Swift Chats in the Financial Services Industry

​In this Swift chat conversation, Marie Swift sits down with Frank Corrado , a fiduciary financial advisor whose career has spanned public accounting, two decades at JP Morgan, over 20 years running his own independent RIA, and founder of Pivot Point , which partners with financial advisors and their clients as a "Chief Behavioral Officer" to help people move from insight to action at life's pivot...

In this Swift Chat conversation, Marie Swift speaks with  Stacy Chitty  of  Blue Vault  and  Henry Zelikovsky  of  Softlab360  to discuss how better data and modern technology are transforming the way financial advisors and asset managers evaluate alternative investments.   The conversation explores Blue Vault's new research portal, built to bring greater transparency, usability, and depth to alte...

The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what's next in the financial services industry. From AI University to can't-miss conversations on the latest wealthtech trends, the Hot & Happening Podcast series captured the...

The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what's next in the financial services industry. From AI University to can't-miss conversations on the latest wealthtech trends, the Hot & Happening Podcast series captured the...

The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what's next in the financial services industry. From AI University to can't-miss conversations on the latest wealthtech trends, the Hot & Happening Podcast series captured the...

John O'Connell of The Oasis Group and Marie Swift of Impact Communications dig into predictions for 2026 when it comes to AI and technology for wealth managers, investment advisors, and financial planners. They cover AI Meeting aids, Agentic AI, Brand Voice Guidelines and custom GPTs, prompt engineering, and so much more. John and Marie will both be at the 2026 T3 Technology Conference happening i...

In this Swift Chat conversation, Marie Swift speaks with renowned industry commentator and author Bob Veres to explore his sweeping new book, " A Behind the Scenes History of Financial Planning and the Profession: My 45-Year Journey as an Insider ." Veres shares how he went from knowing almost nothing about financial planning in the early 1980s to chronicling the evolution of the profession from s...

In this Swift Chat conversation, Marie Swift speaks with Paul Gilbert , Marketing Manager at Myriad Advisor Solutions , a long-established, full-service business advisory firm, and Shawna Ohm , Founder of Content 151 , a customized content and marketing solution for independent financial advisors, to discuss year-end insights for independent advisors navigating market volatility, AI trends, and bu...

In this Swift Chat conversation, Marie Swift speaks with Mark Heynen , Co-Founder and Chief Product Officer at Knapsack , an AI platform for financial advisors that automates meeting prep, note-taking, follow-ups, and CRM updates directly on-device, enabling compliance and workflow efficiency without compromising client data security, to discuss the evolving landscape of technology and productivit...

In this Swift Chat conversation, Marie Swift speaks with Meaghan Dowd CAPI, CPRIA, PLCS, CLCS , Director of Insurance at Holistiplan , focusing on insurance planning and risk management for financial advisors, abut gaps in personal insurance coverage, such as issues with replacement cost, young drivers, and lifestyle factors like renovations or owning rental properties, that advisors often overloo...

In this Swift Chat conversation, Marie Swift speaks with  Alan Thomson , Founder and Chief Architect of  Intervallum Technologies , which specializes in innovative investment solutions, particularly through their flagship product, the CrestCast™ Macro-Aware US Factor Rotation Index, to discuss insights on the future of portfolio management, focusing on access, personalization, tax optimization, an...

In this Swift Chat conversation, Marie Swift speaks with Michael Rose, CFP®, MST , Director of Wealth Management Research at  Cerulli Associates , a leading global research, consulting, and analytics firm specializing in asset management, wealth management, and financial services, to discuss Cerulli's 117-page 2025 study on U.S. wealth management technology, zeroing in on how digital tools are tra...

In this Swift Chat conversation, Marie Swift speaks with Matt Morris , CEO and co-founder of EncorEstate Plans , a comprehensive, customizable estate planning and trust funding platform that empowers financial advisors to efficiently create, update, and fund estate plans for their clients, all backed by expert legal review and support—without requiring a subscription or direct-to-consumer access,...

In this Swift Chat conversation, Marie Swift speaks with Claire Alexander , founder of The Arch's Anvil , an operations and growth platform designed to help service-based businesses, particularly financial advisors, transform big visions into high-functioning businesses. Claire shares her journey from working in administrative roles to building and leading complex wealth management firms, culminat...

In this Swift Chats episode, Marie Swift speaks with Any Wang , Managing Partner at Runnymede Capital Management , host of the Inspired Money podcast, and a LinkedIn Top Voice, to explore how he has strategically leveraged LinkedIn to grow his following, build authentic connections, and generate business opportunities, all while staying grounded in his mission of helping others. Wang shares the ev...

If there's one thing that rings true year after year, it's this: the  T3 Technology Tools for Today Conference is the destination for discovering what's shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening podcast series, recorded live at the bustling T3 P...

If there's one thing that rings true year after year, it's this: the T3 Technology Tools for Today Conference is the destination for discovering what's shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening podcast series, recorded live at the bustling T3 Po...

In this Swift Chat episode, Marie Swift speaks with Jeff Coyle , Founder and CEO of Libretto , about how his wealthtech platform is transforming the financial planning landscape by utilizing a 'total wealth' approach to lifecycle planning and investing. Coyle explains how Libretto enables advisors to move beyond traditional tools like risk questionnaires and Monte Carlo simulations by offering a u...

In this Swift Chat conversation, Marie Swift welcomes Leigh White, CEPA® Founder and CTO of Myriad Advisor Solutions , which provides comprehensive business consulting and operational support services to financial advisors and entrepreneurs, for a candid conversation about the realities of succession planning for business owners and financial advisors. ​ White shares her personal journey, marked b...

If there's one thing that rings true year after year, it's this: the T3 Technology Tools for Today Conference is the destination for discovering what's shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening podcast series, recorded live at the bustling T3 Po...

In this Swift Chat episode,  Marie Swift speaks with Kevin Knull, CFP® , President of TaxStatus , a cutting-edge IRS account monitoring and tax data platform designed for financial professionals and the clients they serve, about how this innovative fintech solution is helping financial advisors enhance client services through seamless integration with IRS data. Knull shares how TaxStatus enables c...

In this Swift Chat conversation, Marie Swift speaks with John O'Connell , founder of The Oasis Group , a leading consultancy for the wealth management industry. Their leadership position includes identifying, reviewing, and discussing new technologies and capabilities for the wealth management industry. The Oasis Group offers award-winning consulting services, industry-leading research, and compel...

In this Swift Chat conversation, Jonny Swift speaks with Alex Khassa , founder of Clients Blackbox , a marketing partner to some of the fastest-growing financial advisory and retirement planning firms in the USA, about transforming financial advisor marketing through precision-engineered video ads. Khassa explains his approach to helping advisors capture more clients by creating highly targeted, s...

In this Swift Chat conversation, Marie Swift speaks with Meir Statman , Professor of Finance at the Leavey School of Business at Santa Clara University , to discuss the field of behavioral finance. Renowned for his research, Meir Statman has recently authored a new book called "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance," which offers profound insights into the psychological...

In this Swift Chat conversation, Marie Swift speaks with Derrick Kinney , Best-Selling Book Author, Keynote Speaker, and Host of the Good Money podcast, to unpack the secrets behind his success and the strategies that have helped countless individuals achieve financial freedom. He also shares advice for financial advisors who might be looking to emulate his success in building a multi-million doll...