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.
Showing posts with label clyde wyatt. Show all posts
Showing posts with label clyde wyatt. Show all posts
Sunday, August 30, 2009
Going Independent? Great Webcast!
5 Industry Experts share their views and insights:
1. Marie Swift, President and CEO, Impact Communications
2. Gregg Johnson, Senior VP, Branch Office Development, Securities America
3. Clyde Wyatt, Managing Director, Navigation Financial
4. Arthur Cooper, Co-Founder, Cooper McManus
5. Don Patrick, Managing Partner, Integrated Financial Group
In this 50 minute webcast, the panelists share over 100 years of experience in the independent financial advisory world - including practical considerations about setting up your office, selecting a broker/dealer, building a team and much more!
Wednesday, July 15, 2009
Tips for Controlling Costs in Recession

Small Businesses Struggle to Remain Competitive in the Recession: Financial Advisors Offer Tips for Controlling Costs
From corporate board rooms to the kitchen table, Americans are at work cutting the fat from over-extended budgets. This switch into survival mode is equally imperative in the small business arena where tight credit and the nation's newly adopted frugality have combined to create unprecedented financial challenges.
Listen to this helpful podcast now.
Thursday, April 30, 2009
Time to Transition to Independence
With everything going on in the economy and the state of the financial services industry, is now the right time to make a transition to an independent business model? Whether you choose to affiliate with an established branch or build your own independent office, the benefits of independence may be more relevant than ever.
Listen to Is Now the Time to Go Independent?Virtual roundtable with independent advisors Arthur Cooper, Bill Glubiak, Clyde Wyatt, Don Patrick and Kathy Goss
This podcast will let you hear what it really means to be independent – and provide information that can help you decide whether it's right for you.
Also ... Download the Going Independent Quiz! How do you rate?
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advantages of going independent,
arthur cooper,
bill glubiak,
clyde wyatt,
don patrick,
financial advisors,
kathy goss,
marie swift,
securities america,
trends in financial services industry
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