Marie Swift speaks to TIAA's advisor-clients about her 21st-Century "Cookie Exchange" and what she learned from the women who gathered at her home to talk about financial services and working with a professional financial advisor. Shot in TIAA's NYC studios, these insights from Marie Swift supplement a second video she recorded on how advisors can position themselves as the go-to resource for female clients. Two corresponding articles from Marie Swift round out Swift's contributions to The Couples Conundrum initiative, sponsored and produced by TIAA in 2015.
