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
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."