That Annuity Show - December 2020
How are successful advisors reaching more of the right people and growing their firms? In this 36-minute podcast, Marie Swift of Impact Communications provides dozens of great ideas and real-advisor examples. Listen now to Synching Your Message with Your Market.
2020 Playbook webinar #10 – December 2020
What a year! Marie Swift, NAPFA’s 2020 Playbook emcee and head orchestrator, and Jonny Swift, a recurring favorite on NAPFA Playbook webinars, provided a recap of their favorite moments from the 2020 Playbook series. Access Playbook 2020: Year in Review here.
Mindset Mastery podcast, episode #10: Stoic Wisdom from a Roman Emperor, Dennis Stearns, CFP®, and 2020 Mindset Mastery Guests - December 2020
Show host Marie Swift recaps the 2020 podcast series and shares her own thoughts and observations about the global pandemic and 2020 business climate. She shares a handful of helpful tips for keeping the right mental focus during times of uncertainty and reminds us of all the additional great advice and information provided by 2020’s Mindset Mastery Guests. This 10-minute annual recap will leave you with a few Golden Nuggets as we complete a year full of anxiety-producing circumstances and cast our vision into the future, onward into 2021. Access the Mindset Mastery segments here.
PLANADVISER Magazine - November 2020
During a webinar sponsored by Allianz Life Insurance Co. of North America, “Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times,” speakers said it has been critical for advisors to reach out to clients throughout the pandemic. Impact Communications Inc. surveyed 342 independent advisers on how they have adjusted during the pandemic, said Marie Swift, president and CEO of the firm. To read a quick summary of the webinar and what Bob Veres, Shannon Stone and Heather Kelly added to the conversation: Empathy Seen As Valuable Tool During Pandemic.
Agility Newswire - November 2020
In October 2020, Impact Communications, conducted a survey on Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times. Sponsored by Allianz Life Insurance Company of North America / Advisory Solutions, the survey was an opportunity for independent financial advisors to weigh in on 2020's pandemic realities and share their stories on how they adjusted when the COVID-19 lockdowns, market turbulence and business realities became apparent. "From the survey, we've also learned where advisors have gone the extra mile, what their clients valued most, and whether or not they are getting new business," said Impact CEO Marie Swift. "The survey has given us important insights into the state of today's financial advisors and how they are adjusting their businesses in these uncertain times." Read more about the Conversations That Matter project.
Adviser 2.0 - November 2020
Robin Powell, an experienced television journalist who runs Regis Media, covered a panel discussion hosted by the Bob Veres Insider’s Forum, wherein Marie Swift of Impact Communications provided insights and quizzed three guests -- Michael Scarborough, Haleh Moddasser and Victor Gaxiola, the advisors she'd hand-selected -- on how digital communications have become central to their marketing efforts. Advisors who are able to use the internet in innovative ways, are achieving new levels of engagement with clients and potential clients. Read: How Engaging Is Your Digital Communication now.
In The Suite - podcast and blog - November 2020
In this episode of In The Suite, host Tina Powell welcomes guest Marie Swift. Marie shares how she got started in the finance industry, why credibility marketing is a necessity, and what it has been like seeing the industry change and shift toward the next generation. Listen to this episode and read the corresponding article to glean insights and thoughtful tips to help yourself and others as life and business unfolds. Click here: Finding Your Voice and Becoming a Thought-Leader with Marie Swift, President and CEO of Impact Communications.
2020 Playbook webinar #9 – November 2020
Having a strong social media presence is more important than ever, and many advisors are jumping on the social media bandwagon with strong social media marketing efforts. However, some advisors are having a difficult time growing their audience and getting engagement on their social media posts, even though they’re producing and posting the right kind of content on a regular basis. This is where social media advertising comes in, where even a small budget can go a long way. Jonny Swift, head of social/digital strategy for Impact Communications, presented a one hour session to help advisors understand the nuances. Click to access: Advertising on Social Media to Boost Your Brand.
Mindset Mastery podcast, episode #9: Productivity and Time Management for Mere Mortals - November 2020
Marie Swift, founder and CEO of Impact Communications, interviews Michael Kitces of Nerd's Eye View on how to get more of the right things done in record time. If you want to increase your productivity and return some sanity to your life, this podcast is for you! Access the Mindset Mastery segments here.
