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.
Friday, April 8, 2016
Insights from Financial Services Consultants You Won't Want to Miss
These three subject matter experts shared some pretty awesome insights and observations with me last month. They all talk about where they see challenges and opportunities within the financial services profession.
Stop what you're doing now and listen to one or more of these audio clips. You'll be glad you did.