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Run a Better Financial Advisory Business with Matt Sonnen and Marwa Zakharia
Manage episode 297335391 series 2892948
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In this Swift Chat, Marie Swift of Impact Communications, Inc., speaks with Marwa Zakharia, CEO of AssetBook, and Matt Sonnen, CEO of PFI Advisors.
Marwa, Matt and Marie 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.
Websites:
www.AssetBook.com www.PFIAdvisors.com
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