Blog Archives

John Enright and Michael Palumbos Reveal Their Business Secrets in Swift Chat Video Interview

4/9/2021

In this Swift Chat video conversation, Marie Swift speaks with John Enright and Michael Palumbos of Custom Wealth Advisor Network (CWAN). The topic: How John and Mike use a proven process to be more productive, profitable, and powerful when it comes to attracting the right kinds of clients. John had his best year yet in 2020 and Mike also had one of his best years ever. This video reveals their secrets.

Swift Chat with Tim Wyman and Matt Trujillo: Succession Planning Tips for Financial Advisors

4/6/2021

Impact Communications, speaks with Tim Wyman, CFP, JD, and Matt Trujillo, CFP, partners, Center for Financial Planning, Inc. They talk about internal succession planning for financial advisors and how the 35-year-old firm creates career paths and partnership opportunities for next generation talent. They also offer "tuck-in" opportunities for advisors with an established book of business who are tired of working on their own and would like to be a part of something bigger.

Watch this 25:38 minute video to learn about this client-centered financial planning firm.

To learn more about the firm, please visit: CenterFinPlan.com

Best Practices Blog

John Enright and Michael Palumbos Reveal Their Business Secrets in Swift Chat Video Interview

Swift Chat with Tim Wyman and Matt Trujillo: Succession Planning Tips for Financial Advisors

About
This Blog

Categories

Archives

Best Practices Blog

John Enright and Michael Palumbos Reveal Their Business Secrets in Swift Chat Video Interview

Swift Chat with Tim Wyman and Matt Trujillo: Succession Planning Tips for Financial Advisors

AboutThis Blog

Categories

Archives

About
This Blog