2020 Playbook webinar #8 – October 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the eighth session of the year, Cameo Roberson of Atlas Park Consulting shares thoughts on creating a better business model through the use of Client Segmentation.
Mindset Mastery podcast, episode #8: Creating Demand for You and Your Expertise - October 2020
Marie Swift, founder and CEO of Impact Communications, interviews John Bowen of CEG Worldwide on how financial advisors can build demand for their services and expertise. Bowen offers a free book and a free video to listeners. Access the Mindset Mastery segments here.
2020 Playbook webinar #7 – September 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the seventh session of the year, Marie hosts advisors Haleh Moddasser of Stearns Financial Group, Tony D'Amico of Fidato Wealth and Nicole Strbich of Buckingham Advisors. They share Tales from the Trenches: Marketing that Works for Advisors Today.
Mindset Mastery podcast, episode #7: Benefits of Professional Diversity and Inclusion - September 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Episode #7 with Kate "AdvoKate" Healy of TD Ameritrade Institutional is on benefits of professional diversity and inclusion. Access the Mindset Mastery segments here.
2020 Playbook webinar #6 – August 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the sixth session of the year, Brien Shanahan of Top Ranked Advisor, Jonny Swift of Impact Communications and Allan Slider of FeeOnlyNetwork.com drill down into SEO and Online Visibility Tactics for Financial Advisors.
Mindset Mastery podcast, episode #6: Playing to Win - August 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Episode #6 with Coach Joe Lukacs of the Magellan Mastermind & Network is on playing to win. Access the Mindset Mastery segments here.
Executive Roundtable Journal - Q2 2020 - July 2020
Marie Swift serves as the managing editor for this quarterly journal produced specifically for board members and C-level decisionmakers in the financial services industry. Click here to view the second quarter 2020 issue devoted to Business Decisions and Leadership Skills in the Midst of a Global Pandemic.
2020 Playbook webinar #5 – July 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the fifth session of the year, Kirk Lowe of Top Advisor Marketing, Mark Pearson of Nepsis, Inc., Jonny Swift of Impact Communications and Ken Robinson of Practical Financial Planning tell us How and Why to Do Your Own Podcast.
RIA Intel - July 16, 2020
When RIA Intel reporter Michael Thrasher asked Marie Swift to provide an update on how Impact Communications was doing as the coronavirus crisis continued on, as a follow up to his April article Business Pivots, Fee-Haggling, and Uncertainty as RIA Revenues Fall, Marie provided so much good information and thought leadership, that they turned her comments into the first-ever OpEd piece for RIA Intel. Here it is: Stop Vilifying PPP Loan Recipients.
Mindset Mastery podcast, episode #5: Anything is Possible - July 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Episode #5 with guest Michael Garry, AIF, MBA/JD, CFP, is on how -- with right planning, the support system and personal determination -- anything is possible. Access the Mindset Mastery segments here.
2020 Playbook webinar #4 – June 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the fourth session of the year, Stephen Wershing of The Client Driven Practice, Brian Fricke of Incredible Retirement and Howard Lutz of Intercontinental Wealth tell us How to Give Your Clients Exactly What They Want.
Top Advisor Marketing podcast - June 24, 2020
Do you know to think like a journalist in order to get your expertise published? In this fun, 30-minute podcast episode, Matt Halloran of Top Advisor Marketing talks to Marie Swift, president and CEO of Impact Communications, about PR hacks that advisors can use right away. Marie also explains why now is the time for advisors to be bolder with their client communications, COI interactions, online visibility, and content-driven marketing. Tune in now for PR tips that every advisor needs to know.
Inside Information Webinar - June 23, 2020
Marie Swift of Impact Communications and Bob Veres of Inside Information brought together a panel of three financial advisors who shared how they are pushing through the uncertainties of today's client communications and marketing realities. Watch this educational webinar with guests Mike Scarborough of Oak Wealth Partners, Haleh Moddasser of Stearns Financial Group, and Victor Gaxiola of TechGirl Financial. Watch Pushing through the Fog: Marketing that Works for Advisors Today.
