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advisors should think of themselves as a guide in a changing landscape, not a seller of certainty or a defender of an outdated map.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...