Jun 29, 2021
Marie Swift of Impact Communications, Inc., speaks with Ariel
Acuna, creator of The Aqueduct Strategy. This top-performing
investment strategy is available to RIAs on the Fidelity Separate
Ariel, who has worked with his own clientele as a financial advisor for nearly 30 years, created The Aqueduct...
Jun 15, 2021
In this Swift Chat, Marie Swift of Impact Communications, Inc., speaks with Marwa Zakharia, CEO of AssetBook, and Matt Sonnen, CEO of PFI Advisors.
Marwa, Matt and Marie have so many common interests -- and you'll learn all about them and pick up some golden nuggets to help you run a better financial advisory business...
Jun 1, 2021
In this Swift Chat, Marie Swift of Impact Communications, Inc., speaks with Preston D. Cherry, Ph.D., CFP®, of Concurrent Financial Planning, LLC. Dr. Cherry is also Assistant Professor of Finance & Personal Financial Planning in the School of Business at the University of Wisconsin Green Bay.
Preston shares his...