Mindset Mastery podcast, episode #4: The Entrepreneurial Journey - June 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Guests include names from a "who's who list" of professionals including some of the biggest names in the RIA consulting space as well as respected fiduciary financial planners who are accomplishing great things as they master their own mindset and continue to serve their clients. Episode #4 is on the entrepreneurial journey with Robb Baldwin, founder and CEO of TradePMR, who was once a financial advisor and RIA himself. Access the Mindset Mastery segments here.
2020 Playbook webinar #3 – May 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the third session of the year, Nelson Greene, Technology Consultant, TD Ameritrade Institutional spoke on Elevating Your Client Experience with Technology.
Financial Planning magazine - May 8, 2020
You’ve been working on establishing your independent advisory firm for a while now. The veil is lifting and you must soon tell your clients about your transition. Especially right now, it’s crucial to engender confidence and trust in your clients even if you’ve been building relationships with them for some time. Marie Swift, founder and CEO of Impact Communications, offers three tips based on helping numerous breakaway brokers launch their independent RIA firms. Read 3 Things to Tell Your Clients When Going Independent.
Mindset Mastery podcast, episode #3: The Secret to Great Listening - May 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Episode #3 is on the secret to great listening with George Kinder, book author/speaker and founder of the Kinder Institute of Life Planning. Access the Mindset Mastery segments here.
Advisor Perspectives - April 29, 2020
Given the enormous challenges we face today, our clients, staff, family and friends need calm and confident professionals in their lives. People are concerned not just about their savings and investments, but also their livelihoods and health due to the coronavirus pandemic. How can you, as a leader in a profession that provides professional financial planning and money management services, reassure your team and your clients? In this article, Marie Swift, founder and CEO of Impact Communications, offers thoughts and resources. Read Filling the Leadership Gap in the Advisory Profession.
LeadHER Blog - April 2020
To many progressive advisors and industry thought leaders, social media is essential in terms of digital marketing and online presence. On the flip side, many advisors are still, when it comes to social media, confused about what to do and how to do it. In this article – and the upcoming webinar that Impact founder and CEO Marie Swift will be presenting on May 13 for Women In Insurance & Financial Services, Marie will try to convince you that social media is important for boosting your online presence. She'll also try to help you clarify your thinking and determine a good social media strategy. Read the article and/or sign up for the WIFS webinar here.
2020 Playbook webinar #2 – April 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the second session of the year, Bob Veres and Joel Bruckenstein provided an in-depth review of the Inside Information/T3 Software survey. Learn more about all the 2020 sessions here: 2020 Playbook series.
Executive Roundtable Journal - Q1 2020 - April 2020
Marie Swift serves as the managing editor for this relatively new journal produced specifically for board members and executives in the financial services industry. Click here to view the first quarter 2020 issue devoted to an industry in transition.
Mindset Mastery podcast, episode #2: Relationship Marketing - April 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Guests will include names from a "who's who list" of professionals including some of the biggest names in the RIA consulting space as well as respected fiduciary financial planners who are accomplishing great things as they master their own mindset and continue to serve their clients. Episode #2 is on how to use LinkedIn to build relationships and boost business with book author / speaker / social media trainer Kevin Knebl. Access the Mindset Mastery segments here.
RIA Intel - April 2, 2020
The first quarter of 2020 included the sudden rise of a pandemic and the fastest-ever bear market. Still, Marie Swift, founder and CEO of Impact Communications, remains positive about her company’s long-term future. The family-owned and operated firm was founded 27 years ago and has weathered a variety of market downturns, including 9/11 and the global financial crisis of 2008/09. “I think everybody is just adjusting to the new normal. And we’re finding common ground,” Swift said. "We'll still be here when the dust settles," Swift told RIA Intel reporter Michael Thrasher. Read Business Pivots, Fee-Haggling, and Uncertainty as RIA Revenues Fall.
Inside Information - March 2020
Publisher/editor Bob Veres urges Inside Information readers to "take market share away from the sales agents, brokers and touts who masquerade as financial advisors and in many cases do more harm than good in our financial landscape. This is the time when their lack of professionalism—and often lack of empathy—is fully exposed. The more of their clients become your clients, the better off the world is by any important measure." Veres uses the entire issue to shine the spotlight on Impact Communications and other marketing firms that serve independent financial advisory firms. Read Marketing for Hire by clicking here.
