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
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!