Michael Kay, author of the forthcoming book The Business of Life: An Inside-Out Approach to a More Successful Financial Planning Practice (AdvisorPress, December 2010) on why so few people know how to communicate when it comes to discussing their finances.
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 super RIA. Show all posts
Showing posts with label super RIA. Show all posts
Tuesday, November 9, 2010
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