Mindset Mastery podcast, episode #1: The Neuroscience of Next Level Success - March 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Guests will include names from a "who's who list" of professionals including some of the biggest names in the RIA consulting space as well as respected fiduciary financial planners who are accomplishing great things as they master their own mindset and continue to serve their clients. Episode #1 is on the neuroscience of next level success with guest Dr. Jody Jacobson. Access the Mindset Mastery segments here.
2020 Playbook webinar #1 – March 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. The first session of the year included short guest presentations from Julie Littlechild of Absolute Engagement, Jay Wampler of TD Ameritrade Institutional, and Stephanie Bogan of Educe. Learn more about all the 2020 sessions here: 2020 Playbook series.
Dimensional DC-Area and Philadelphia Study Groups – February 2020
Marie Swift was slated to lead two 90-minute marketing workshops for Dimensional Fund Advisors (DFA) at venues in Virginia and Pennsylvania, however, the events were postponed due to the coronavirus pandemic but will be rescheduled when it is safe to gather and huddle up again. Learn more about Dimensional Fund Advisors here.
Financial Advisor magazine - February 24, 2020
Nearly 800 financial advisors, fintech innovators and industry consultants gathered in San Diego this month for the 17th annual T3 Advisor Conference, where they discussed trends in the financial advisory profession and how technology can support the creation of a more profitable and enjoyable business for the advisor and a better experience for the client. Acceleration and the pace of change were recurring themes throughout the event. Over 100 companies set up booths in the exhibit hall and made presentations at the conference. Marie Swift recaps the biggest announcements.
Dimensional Atlanta-Area Study Groups – February 2020
Marie Swift led two 90-minute marketing workshops for Dimensional Fund Advisors (DFA) at a venue in Atlanta. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
Dimensional NY-Area Study Groups – February 2020
Marie Swift led two 90-minute marketing workshops for Dimensional Fund Advisors (DFA) at a venue in NYC. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
T3 Tech Hub - March 2020
In this guest post for T3, Marie Swift recaps the marketing related announcements and survey findings from the 2020 T3/Inside Information Software Survey for Financial Advisors produced by Bob Veres and Joel Bruckenstein. Read New Intel and Marketing Solutions Revealed at T3 in San Diego.
Financial Advisor magazine - March. 7, 2020
While the unpredictable nature of the virus and its impact on markets may make communicating with nervous clients challenging, Marie Swift told Financial Advisor they have been quick to calm client concerns. Read What Advisors Are Telling Investors about Coronavirus.
Financial Advisor magazine - March 3, 2020
If there’s ever a time when financial advisors get to stress-test their client communication skills, it’s now. Smart advisors can use market disruptions to leverage effective communication that elaborates on the services and benefits clients are receiving. “Times of fear and uncertainty—like we are seeing now—provide advisors with a great opportunity to underscore their value,” said Marie Swift of Impact Communications in this interview with staff writer Tracey Longo. “Most clients do not really understand what the advisor does on a day-to-day basis, so being in touch now can help reassure them that you are on top of things. Communicating with authority and a sense of calm is essential right now." Read What Advisors Are Telling Clients as Coronavirus Panic Grows.
Dimensional Carolinas Study Group – January 2020
Marie Swift led a 90-minute marketing workshop for Dimensional Fund Advisors (DFA) at their Charlotte, NC offices. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
Three Crowns blog - February 06, 2020
Johnny Sandquist of Three Crowns Copywriting and Marketing invited some of his favorite (fellow) marketing professionals in the wealth management industry to give him their hot take on one simple (just kidding, super complex) question: “What do financial advisors need to do in 2020 to be successful with digital marketing?” Marie Swift of Impact Communications contributed her insights in this section of the article: Create a Magnetic Presence.
RIAIntel - January 20, 2020
Competition is increasing for consumers' attention. This article written by Alli Romano provides information and ideas for what advisors can do. Marie Swift of Impact Communications and David Edwards of Heron Wealth (a long-time Impact client) share insights and advice in Should RIAs Build a War Chest for the Digital Ad Arms Race?
How are successful advisors reaching more of the right people and growing their firms? In this 36-minute podcast, Marie Swift of Impact Communications provides dozens of great ideas and real-advisor examples. Listen now to Synching Your Message with Your Market.
