Swift Chats in the Financial Services Industry

In this Swift Chat conversation, Marie Swift speaks with Jane Wollman Rusoff , Contributing Editor with ThinkAdvisor and a two-time AZBEE award winner from the American Society of Business Publication Editors. Jane's career journey is as diverse as it is fascinating. From delving into consumer electronics during the tech revolution to interviewing some of the biggest names in entertainment, Jane's...

​In this Swift Chat conversation, Marie Swift speaks with  Steve Atkinson , Speaker, Leadership Coach, and Growth Expert with  Admired Leadership . The conversation delves into the realm of leadership and its practical applications in the financial advisory world. Steve shares insights and anecdotes that shed light on what it means to be an effective leader. He emphasizes the idea that leadership...

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial , at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot and happening at #T32024. From intriguing presenta...

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial , at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot and happening at #T32024. From intriguing presenta...

In this special episode of "Hot and Happening at T3 2024", recorded live at the 2024 T3 Technology Tools for Today conference , Marie Swift leads an insightful conversation with Gary Carrai, CFA , Executive Vice President of Advisor Business Strategy at LPL Financial , the nation's largest independent broker-dealer serving independent financial advisors and financial institutions - providing techn...

In this Swift Chat, Marie Swifts speaks with  Tony D'Amico , Founder and Managing Partner of  Fidato Wealth , an award-winning SEC Registered Investment Advisor (RIA) based in Ohio, about the journey of building an admirable firm that stands out as the RIA of choice for both clients and talented professionals. ​ From the challenges faced in attracting the right talent to the evolution of the firm'...

In this Swift Chat conversation, Marie Swift speaks with  Luis Rosa ,  Emlen Miles-Mattingly , and  Shawn Tydlaska , three of the four co-founders of the  BLX Internship Program , a premier initiative dedicated to fostering diversity in the financial planning profession, specifically for aspiring Black and Latinx financial planners. The trio expresses a genuine desire to make the financial plannin...

In this Swift Chat, host Marie Swift speaks with Siddhartha Oza and Rohit Agarwal , the co-Founders and co-CEOs behind Sora Finance , whose mission is to optimize debt costs for everyone by empowering advisors in actively managing clients' liabilities. The Sora platform, driven by an AI component, addresses the historical oversight of managing debt, providing advisors with the right data and tools...

​In this Swift Chat, Marie Swift  sits down with Sam X Renick , the visionary behind  Sammy Rabbit's Money School , a financial literacy program for children ages 2-10 years old.   Listen to discover the inspiration behind Sammy Rabbit's Money School, a groundbreaking initiative dedicated to instilling essential money habits in children. Sam shares some secrets to making financial literacy engagin...

In this unique Swift Chat, recorded live in the  Social/Digital Hub  at the 2023  Morningstar Investment Conference (MICUS) in Chicago, honorary "Hubster" Shawna Ohm  of  Content 151 flips the script as she interviews Marie Swift and Jonny Swift of Impact Communications.  The trio shares some of their marketing and PR insights in relation to some of the hot topic items at MICUS 2023 like AI. They...

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Daniel Satchkov , Co-Founder and President of RiXtrema , a pioneer in developing innovative tools for financial advisors using machine learning (AI) and data science. Daniel dives into RiXtrema's two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. 401kAI is a tool for advisors to use as they court and s...

​In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with  Michael Lecours , CFP®, Co-Founder of  fpPathfinder , a company that helps financial advisors become more efficient, innovative and systematized by quickly solving planning problems and questions from clients using fpPathfinder's checklists and flowcharts.   Michael shares the journey that led him to develop this unique c...

In this special episode of Swift Chats, taped live at the #MICUS Podcast Stage, Hosts Jonny Swift and Marie Swift recap highlights and insights from the 2023 Morningstar Investment Conference with Mary Beth Franklin , Contributing Columnist at InvestmentNews and Laura Carstensen , Director of the Stanford Center on Longevity . The group discusses the challenges and opportunities for financial advi...

This special Swift Chat comes to you live from the Social/Digital Hub at the 2023 Morningstar Investment Conference in Chicago - April 25-27. Hosts Marie Swift and Jonny Swift, along with Honorary Hubsters Shawna Ohm of Content 151 and Victor Gaxiola of TechGirl Financial , speak with some big names about why they love coming to the Morningstar Investment Conference, highlights from various presen...

In this special Swift Chats, we're live at the 2023  T3 - Technology Tools for Today  Advisor Conference in Tampa, which took place March 13-16. Host Marie Swift talks with an array of guests in the T3 Podcast Station powered by  Myriad Advisor Solutions  about their big takeaways from #T32023, as well as why they love the T3 community and keep coming back to the T3 conference year after year. A f...

In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, co-hosts Marie Swift and Jonny Swift speak to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. From intriguing presentations on the main stage to all the fintech on display in the exhib...

In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2023 AICPA & CIMA Personal Financial Planning Summit held at Dimensional Fund Advisors Headquarters in Austin, TX January 30 - February 1. Guests share some of their biggest takeaways from the various sessions as well as why they love attending the summit every year.  Marie also speaks with Lyle Benson, P...

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Bridget Grimes, CFP® and  Katie Burke, CFP® , Co-Founders of  Equita Financial Network , an entity that empowers independent, women-led financial planning firms to provide outstanding service to their clients, achieve business success, and leverage a network that allows them to do their life's work without sacrificing what...

In this Swift Chat, Marie Swift of Impact Communications Inc. speaks with George Kinder of the Kinder Institute of Life Planning . The two discuss mindfulness skills to help yourself live the life you want to live and what the Registered Life Planner designation means. Learn more about George and his work at www. KinderInstitute.com  

In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Joel Bruckenstein , President of Technology Tools for Today, about what to expect at the T3 2023 conference March 13-16 in Tampa.  Joel shares some of the featured speakers appearing at this year's conference, some of the topics and trends that will be discussed, as well as what to expect at this year's exhibit...

In this special Swift Chat episode, Marie Swift interviews a range of guests from the 2022 MarketCounsel Summit held at the Four Seasons Las Vegas December 5-8, 2022. While the audio clips have been stitched together to create one full podcast episode, the video interviews are available as single clips on a Vimeo Showcase. Links to the video clips are below. Guests in Order of Appearance: Joel Bru...

In this Swift Chat conversation, Marie Swift speaks with James Lange of Lange Financial Group, LLC about how to cut through the noise of an endless stream of marketing campaigns. Companies like yours may think they're playing baseball, but customers and clients are actually playing dodgeball. The two discuss how Lange's own experiences inspired him to move into the niche of fincnail advice for par...

In this In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Kellan Brown , Vice President of Business Development Strategic Partnerships in the Retirement Strategies Division at FAR, Finance of America Reverse , and Jean Heath, CIMA® , head of Asset Manager Network at Envestnet .  The trio discuss the importance of structured mentorship programs, how their respective compani...

In this Swift Chat compilation episode from the FPA Kansas City Symposium from August 2022 and the FPA Kansas City chapter meeting in September 2022, host Marie Swift , CEO of Impact Communications, interviews a range of guests about their experiences at the events including: -  Micha Baxley,  Vice President of Business Development of  Allianz Life Insurance Company of North America -  Mike Flinn...

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Alyssa Phillips , Chief Operating Officer at HCR Wealth Advisors , a RIA firm with fiduciary values based in Los Angeles.  The two discuss how HCR uses technology and people to build an empowered and collaborative workplace culture. They also share highlights from the recent WealthManagement.com " Wealthies " awards where A...