Podcasts from Ellen, Davey, Iverson and Montoya - Listen Now!

Take a few minutes out of your busy day to feed your brain with insights and information from some of the industry’s leading lights.

Marie Swift has been busy interviewing the following thought leaders. Their podcasts and commentary are available here on her “Best Practices” blog.

Listen to:

Brett Ellen, CFP® (mega-producer) talk about building a multi-million dollar financial advisory practice

Geoff Davey (FinaMetrica) on risk tolerance, psychometrics and the bear market

Matt Iverson (BoulevardR) on automating your marketing process and building your reputation online

Peter Montoya (relationship marketing expert) on the best way to attract and retain ideal clients

Feel free to look around - there's much much more here on Marie Swift's "Best Practices in the Financial Services Industry" blog!

Securities America Congratulates Brett. S. Ellen - Invest in Others Award

Brett S. Ellen, CFP, president of American Financial Network of Calabasas, Calif., founder of TKO Helping Hands, has been named winner of this year's Community Leadership Awards Mentoring Excellence Award. A top advisor and registered representative with Securities America, Ellen is a great example for financial advisors across the globe. His family foundation, TKO Helping Hands, will receive $12,500 from the 503(c) Invest in Others organization.

In photo: Brett Ellen accepts his award from Robert DeChellis of Allianz Life Financial.

Read article about Brett Ellen's charitable activities in Investment News: Teaching Children to Help Others

Hear podcast with Janine Wertheim, CMO, Securities America, Inc. - great ideas for companies who wish to give back to the community: Securities America Celebrates 25th Anniversary with 25 Weeks of Caring, Giving and Sharing.


Read related article: Entrepreneur.com