2020 Playbook webinar #10 – December 2020
What a year! Marie Swift, NAPFA’s 2020 Playbook emcee and head orchestrator, and Jonny Swift, a recurring favorite on NAPFA Playbook webinars, provided a recap of their favorite moments from the 2020 Playbook series. Access Playbook 2020: Year in Review here.
Mindset Mastery podcast, episode #10: Stoic Wisdom from a Roman Emperor, Dennis Stearns, CFP®, and 2020 Mindset Mastery Guests - December 2020
Show host Marie Swift recaps the 2020 podcast series and shares her own thoughts and observations about the global pandemic and 2020 business climate. She shares a handful of helpful tips for keeping the right mental focus during times of uncertainty and reminds us of all the additional great advice and information provided by 2020’s Mindset Mastery Guests. This 10-minute annual recap will leave you with a few Golden Nuggets as we complete a year full of anxiety-producing circumstances and cast our vision into the future, onward into 2021. Access the Mindset Mastery segments here.
PLANADVISER Magazine - November 2020
During a webinar sponsored by Allianz Life Insurance Co. of North America, “Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times,” speakers said it has been critical for advisors to reach out to clients throughout the pandemic. Impact Communications Inc. surveyed 342 independent advisers on how they have adjusted during the pandemic, said Marie Swift, president and CEO of the firm. To read a quick summary of the webinar and what Bob Veres, Shannon Stone and Heather Kelly added to the conversation: Empathy Seen As Valuable Tool During Pandemic.
Agility Newswire - November 2020
In October 2020, Impact Communications, conducted a survey on Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times. Sponsored by Allianz Life Insurance Company of North America / Advisory Solutions, the survey was an opportunity for independent financial advisors to weigh in on 2020's pandemic realities and share their stories on how they adjusted when the COVID-19 lockdowns, market turbulence and business realities became apparent. "From the survey, we've also learned where advisors have gone the extra mile, what their clients valued most, and whether or not they are getting new business," said Impact CEO Marie Swift. "The survey has given us important insights into the state of today's financial advisors and how they are adjusting their businesses in these uncertain times." Read more about the Conversations That Matter project.
Adviser 2.0 - November 2020
Robin Powell, an experienced television journalist who runs Regis Media, covered a panel discussion hosted by the Bob Veres Insider’s Forum, wherein Marie Swift of Impact Communications provided insights and quizzed three guests -- Michael Scarborough, Haleh Moddasser and Victor Gaxiola, the advisors she'd hand-selected -- on how digital communications have become central to their marketing efforts. Advisors who are able to use the internet in innovative ways, are achieving new levels of engagement with clients and potential clients. Read: How Engaging Is Your Digital Communication now.
In The Suite - podcast and blog - November 2020
In this episode of In The Suite, host Tina Powell welcomes guest Marie Swift. Marie shares how she got started in the finance industry, why credibility marketing is a necessity, and what it has been like seeing the industry change and shift toward the next generation. Listen to this episode and read the corresponding article to glean insights and thoughtful tips to help yourself and others as life and business unfolds. Click here: Finding Your Voice and Becoming a Thought-Leader with Marie Swift, President and CEO of Impact Communications.
2020 Playbook webinar #9 – November 2020
Having a strong social media presence is more important than ever, and many advisors are jumping on the social media bandwagon with strong social media marketing efforts. However, some advisors are having a difficult time growing their audience and getting engagement on their social media posts, even though they’re producing and posting the right kind of content on a regular basis. This is where social media advertising comes in, where even a small budget can go a long way. Jonny Swift, head of social/digital strategy for Impact Communications, presented a one hour session to help advisors understand the nuances. Click to access: Advertising on Social Media to Boost Your Brand.
Mindset Mastery podcast, episode #9: Productivity and Time Management for Mere Mortals - November 2020
Marie Swift, founder and CEO of Impact Communications, interviews Michael Kitces of Nerd's Eye View on how to get more of the right things done in record time. If you want to increase your productivity and return some sanity to your life, this podcast is for you! Access the Mindset Mastery segments here.
2020 Playbook webinar #8 – October 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the eighth session of the year, Cameo Roberson of Atlas Park Consulting shares thoughts on creating a better business model through the use of Client Segmentation.
