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, September 12, 2015
Save the date! T3 Technology Conference for Financial Advisors - Feb 10-12, 2016 - Florida
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