Marie Swift, Founder and CEO of Impact Communications, recently interviewed Sheila and asked about important topics for financial planning, including the “fiduciary standard”, reducing money clutter and what clients should look for in a financial planner. Sheila also discussed her current role as president of the Alliance of Comprehensive Planners (ACP). The interview was featured at CityBiz.co.
Marie’s company, Impact Communications, is a full-service PR and marketing communications firm that works solely within the financial services industry.
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