Marie Swift

In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your… Show more

In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software. Show less

In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your… Show more

In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software. Show less

Marie Swift began writing the "Transitions" content for AdvisorOne.com/Transitions, a microsite sponsored by Pershing, in early 2011. Her bi-monthly columns focus on helping advisors in transition selecting the right business model, choosing a custodian or broker/dealer, being more productive, marketing their services, etc. Use the link above to access the Archive.

Marie has written numerous articles for Research Magazine and AdvisorOne.com. Topics range from PR and Marketing to Social Media and Building Your Online Presence to Communicating with Clients and Financial Planning 101. Find the archive of articles using the link above.

Marie provided Marketing Insights for Financial Advisors for MorningstarAdvisor.com from January 2005 until October 2009. Alas, time does not permit her to maintain that column at the current time but a great archive of her articles is available in the Author Archive on MorningstarAdvisor.com.

ISBN-13: 978-0793183395

An invaluable financial resource for individuals of all ages and all life stages.

If you want to take a more active role in managing your personal financial affairs, you're not alone. Millions of people are seeking ways to gain control of their finances and make better money decisions. By combining time tested wealth building principles with verified resources and professional insights, Just Give Me the Answer$ provides practical advice for everyone. In… Show more

ISBN-13: 978-0793183395

An invaluable financial resource for individuals of all ages and all life stages.

If you want to take a more active role in managing your personal financial affairs, you're not alone. Millions of people are seeking ways to gain control of their finances and make better money decisions. By combining time tested wealth building principles with verified resources and professional insights, Just Give Me the Answer$ provides practical advice for everyone. In this easy to read book, you'll find the answers to more than 130 important questions like:

• How can I become debt free?

• Am I taking advantage of all of the tax saving opportunities available?

• How can I create a reliable stream of income after I retire?

• What would be the best type of mortgage for me?

• How can I reduce the costs associated with my investments?

• Would I be better off to contribute to my company's 401(k) plan or contribute to a Roth IRA?

If you are not sure of the answers to these questions, you owe it to yourself to read Just Give Me the Answer$. Show less

Marie is a prolific writer and contributes to many of the industry's leading publications, including Financial Planning magazine. She wrote feature articles and cover stories for Financial Planning magazine from 2008-2010, and contributed to or wrote over 100 articles on marketing, PR and branding for Financial-Planning.com, Financial Planning the magazine, and Bank Investment Consultant magazine between 2005 and 2012. She also spoke numerous times at SourceMedia Women Advisor Forums… Show more

Marie is a prolific writer and contributes to many of the industry's leading publications, including Financial Planning magazine. She wrote feature articles and cover stories for Financial Planning magazine from 2008-2010, and contributed to or wrote over 100 articles on marketing, PR and branding for Financial-Planning.com, Financial Planning the magazine, and Bank Investment Consultant magazine between 2005 and 2012. She also spoke numerous times at SourceMedia Women Advisor Forums, AdvisorMax virtual coaching sessions, and marketing professionals seminars, as well as managed the Discussion Boards in 2010.

You can read Marie's newest content on www.financial-planning.com where she continues to write the weekly Marketing Maven column. She is also slated to write the Networking 2.0 blog for the new, interactive, online destination being created just for women advisors by Sourcemedia as an extension of the Women Advisors Forum events being held in cities across the country multiple times every year. Show less