40 min

Ep #16: The Importance of Quality Conversations Between a Client and Their Advisor When the Going Gets Tough with Marie Swift Wealth and Life

    • Inversiones

During the onset of the pandemic, there was a big opportunity created for advisors to step up and serve their clients in a meaningful way through quality conversations. It is no surprise that communication was truly the backbone of that, as it is a key component to creating valued relationships in most aspects of life. Our guest today is Marie Swift, the President and CEO of Impact Communications, and in this episode, she will be sharing some of her findings from a recent report she conducted titled Conversations that Matter.
You can find show notes and more information by clicking here: https://bit.ly/3qwSJK0  

During the onset of the pandemic, there was a big opportunity created for advisors to step up and serve their clients in a meaningful way through quality conversations. It is no surprise that communication was truly the backbone of that, as it is a key component to creating valued relationships in most aspects of life. Our guest today is Marie Swift, the President and CEO of Impact Communications, and in this episode, she will be sharing some of her findings from a recent report she conducted titled Conversations that Matter.
You can find show notes and more information by clicking here: https://bit.ly/3qwSJK0  

40 min