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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

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  2. Tips and Insights that Any Business Owner can Use to Leapfrog the Competition with Meredith Moore

Tips and Insights that Any Business Owner can Use to Leapfrog the Competition with Meredith Moore

Feb 24, 2021

Financial advisor Meredith Moore of Artisan Financial Strategies tells Marie Swift her backstory -- and how she has built a successful financial advisory firm that serves a loyal clientele in Atlanta. Meredith provides an array of tips and insights that any business owner can use to leapfrog the competition. Her story of overcoming adversity -- and not just surviving but thriving -- is inspiring.

Learn more about Meredith and her team at artisanfsonline.com/