In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc., speaks with Ariel Acuna, creator of The Aqueduct Strategy. This top-performing investment strategy is available to RIAs on the Fidelity Separate Account Network.
Ariel, who has worked with his own clientele as a financial advisor for nearly 30 years, created The Aqueduct Strategy -- which has, according to the Informa Zephyr data available via the Fidelity Separate Account Network, outperformed the past 10 years.
RIAs on the Fidelity platform can access The Aqueduct Strategy data by logging in here: www.TinyURL.com/AqueductStrategybyLTGCapital
Impact Communications, Inc., a full-service marketing and PR firm that works exclusively with independent financial advisors and allied institutions such as custodians, independent broker/dealers, consulting companies and fintech firms, today announced that they have been recognized as a Top Digital Marketing Agency in Kansas City by DesignRush, a B2B marketplace that connects brands with professional full-service agencies, web design companies, digital marketing firms, and top technology companies.
In this Swift Chat video conversation, I speak with Marwa Zakharia, CEO of AssetBook, and Matt Sonnen, CEO of PFI Advisors. Marwa, Matt and I have so many common interests -- and you'll learn all about them and pick up some golden nuggets to help you run a better financial advisory business in this 3-person Swift Chat.
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc., speaks with Preston D. Cherry, Ph.D., CFP®, of Concurrent Financial Planning, LLC. Dr. Cherry is also Assistant Professor of Finance & Personal Financial Planning in the School of Business at the University of Wisconsin Green Bay. Preston shares his backstory and why he chose to establish Concurrent as an independent, virtual financial planning firm that serves individuals, families, and business owners nationwide. They are guided by the core principle of the fiduciary standard, which is to always put client interests first.
He also talks about his work at the University of Wisconsin Green Bay and how he is a product of the Texas Tech (Lubbock, Texas) PFP curriculum made famous by industry luminaries Deena Katz and Harold Evensky.
Preston is also working on a book so we learn more about Statements and story listening, household hysterics, and other fun facts about Preston and his life, mission, and focus.
Learn more about Dr. Cherry: www.ConcurrentFP.com