impact communications, marie swift, social security
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