Mindset Mastery podcast, episode #8: Creating Demand for You and Your Expertise - October 2020
Marie Swift, founder and CEO of Impact Communications, interviews John Bowen of CEG Worldwide on how financial advisors can build demand for their services and expertise. Bowen offers a free book and a free video to listeners. Access the Mindset Mastery segments here.
2020 Playbook webinar #7 – September 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the seventh session of the year, Marie hosts advisors Haleh Moddasser of Stearns Financial Group, Tony D'Amico of Fidato Wealth and Nicole Strbich of Buckingham Advisors. They share Tales from the Trenches: Marketing that Works for Advisors Today.
Mindset Mastery podcast, episode #7: Benefits of Professional Diversity and Inclusion - September 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Episode #7 with Kate "AdvoKate" Healy of TD Ameritrade Institutional is on benefits of professional diversity and inclusion. Access the Mindset Mastery segments here.
2020 Playbook webinar #6 – August 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the sixth session of the year, Brien Shanahan of Top Ranked Advisor, Jonny Swift of Impact Communications and Allan Slider of FeeOnlyNetwork.com drill down into SEO and Online Visibility Tactics for Financial Advisors.
Mindset Mastery podcast, episode #6: Playing to Win - August 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Episode #6 with Coach Joe Lukacs of the Magellan Mastermind & Network is on playing to win. Access the Mindset Mastery segments here.
Executive Roundtable Journal - Q2 2020 - July 2020
Marie Swift serves as the managing editor for this quarterly journal produced specifically for board members and C-level decisionmakers in the financial services industry. Click here to view the second quarter 2020 issue devoted to Business Decisions and Leadership Skills in the Midst of a Global Pandemic.
2020 Playbook webinar #5 – July 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the fifth session of the year, Kirk Lowe of Top Advisor Marketing, Mark Pearson of Nepsis, Inc., Jonny Swift of Impact Communications and Ken Robinson of Practical Financial Planning tell us How and Why to Do Your Own Podcast.
RIA Intel - July 16, 2020
When RIA Intel reporter Michael Thrasher asked Marie Swift to provide an update on how Impact Communications was doing as the coronavirus crisis continued on, as a follow up to his April article Business Pivots, Fee-Haggling, and Uncertainty as RIA Revenues Fall, Marie provided so much good information and thought leadership, that they turned her comments into the first-ever OpEd piece for RIA Intel. Here it is: Stop Vilifying PPP Loan Recipients.
Mindset Mastery podcast, episode #5: Anything is Possible - July 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Episode #5 with guest Michael Garry, AIF, MBA/JD, CFP, is on how -- with right planning, the support system and personal determination -- anything is possible. Access the Mindset Mastery segments here.
2020 Playbook webinar #4 – June 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the fourth session of the year, Stephen Wershing of The Client Driven Practice, Brian Fricke of Incredible Retirement and Howard Lutz of Intercontinental Wealth tell us How to Give Your Clients Exactly What They Want.
Top Advisor Marketing podcast - June 24, 2020
Do you know to think like a journalist in order to get your expertise published? In this fun, 30-minute podcast episode, Matt Halloran of Top Advisor Marketing talks to Marie Swift, president and CEO of Impact Communications, about PR hacks that advisors can use right away. Marie also explains why now is the time for advisors to be bolder with their client communications, COI interactions, online visibility, and content-driven marketing. Tune in now for PR tips that every advisor needs to know.
Inside Information Webinar - June 23, 2020
Marie Swift of Impact Communications and Bob Veres of Inside Information brought together a panel of three financial advisors who shared how they are pushing through the uncertainties of today's client communications and marketing realities. Watch this educational webinar with guests Mike Scarborough of Oak Wealth Partners, Haleh Moddasser of Stearns Financial Group, and Victor Gaxiola of TechGirl Financial. Watch Pushing through the Fog: Marketing that Works for Advisors Today.
Mindset Mastery podcast, episode #4: The Entrepreneurial Journey - June 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Guests include names from a "who's who list" of professionals including some of the biggest names in the RIA consulting space as well as respected fiduciary financial planners who are accomplishing great things as they master their own mindset and continue to serve their clients. Episode #4 is on the entrepreneurial journey with Robb Baldwin, founder and CEO of TradePMR, who was once a financial advisor and RIA himself. Access the Mindset Mastery segments here.
