Insights from Financial Services Consultants You Won't Want to Miss

These three subject matter experts shared some pretty awesome insights and observations with me last month. They all talk about where they see challenges and opportunities within the financial services profession.

Stop what you're doing now and listen to one or more of these audio clips. You'll be glad you did.

Khalid Usmani on marketing your financial advisory services in a noisy digital world Download link | Stream online

Vikas Oswal on managing client emotions and expectations in turbulent investment times Download link | Stream online

Neal Quon on selecting the right technology and creating a solid spending plan for your financial services firm
Download link | Stream online

As seen in NAPFA Advisor magazine

April 2016 print edition

GuideVine Launches Summer Scoop, Dishes Out Useful Financial Tips

“Summertime – and the livin’ is easy,” or at least it should be when it comes to getting simple answers to common financial questions. That’s why GuideVine is launching a campaign to provide the general public with daily “scoops” of useful information in short 1-2 minute videos, easy to view no matter where you are.

Follow them on any of their social media pages - Facebook, Twitter, LinkedIn, Google Plus - to get the #SummerScoop2015! All the content comes straight from expert financial advisors who live and breath these topics. Simply press “play” each day, and by August 31 you’ll know a lot more about how to manage your finances! Want to help the financial literacy cause? Share this content on social media! Watch Introductory Video Now Learn More at GuideVine.com

What to do in the Face of a Social Media Crisis

In my weekly reading, I came across this rather good Infographic from 360PR. In the spirit of archiving good content, I am posting that infographic here. Hopefully, as a thoughtful financial services professional, you never have to do more than simply monitor and manage your online presence ... and have a plan "just in case."

Please also take a look at my articles for the industry publications listed below:

Marketing and Practice Management Advice for Financial Advisors 

• Advisor Roundtable from Guidevine - http://www.guidevine.com/roundtable/author/marieswift
• Marketing Maven from Financial Planning magazine - http://tinyurl.com/fpmarketingmaven
• IdeaXChange from WealthManagement.com -  http://wealthmanagement.com/author/marie-swift
• Advisors' Think Tank from Impact Communications and Select Sponsors - http://www.advisorsthinktank.com

Marketing and PR Perspectives for Financial Institutions and Allied Professionals

• Advisors' Think Tank from Impact Communications and Select Sponsors - http://www.advisorsthinktank.com
• Marketing Column from Money Management Executive -  http://tinyurl.com/mmemarketingcolumn

I'll be at a number of industry conferences in 2015 so tackle me and say hello!

Happy Thanksgiving. I am grateful for all the wonderful conversations and friends I've made the pst 25 years in the financial services industry.

Yours in Creative Alliance,

Marie Swift