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.
Monday, November 23, 2015
Insights and Intellect from Thought Leaders in the Financial Services Industry
Check out this thought leader roundtable brought to you by
Matt Lynch and professional colleagues at Strategy and Resources LLC.
A good financial planner can help you achieve your goals both now and in the future. They will take the time to explain things and ensure you understand the advice they are giving you. They should be honest and transparent and willing to answer any questions you have. Holborn Assets
A good financial planner can help you achieve your goals both now and in the future. They will take the time to explain things and ensure you understand the advice they are giving you. They should be honest and transparent and willing to answer any questions you have.
ReplyDeleteHolborn Assets