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As founder of a wealth management firm, Bob Swift noticed that many of his clients asked him to also educate their children about money. That led he and his wife to start a foundation and a program specifically designed to work with clients who lacked access to high quality advisory services. It's an inspiring story and one that demonstrates commitment, passion and impact. Enjoy!
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2727 ratings
As founder of a wealth management firm, Bob Swift noticed that many of his clients asked him to also educate their children about money. That led he and his wife to start a foundation and a program specifically designed to work with clients who lacked access to high quality advisory services. It's an inspiring story and one that demonstrates commitment, passion and impact. Enjoy!
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