2020 Playbook webinar #3 – May 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the third session of the year, Nelson Greene, Technology Consultant, TD Ameritrade Institutional spoke on Elevating Your Client Experience with Technology.
Financial Planning magazine - May 8, 2020
You’ve been working on establishing your independent advisory firm for a while now. The veil is lifting and you must soon tell your clients about your transition. Especially right now, it’s crucial to engender confidence and trust in your clients even if you’ve been building relationships with them for some time. Marie Swift, founder and CEO of Impact Communications, offers three tips based on helping numerous breakaway brokers launch their independent RIA firms. Read 3 Things to Tell Your Clients When Going Independent.
Mindset Mastery podcast, episode #3: The Secret to Great Listening - May 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Episode #3 is on the secret to great listening with George Kinder, book author/speaker and founder of the Kinder Institute of Life Planning. Access the Mindset Mastery segments here.
Advisor Perspectives - April 29, 2020
Given the enormous challenges we face today, our clients, staff, family and friends need calm and confident professionals in their lives. People are concerned not just about their savings and investments, but also their livelihoods and health due to the coronavirus pandemic. How can you, as a leader in a profession that provides professional financial planning and money management services, reassure your team and your clients? In this article, Marie Swift, founder and CEO of Impact Communications, offers thoughts and resources. Read Filling the Leadership Gap in the Advisory Profession.
LeadHER Blog - April 2020
To many progressive advisors and industry thought leaders, social media is essential in terms of digital marketing and online presence. On the flip side, many advisors are still, when it comes to social media, confused about what to do and how to do it. In this article – and the upcoming webinar that Impact founder and CEO Marie Swift will be presenting on May 13 for Women In Insurance & Financial Services, Marie will try to convince you that social media is important for boosting your online presence. She'll also try to help you clarify your thinking and determine a good social media strategy. Read the article and/or sign up for the WIFS webinar here.
2020 Playbook webinar #2 – April 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. In the second session of the year, Bob Veres and Joel Bruckenstein provided an in-depth review of the Inside Information/T3 Software survey. Learn more about all the 2020 sessions here: 2020 Playbook series.
Executive Roundtable Journal - Q1 2020 - April 2020
Marie Swift serves as the managing editor for this relatively new journal produced specifically for board members and executives in the financial services industry. Click here to view the first quarter 2020 issue devoted to an industry in transition.
Mindset Mastery podcast, episode #2: Relationship Marketing - April 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Guests will include names from a "who's who list" of professionals including some of the biggest names in the RIA consulting space as well as respected fiduciary financial planners who are accomplishing great things as they master their own mindset and continue to serve their clients. Episode #2 is on how to use LinkedIn to build relationships and boost business with book author / speaker / social media trainer Kevin Knebl. Access the Mindset Mastery segments here.
RIA Intel - April 2, 2020
The first quarter of 2020 included the sudden rise of a pandemic and the fastest-ever bear market. Still, Marie Swift, founder and CEO of Impact Communications, remains positive about her company’s long-term future. The family-owned and operated firm was founded 27 years ago and has weathered a variety of market downturns, including 9/11 and the global financial crisis of 2008/09. “I think everybody is just adjusting to the new normal. And we’re finding common ground,” Swift said. "We'll still be here when the dust settles," Swift told RIA Intel reporter Michael Thrasher. Read Business Pivots, Fee-Haggling, and Uncertainty as RIA Revenues Fall.
Inside Information - March 2020
Publisher/editor Bob Veres urges Inside Information readers to "take market share away from the sales agents, brokers and touts who masquerade as financial advisors and in many cases do more harm than good in our financial landscape. This is the time when their lack of professionalism—and often lack of empathy—is fully exposed. The more of their clients become your clients, the better off the world is by any important measure." Veres uses the entire issue to shine the spotlight on Impact Communications and other marketing firms that serve independent financial advisory firms. Read Marketing for Hire by clicking here.
