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Best Practices Blog

Best Practices for Writing a Business Plan ... with Joe Lukacs and Marie Swift

12/7/2020

 
On November 11, 2020, Coach Joe Lukacs of the Magellan Mastermind & Network joined Marketing Maven Marie Swift to discuss Best Practices for Writing a Business Plan. The webinar gave a sneak peek into some of the topics that will be covered during Joe's December multi-day virtual conference. This webinar provides great value and is provided without cost to friends of Impact Communications. 

GOOD NEWS: 
Joe has WAIVED the timeframe in which you need to sign up for his multi-day Business Planning Workshop (happening virtually Tuesday Dec. 15, Wednesday Dec. 16, Thursday Dec. 17 and Friday Dec. 18, 2020).

Friends of Impact can sign up without a hard deadline and still get the special price of $495 (full-price is $895).

Read More

Coach Joe Lukacs Provides Advice for Growth-Minded Financial Advisors in Swift Chat - View Video and Transcript Here

5/30/2020

 
In this Swift Chat video conversation, I speak with Joe Lukacs, founder of Magellan Mastermind & Network. We discuss client communications and marketing financial services in a digital world where so many more people are working from home, seeking good information and advice, and feeling the stress that has come with the COVID-19 lock-downs.

Joe and I talk about the best ways for advisors to "create their own economies" during these challenging times -- and beyond.

Read More
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    About
    This Blog

    Welcome to the “Best Practices in the Financial Services Industry” blog, where you will find ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years, and special guests. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. From time to time, Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.​

    Tweets by @marieswift

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©2020 Impact Communications, Inc.
  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • VIdeos
  • Advisors
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites
    • Advisor Coaching
    • How We Work
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Examples of Impact Communications news releases
    • Website Strategy
    • Speaking Engagements
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
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