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 in this 3-person Swift Chat.
Websites:
www.AssetBook.com
www.PFIAdvisors.com