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Monthly Archives: July 2021

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The July Pulse Report: Financial Advisor Newsletter

AssetBook NewsBy AssetBookJuly 21, 2021

Note from the CEO I’ve always had a soft spot for volunteering and non-profits. Currently, I sit on the board of directors for the Christina Cultural Arts Center, a non-profit that produces the only comprehensive arts and education program in Delaware. Their mission centers on using arts education to promote school success, career training, and…

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Swift Chat: Marwa Zakharia of AssetBook & Matt Sonnen of PFI Advisors

AssetBook NewsBy AssetBookJuly 1, 2021

Marwa Zakharia discusses financial planning trends in recent Swift Chat with Marie Swift and Matt Sonnen Marwa Zakharia, CEO of AssetBook, and Matt Sonnen, CEO of PFI Advisors, recently met with Marie Swift, CEO of Impact Communications, to talk about trends in the financial planning and investment advisory profession. If you’re an RIA, you’ll pick up some…

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