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.
These three subject matter experts spent some time conversing
with me about the challenges and opportunities they see in the financial
services profession. It is a real honor to speak with tenured professionals
such as Brian Stimpfl, Mark Klein and financial advisor Tony D’Amico, who impressed
me with his passion, perspective and purpose. Please take the time to listen to
these three audio interviews – I promise you won’t be disappointed.
In this trilogy:
Industry veteran Brian Stimpfl (www.Advisor.Scottrade.com) talks
about the digitalization of financial services and what advisors should be
thinking about now.