Swift Chats in the Financial Services Industry

In this Swift Chat, Marie Swift of Impact Communications, Inc., speaks with Marwa Zakharia, CEO of AssetBook, and Matt Sonnen, CEO of PFI Advisors. Marwa, Matt and Marie have so many common interests -- and you'll learn all about them and pick up some golden nuggets to help you run a better financial advisory business in this 3-person Swift Chat. Websites: www. AssetBook.com www. PFIAdvisors.com

In this Swift Chat, Marie Swift of Impact Communications, Inc., speaks with Preston D. Cherry , Ph. D., CFP®, of Concurrent Financial Planning, LLC . Dr. Cherry is also Assistant Professor of Finance & Personal Financial Planning in the School of Business at the University of Wisconsin Green Bay. Preston shares his backstory and why he chose to establish Concurrent as an independent, virtual finan...

Sam Brownell , CVA, CFA, Founder of Stratus Wealth Advisors, a financial planning and wealth management firm that specializes in succession planning and helping independent business owners maximize the value of their business, talks with Jonny Swift about how successful business owners have actually survived and thrived throughout the COVID-19 pandemic and how they've had to pivot to meet new chal...

Financial advisor Meredith Moore of Artisan Financial Strategies tells Marie Swift her backstory -- and how she has built a successful financial advisory firm that serves a loyal clientele in Atlanta. Meredith provides an array of tips and insights that any business owner can use to leapfrog the competition. Her story of overcoming adversity -- and not just surviving but thriving -- is inspiring....

Marie Swift speaks with Mark Pearson, Founder, President and Chief Investment Officer of Nepsis, Inc. , a financial services firm driven to provide the power of clarity to the individual investor so that they can accomplish their investment & planning goals. Learn about the Nepsis investment philosophy and how Mark and his team manage money for their clients. To learn more about Mark Pearson and N...

Marie Swift speaks with Veriday 's CCO Chris Lamoureux. The topic: Content and how producing good content builds trust and leads to business growth. Chris and Marie share a formula for getting started if you haven't already jumped on the Content bandwagon. They also discuss how to produce a steady stream of good content that can help financial advisors and financial services brands stand out from...

Marie Swift speaks with author / speaker / thought leader Daniel Crosby, Ph. D. The topic: How to cope with life's many challenges and uncertainties. After discussing the Big Five personality types and ways to better understand ourselves and other people, he offers tips on how advisors can influence clients and create positive outcomes in spite of the pandemic and social unrest made more visible b...

Marie Swift speaks with Tim Wyman and Matt Trujillo, partners, Center for Financial Planning, Inc. They talk about internal succession planning for financial advisors and how the 35-year-old firm creates career paths and partnership opportunities for next generation talent. They also offer "tuck-in" opportunities for advisors with an established book of business who are tired of working on their o...

On November 11, 2020, Coach Joe Lukacs of the Magellan Mastermind & Network joined Marketing Maven Marie Swift to discuss Best Practices for Writing a Business Plan. The conversation gave a sneak peek into some of the topics that will be covered during Joe's December multi-day virtual conference. This podcast provides great value and is provided without cost to friends of Impact Communications. Le...

In this Swift Chat, Marie Swift speaks with author / speaker / thought leader Carl Richards . The topic: Why advisors should think of themselves as a guide in a changing landscape, not a seller of certainty or a defender of an outdated map. Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been fea...

John Enright and Michael Palumbos of Custom Wealth Advisor Network (CWAN) talk with Marie Swift about how John and Mike use a proven process to be more productive, profitable and powerful when it comes to attracting the right kinds of clients. John will have his best year yet in 2020 and Mike is on track to have one of his best years ever. This video reveals their secrets. Learn more at www. CWAne...

Josh Cutler of Bluestem Financial Advisors, LLC talks with Marie Swift on why he is proud to be a member of the Alliance of Comprehensive Planners (ACP) and how he and the ACP annual conference task force planned for and shifted to a virtual event once the pandemic became a reality in 2020. The conference takes place over 3 partial days: Oct 28, 29 and 30, 2020. Marie Swift is speaking on the powe...

Heather Kelly, SVP of Advisory and Strategic Accounts at Allianz Life Insurance Company of North America , speaks with Marie Swift about how advisors and their clients have adjusted to the challenges posed by 2020. Heather also talks about risk mitigation products and how Allianz is stepping up to help independent financial advisors with new and innovative solutions for their clients. Learn more a...

First-time book author Mark Clure , CFP, talks with Marie Swift on why he wrote the book, how he works with clients, what the GUIDE Process and True Wealth Network for financial advisors entails, and much more. Mark is all about helping people find their purpose in life -- and then setting in motion a plan to finance their ideal life. His training program for financial advisors is worth a look, to...

John Bowen of CEG Worldwide talks with Marie Swift about how advisors who have positioned themselves as a pandemic experts are getting an unfair, competitive advantage + how the opportunity to capture additional assets now has never been greater. In addition to watching this video interview, be sure to download the free resources John has offered to the Swift Chats tribe: www. CEGWorldwide.com/fre...

Marie Swift speaks with Francesca McLin of Snappy Kraken on the topic of how communications have changed for financial advisors and their clients due to the coronavirus lock-downs You can learn more about Snappy Kraken at: www. SnappyKraken.com

Victor Gaxiola, co-founder of TechGirl Financial , talks with Marie Swift about how communications have changed for financial advisors and their clients due to the coronavirus lock-downs. You can learn more about TechGirl Financial at: www. TechGirlFinancial.com

Joe Lukacs, Founder of Magellan Mastermind & Network , discusses client communications and marketing financial services in a digital world where so many more people are working from home, seeking good information and advice, and feeling the stress that has come with the COVID-19 lock-downs. Joe talks with Marie Swift about the best ways for advisors to "create their own economies" during these cha...

ACP advisors Hannah Basil Bryant , CFP®, and Chip Simon , CFP®, join Marie Swift and explain how the ACP System™ helps advisors maintain their client base (and their revenue) and why their clients feel safe and secure through market downturns, even during the current worldwide health and financial crisis. Learn more about the Alliance of Comprehensive Life Planners (ACP) here: www. ACPlanners.org

Kevin Lozer and Roger Pine, co-founders of Holistiplan , talk with Marie Swift about their tax planning software and how it helps holistic financial advisors uncover planning opportunities for their clients. Providing insights on tax strategies could be especially helpful for financial planners right now. You can learn more about Holistiplan at: http://www. Holistiplan.com

Financial advisors: Your clients need to hear from you now more than ever. Are you saying the right things? In this podcast episode, Marie Swift of Impact Communications interviews Steve Wershing of The Client Driven Practice to explore the idea of doing Crisis Focus Groups - using a virtual, turnkey service - as a way to understand: - If you are you reaching out too little, too much, or just the...