Branding Your Financial Advisory Firm - Advice from Diane MacPhee and Marie Swift

Did you miss the webcast today on branding your financial advisory firm? We had a very robust andspirited conversation! I was joined by advisor coach extraordinaire' Diane MacPhee and the ever-delightful Maggie Crowley, marketing manager for Advisor Websites. We had so many questions, we couldn't get to them all. So I offered to put up this blog post and open up the discussion board here.

Maggie Crowley will be posting a link to the webcast recording (check the comments section).

And if you have more questions to ask Diane, Maggie or me, post them here and we will respond.

Thanks again for a great session everyone!

Marie Swift, Diane MacPhee and Maggie Crowley

A Candid Conversation with David Booth of DFA and Alex Potts of Loring Ward

Imagine sitting in on a candid discussion with David Booth and Alex Potts as they talk about what keeps them up at night, robo-advisors, ETFs, lessons learned five years post the Great Recession trough, and more. I had the privilege of doing just that ... and I am bringing a transcript of that conversation to you via AdvisorsThinkTank.com. 

Download the Kindred Spirits transcript now.