The 3rd Wave Collaborative is a consortium of industry leaders engaged in uncovering the new fundamentals in the profession of financial advice. Our goal is to spark innovation and share insights and experiences to collectively discover what this new wave, the future of our industry, is about. We believe the changes taking place today will act synergistically to affect the very nature of the relationship between advisor and client. And we hope to attract thought leaders and forward thinking practitioners to help midwife this new era.
Marion Asnes
Marion Asnes is a nationally recognized financial marketer, editor, writer and speaker with a creative approach to financial information that makes complex business and economic concepts fresh, engaging and accessible. Learn more...
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Julie Littlechild
Julie Littlechild is the Founder of AbsoluteEngagement.com, and a researcher, speaker and writer who helps professionals drive profound engagement with their work, their clients and their team to spark significant growth. Learn more...
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Marie Swift
Marie Swift is President and CEO of Impact Communications, a full-service marketing communications, branding and PR firm serving a select group of independent financial advisors and allied institutions. Learn more...
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Steve Wershing
Steve Wershing, CFP®, is President of The Client Driven Practice, a firm that assists financial advisors in gathering client feedback and developing referral marketing plans. Learn more...
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