Swift Chats in the Financial Services Industry

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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession.

Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations.

Learn more at https://www.ImpactCommunications.org

What the GUIDE Process and True Wealth Network for Financial Advisors Entails with Mark Clure

Sep 17, 2020

First-time book author Mark Clure, CFP, talks with Marie Swift on why he wrote the book, how he works with clients, what the GUIDE Process and True Wealth Network for financial advisors entails, and much more. Mark is all about helping people find their purpose in life -- and then setting in motion a plan to...