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.
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.
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