Mindset Mastery podcast, episode #1: The Neuroscience of Next Level Success - March 2020
Marie Swift, founder and CEO of Impact Communications, is the host a series of short podcast interviews bringing motivational insights and actionable advice to financial advisors. Guests will include names from a "who's who list" of professionals including some of the biggest names in the RIA consulting space as well as respected fiduciary financial planners who are accomplishing great things as they master their own mindset and continue to serve their clients. Episode #1 is on the neuroscience of next level success with guest Dr. Jody Jacobson. Access the Mindset Mastery segments here.
2020 Playbook webinar #1 – March 2020
Marie Swift is again this year serving as master orchestrator of a webinar series for NAPFA, with TD Ameritrade Institutional now named as the 2020 exclusive sponsor. The first session of the year included short guest presentations from Julie Littlechild of Absolute Engagement, Jay Wampler of TD Ameritrade Institutional, and Stephanie Bogan of Educe. Learn more about all the 2020 sessions here: 2020 Playbook series.
Dimensional DC-Area and Philadelphia Study Groups – February 2020
Marie Swift was slated to lead two 90-minute marketing workshops for Dimensional Fund Advisors (DFA) at venues in Virginia and Pennsylvania, however, the events were postponed due to the coronavirus pandemic but will be rescheduled when it is safe to gather and huddle up again. Learn more about Dimensional Fund Advisors here.
Financial Advisor magazine - February 24, 2020
Nearly 800 financial advisors, fintech innovators and industry consultants gathered in San Diego this month for the 17th annual T3 Advisor Conference, where they discussed trends in the financial advisory profession and how technology can support the creation of a more profitable and enjoyable business for the advisor and a better experience for the client. Acceleration and the pace of change were recurring themes throughout the event. Over 100 companies set up booths in the exhibit hall and made presentations at the conference. Marie Swift recaps the biggest announcements.
Dimensional Atlanta-Area Study Groups – February 2020
Marie Swift led two 90-minute marketing workshops for Dimensional Fund Advisors (DFA) at a venue in Atlanta. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
Dimensional NY-Area Study Groups – February 2020
Marie Swift led two 90-minute marketing workshops for Dimensional Fund Advisors (DFA) at a venue in NYC. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
T3 Tech Hub - March 2020
In this guest post for T3, Marie Swift recaps the marketing related announcements and survey findings from the 2020 T3/Inside Information Software Survey for Financial Advisors produced by Bob Veres and Joel Bruckenstein. Read New Intel and Marketing Solutions Revealed at T3 in San Diego.
Financial Advisor magazine - March. 7, 2020
While the unpredictable nature of the virus and its impact on markets may make communicating with nervous clients challenging, Marie Swift told Financial Advisor they have been quick to calm client concerns. Read What Advisors Are Telling Investors about Coronavirus.
Financial Advisor magazine - March 3, 2020
If there’s ever a time when financial advisors get to stress-test their client communication skills, it’s now. Smart advisors can use market disruptions to leverage effective communication that elaborates on the services and benefits clients are receiving. “Times of fear and uncertainty—like we are seeing now—provide advisors with a great opportunity to underscore their value,” said Marie Swift of Impact Communications in this interview with staff writer Tracey Longo. “Most clients do not really understand what the advisor does on a day-to-day basis, so being in touch now can help reassure them that you are on top of things. Communicating with authority and a sense of calm is essential right now." Read What Advisors Are Telling Clients as Coronavirus Panic Grows.
Dimensional Carolinas Study Group – January 2020
Marie Swift led a 90-minute marketing workshop for Dimensional Fund Advisors (DFA) at their Charlotte, NC offices. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
Three Crowns blog - February 06, 2020
Johnny Sandquist of Three Crowns Copywriting and Marketing invited some of his favorite (fellow) marketing professionals in the wealth management industry to give him their hot take on one simple (just kidding, super complex) question: “What do financial advisors need to do in 2020 to be successful with digital marketing?” Marie Swift of Impact Communications contributed her insights in this section of the article: Create a Magnetic Presence.
RIAIntel - January 20, 2020
Competition is increasing for consumers' attention. This article written by Alli Romano provides information and ideas for what advisors can do. Marie Swift of Impact Communications and David Edwards of Heron Wealth (a long-time Impact client) share insights and advice in Should RIAs Build a War Chest for the Digital Ad Arms Race?