Swift Chats in the Financial Services Industry

In this Swift Chat conversation, recorded live while at the T3 Conference in May 2022, Marie Swift of Impact Communications speaks with Rich Cancro , Founder and CEO of AdvisorEngine . The two discuss what makes the T3 Conference so unique as well as Cancro's T3 presentation on questions that an advisor should be thinking about for the future of their business and how to deliver a service to clien...

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Blain Wease, President of Provincial Development Group, LLC about what makes Provincial different in their approach to helping wealth management firms implement solutions. Working with RIAs and Broker Dealers, Blain shares how Provincial's comprehensive system improves the health of the firm. They discuss leadership, key me...

In this second episode of the new FAR Sight Advisor series brought to you by  Finance of America Reverse  (FAR) and their Retirement Strategies Division, Marie Swift interviews a variety of guests live at the  InvestmentNews Women Adviser Summit  held this summer in Denver. Marie and the guests discussed Imposter Syndrome and if they had been misidentified in their careers due to some sort of age...

In this Swift Chat, Marie Swift speaks with Craig Iskowitz , Founder and CEO of Ezra Group , a boutique strategy consulting and research firm. The two discuss the new Ezra Group WealthTech Integration Score, a unique score for FinTech vendors to help wealth management firms build seamless integrated tech stacks. Craig dives into how the score is determined and what that means for FinTech vendors a...

In this Swift Chat episode, Marie Swift speaks with Mitch Martin , founder and CEO of Stonebridge Wealth Management , about his work specializing in financial planning for clients in the arts, entertainmentm and sports industries. The two discuss his passion to give people who have acquired wealth suddenly a person they can trust to give sound advice, his focus on achievement-based planning, and a...

In this special edition Swift Chat from the Investments & Wealth Institute's ACE Academy 2022 , Marie Swift interviews a range of guests from the IWI Digital Hive including:  Jeffrey Levine, Chief Planning Officer of Buckingham Strategic Wealth Partners Stephen J. Resch, Vice President of Retirement Strategies of Finance of America Reverse LLC  Dan Wanous, MBA, Business Development Officer of Thri...

In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference , Jonny Swift interviews a range of guests live from the Social / Digital Hub. The episode features: - Shawna Ohm , Founder of Content 151 - Katryna Deligiannis , Senior Social Media Manager at Morningstar - Aleksandr Spencer , CFA, Chief Investment Officer at Bogart Wealth - Tom Lydon , Vice Chairma...

In this first episode of the new Swift Chat / FAR Sight Advisor series from Finance America Reverse (FAR) and their Retirement Strategies Division: A select group of financial planning practitioners and financial services professionals participated in a live roundtable setting to talk about the most pressing challenges and concerns as well as the most important opportunities facing advisors today...

In this Swift Chat video conversation, Marie Swift speaks with Reese Harper CFP, CEO of the Elements Financial Planning System about his innovative software system and how it can support financial advisors throughout their practice from client acquisition to portfolio management to client engagement. The two discuss how Harper built both Dentist Advisors and Elements, the importance of taking user...

In this special edition of Swift Chats recorded live at the 2022 T3 Technology Tools for Today Conference , Marie Swift and Jonny Swift interview a range of guests from their booth in Podcast Alley at the event. The episode features: ​- Joel Bruckenstein , President of Technology Tools for Today - John Mackowiak , Chief Business Development Officer at Advyzon - Nitin Seth , CEO at Incedo, Inc. - D...

In this Swift Chat Conversation, Marie Swift speaks with Carl Richards of the Society of Advice and author of 'The Behavior Gap' a the the Jolt! Conference about the vulnerability underlying advisors' marketing questions and helping clients navigate change beyond the financial plan.

In this Swift Chat -- recorded live at the T3 Technology Tools for Today conference in Texas on May 3, 2022 -- Marie Swift of Impact Communications, Inc. speaks with Nitin Seth, CEO of Incedo, Inc., a digital transformation company. Nitin talks about the seven building blocks of successful digital transformation and winning in the digital age. Learn more about Nitin and his book,  Winning in the D...

