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.

Saturday, March 7, 2015

See What's New on Advisor's Think Tank - Investing Roundtable Now Live!

It is such an honor to be able to sit and talk with industry insightfuls such as those I selected to be a part of my last roundtable centered on the investment landscape and what financial advisors should be thinking about in 2015.

Visit AdvisorsThinkTank.com to view videos and download the white paper transcript now.


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Labels: advisor partners, bond analytics, brian battle, eric cott, FPA Seattle, gerard cronin, impact communications, Loring Ward, marie swift, mfa capital, OIC, performance trust, rich gates, Rob Wyrick

Why Client Engagement Strategies Fail - Julie Littlechild, Spenser Segal and Marie Swift Weigh In

Did you miss this special Fireside Chat? 

Scroll down on this blog and you will find links to download the recording!



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Labels: actif, actifi client engagement, advisor impact, if not now research, impact communications, julie littlechild, marie swift, spenser segal
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