Swift Chats in the Financial Services Industry

Preview Mode Links will not work in preview mode

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

Succession Planning Tips for Financial Advisors with Tim Wyman and Matt Trujillo

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...