Dec 4, 2020

Marie Swift speaks with Tim Wyman and Matt Trujillo, partners, Center for Financial Planning, Inc. They talk about internal succession planning for financial advisors and how the 35-year-old firm creates career paths and partnership opportunities for next generation talent. They also offer "tuck-in" opportunities for...

Nov 20, 2020

On November 11, 2020, Coach Joe Lukacs of the Magellan Mastermind & Network joined Marketing Maven Marie Swift to discuss Best Practices for Writing a Business Plan. The conversation gave a sneak peek into some of the topics that will be covered during Joe's December multi-day virtual conference.

This podcast provides...

Nov 14, 2020

In this Swift Chat, Marie Swift speaks with author / speaker / thought leader Carl Richards. The topic: Why advisors should think of themselves as a guide in a changing landscape, not a seller of certainty or a defender of an outdated map.

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy...

Nov 5, 2020

John Enright and Michael Palumbos of Custom Wealth Advisor Network (CWAN) talk with Marie Swift about how John and Mike use a proven process to be more productive, profitable and powerful when it comes to attracting the right kinds of clients. John will have his best year yet in 2020 and Mike is on track to have one of...

Oct 10, 2020

Josh Cutler of Bluestem Financial Advisors, LLC talks with Marie Swift on why he is proud to be a member of the Alliance of Comprehensive Planners (ACP) and how he and the ACP annual conference task force planned for and shifted to a virtual event once the pandemic became a reality in 2020.

The conference takes place...