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…
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…
Note from the CEO Most successful business owners and executives I know have a “people first” mentality when it comes to business. Foundationally, I believe that placing an emphasis on developing, growing, and nurturing employees is also the best way to develop, grow, and nurture a company. I knew early on in my career that…
Fall Conference Season Will be Here Soon! Fall conference season will be here before we know it and financial advisors are wondering which conferences will be in person this year and which ones advisors are more likely to attend. Bob Veres of Inside Information and Joel Bruckenstein of T3 recently partnered up to release a…
One of the best ways to learn about a particular job is by gaining insight from the individuals working in that career field. Informational interviews offer you the opportunity to do just that. They are informative conversations you can have with someone working in an area of interest to you. They are not job interviews.…