Best Practices in the Financial Services Industry

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 client driven. Show all posts
Showing posts with label client driven. Show all posts

Tuesday, September 25, 2012

New Thought Leader Interviews with Susan Turnbull and Steve Wershing



LISTEN TO THE TURNBULL INTERVIEW NOW


MP3 File
Learn more at www.PersonalLegacyAdvisors.com.



 LISTEN TO THE WERSHING INTERVIEW NOW


MP3 File
Learn more at www.theclientdrivenpractice.com.
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Labels: advisor impact, advisors, client driven, client referrals, ethical wills, impact communications, julie littlechild, marie swift, personal legacy, practice, steve wershing, susan turnbull
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