Category: Haleh Moddasser

Swift Chat with Haleh Moddasser: Women, Wealth and Social Change

11/23/2021

In this Swift Chat video / podcast conversation, Marie Swift of Impact Communications, Inc. speaks with Haleh Moddasser of Stearns Financial Group. The two talk about Haleh's new podcast "Women On Top with Haleh Moddasser," Haleh's two books (one on gray divorce and one on ESG investing), and how Haleh sees the role of women in creating social change through the power of the purse and their investment decisions.

Panel discussion hosted by NAPFA to focus on Marketing Strategies for Fiduciary Advisors

8/27/2020

Every single one of us has had to adjust as the realities of the global pandemic became apparent this spring. But while these have been challenging times for us individually and as a nation, not every advisor is struggling. In fact, some advisors are thriving. You’ll meet three such advisors during this important webinar:

Haleh Moddasser, CPA, of Stearns Financial Group (www.StearnsFinancial.com)
Tony D’Amico, CFP®, of Fidato Wealth (www.FidatoWealth.com)
Nicole Strbich, CFP®, CPWA, EA, of Buckingham Advisors (www.MyBuckingham.com)

These accomplished fiduciary advisors will join me for the September webcast in the NAPFA Playbook 2020 series to share what’s working – and what’s not – when it comes to client communications and building your business as a fthrough thick and thin.

TechGirl Financial has Doubled-Down on Communications throughout the Covid Crisis - Marie Swift and Victor Gaxiola Provide the How and the Why

7/15/2020

In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with Victor Gaxiola, co-founder of TechGirl Financial. The topic: How communications have changed for financial advisors and their clients due to the coronavirus lock-downs and why TechGirl Financial decided to double-down on their communications.

Pushing through the Fog: Marketing that Works for Advisors Today

6/26/2020

Every single one of us has had to adjust our expectations of what is “normal” now. While some have used the term “new normal” to describe the work-from-home and shelter-in-place realities we are all experiencing, others continue to point out that things are changing quickly enough that now there is really just the “next normal” followed by the “next normal.” Sometimes it can feel like pushing through a patch of fog.

But while these have been challenging times for us individually and as a nation, not every advisor is struggling. In fact, some advisors are thriving. You’ll meet three such advisors during this important webinar:

Pushing through the Fog: Marketing that Works for Advisors Today
Thursday, July 23, 2020 at 4:00 pm ET

Best Practices Blog

Swift Chat with Haleh Moddasser: Women, Wealth and Social Change

Panel discussion hosted by NAPFA to focus on Marketing Strategies for Fiduciary Advisors

TechGirl Financial has Doubled-Down on Communications throughout the Covid Crisis - Marie Swift and Victor Gaxiola Provide the How and the Why

Pushing through the Fog: Marketing that Works for Advisors Today

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Best Practices Blog

Swift Chat with Haleh Moddasser: Women, Wealth and Social Change

Panel discussion hosted by NAPFA to focus on Marketing Strategies for Fiduciary Advisors

TechGirl Financial has Doubled-Down on Communications throughout the Covid Crisis - Marie Swift and Victor Gaxiola Provide the How and the Why

Pushing through the Fog: Marketing that Works for Advisors Today

AboutThis Blog

Kudos for Swift ChatS Podcast

Categories

Archives

About
This Blog