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Marie Swift
281 followers -
Marketing Maven, Industry Influential, Concerned Global Citizen
Marketing Maven, Industry Influential, Concerned Global Citizen

281 followers
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Robb Baldwin of TradePMR: On Selecting the Right Technology and Custodial Solutions for Your Financial Advisory Firm
TradePMR ( www.TradePMR.com ) specializes in providing custodial services and technology solutions for RIAs. Their technology is proprietary and built by their in-house developers with RIAs in mind. TradePMR supports RIA business without a competing retail ...
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David Edwards of Heron Wealth: On Evolving with the Times and Building a Platform for Success
Working with top advisors like David Edwards, founder and president of Heron Wealth ( www.HeronWealth.com ), is a real joy. I spoke with David to uncover some of his secrets to success. David provides some great insights for fellow financial advisors. There...
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New Marketing System from Snappy Kraken Creates a Consistent “Wow” Experience for Financial Advisor’s Clients and Prospects
Snappy Kraken ( www.SnappyKraken.com ) is a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. Users can choose from a number of ready¬-made campaigns, each containing combinati...
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On Becoming an Elite Advisor: Insights from Tony D’Amico of Fidato Wealth
Working with top advisors like Tony D’Amico, founder and chief executive of Fidato Wealth ( www.FidatoWealth.com ) , is a real joy. I spoke with Tony to uncover some of his secrets to success. Tony provides some great insights for fellow financial advisors....
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Insights from Industry Innovators...
These three subject matter experts spent some time conversing
with me about the challenges and opportunities they see in the financial
services profession. Don't miss these audio interviews (linked below) or scroll down to read the transcripts. Wealth advis...
Insights from Industry Innovators...
Insights from Industry Innovators...
marie-swift.blogspot.com
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Wealth Manager Bill Keen Shares Business Strategy and Client Service Insights with Best Practice Advisors
Sometimes you meet a person and you just know there’s something special about the way they do business and live life. Bill Keen, founder and CEO of Keen Wealth Advisors in Overland Park, Kansas, is one of those people. Over the years that I have known and w...
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How to bubble-wrap, scale and grow your financial advisory business. Practice management tips and advice from a long-time industry coach
In mid-November 2016, just a few days before Thanksgiving, I had the opportunity to “talk turkey” with practice management expert, Nicole Newlin, president of Efficient Advisors, a turnkey asset management platform for independent financial advisors. Click ...
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THE DOL FIDUCIARY RULE IS HERE TO STAY. SO SAYS RIXTREMA’S DANIEL SATCHKOV. HERE’S WHY.
On November 11, 2016, just three days after the shock of the U.S. Presidential Election results were settling in, I had the opportunity to discuss with Daniel Satchkov, president of RiXtrema , the future of the DOL fiduciary rule and possible outcomes for t...
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Technology, Business Growth and DOL: New Insights from Industry Insightfuls
These three subject matter experts spent some time conversing
with me about the challenges and opportunities they see in the financial
services profession. It is a real honor to speak with tenured professionals
such as Brian Stimpfl, Mark Klein and financia...
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Go Andy! May the wind be at your back!!
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