In this Swift Chat, Marie Swift speaks with Bill Cates , President of Referral Coach International and founder of the Cates Academy for Relationship Marketing about his new book Beyond Referrals , which gives advisors the tools they need to transform introductions into new clients. The two discuss converting referrals into engaged introductions, why people make referrals, how to form business frie...

In this Swift Chat, Marie Swift of Impact Communications speaks with John Mackowiak , Chief Business Development Officer, and Dirk Pearson , Chief Product Officer at Advyzon , a comprehensive technology platform and portfolio management solution for financial advisors and investment managers that includes portfolio management, customizable performance reporting, trading and rebalancing, client web...

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Travis Parry , a speaker, coach and author who has a Masters degree in Psychology and a Doctorate in Family and Human Development. Travis focuses on helping people achieve balance in their life. The two discuss what led Travis into this field and how he helps advisors reach their personal and professional goals. Learn more...

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Jake Wagner , Founder of Digital Marketing 4FP , which offers creative marketing and fractional CMO services to fiduciary advisors and larger organizations that support independent advisors. The two talk about, what else, marketing and how smart advisors are adjusting their business growth sails in 2022.  To learn more abou...

In this Swift Chat Marie Swift of Impact Communications, Inc. speaks with Brad Swineheart , SVP of Business Development at White Glove , a marketing company that helps advisors succeed via educational workshops, marketing content, and social media. The two discuss White Glove's unique approach to lead generation. ​Brad dives into how White Glove matches advisors with pre-determined workshop topics...

In this Swift Chat, Marie Swift speaks with Alex Cavalieri , Co-Founder of Seven Group , a "hybrid marketing platform" that gives financial advisors insights and tools they need to market their brand more effectively, create deeper client relationships, and reach new audiences. The two talk about the importance of having a niche, finding and marketing to ideal clients, and how Seven Group's hybrid...

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Phil Walker , who is with the Retirement Strategies Division at Finance of America - Reverse . The two talk about how financial advisors can reduce portfolio risk for their clients who need consistent income streams during retirement - especially during down markets - by tapping alternative sources of income (in this case,...

In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Haleh Moddasser of Stearns Financial Group . The two talk about Haleh's new podcast "Women On Top with Haleh Moddasser," Haleh's two books (one on gray divorce and one on ESG investing), and how Haleh sees the role of women in creating social change through the power of the purse and their investment decisions....

Listen to a compilation episode recorded live at the #OpenMic podcast station in the Social/Digital Hub at the Morningstar Investment Conference , September 22-24, 2021 at the McCormick Center in Chicago. Marie and Jonny sat down with a handful of conference attendees to discuss the various ways they overcame the challenges caused by the pandemic, including insights into digital communications. Ma...

In this Swift Chat interview, Jonny Swift of Impact Communications speaks with Angel Gonzalez , Chief Marketing Officer and Co-Founder of Snappy Kraken , a marketing automation and growth platform for financial services professionals. Learn about what's working for advisors today when it comes to digital marketing and what trends we're seeing on the horizon for advisors who want to stand out. In a...

Marie Swift of Impact Communications, Inc. (Impact), speaks with Chris Manker of NEXA Insights, LLC (Nexa). How can financial advisors and their firms use client feedback to empower their people, inform their marketing strategy, improve client communications, solidify client relationships, uncover potential referrals and business growth opportunities while also identifying "clients at risk"? What...

Marie Swift of Impact Communications, Inc. (Impact), speaks with Claire Akin of Indigo Marketing Agency (Indigo). While Impact and Indigo both offer content creation and social media / digital marketing solutions for independent financial advisors, the firms have different strengths and philosophies -- in fact, Impact and Indigo may even cross-refer depending on their initial assessment with the a...

Marie Swift of Impact Communications, Inc., speaks with Ariel Acuna, creator of The Aqueduct Strategy. This top-performing investment strategy is available to RIAs on the Fidelity Separate Account Network. ​ Ariel, who has worked with his own clientele as a financial advisor for nearly 30 years, created The Aqueduct Strategy -- which has, according to the Informa Zephyr data available via the Fide...