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 golden nuggets to help you run a better financial advisory business in this 3-person Swift Chat.