RIABiz | April 2024
Alleged sexual assault and corresponding lawsuits can be damaging for any company — and it's particularly tragic in the financial services industry, a space that is trying to evolve from being male-dominated. “I am always sad when any type of misconduct is alleged -- especially when the possible misconduct may have occurred at a high-profile conference,” said Impact Communications’ CEO Marie Swift. Swift has been a champion for women and underdogs in general for her entire career. Having risen through the ranks as a female executive within a top producer group in her early years to now leading a highly-successful PR and marketing company that exclusively serves independent advisors and allied companies, and being dubbed a thought leader and senior stateswoman in financial planning and investment advisory circles, she has seen many transgressions and missteps over the years and always taken an stand to do what is right. “It is disheartening for women in the wealth management world, especially for those who may be thinking of entering the profession or joining in an advisory support role.” Swift adds: “If you are at an industry conference and need a friend, come find me and my team.” Read more about the thorny issues related to a lawsuit filed against Carson Group via RIABiz. |
Yahoo! Finance | March 2024
Impact Communications is pleased to announce that we are working with best-selling book author and financial advisor coach Derrick Kinney. Kicking off 2024 with a new coaching program for financial advisors with both private sessions and full-day workshops for teams, Kinney helps financial advisory firms break through AUM ceilings, stand out from the competition, and better leverage sponsorship and marketing opportunities. Advisors can learn how to stand out in every social setting and be more confident communicators to better serve their clients. Firms looking to conduct mergers and acquisitions are utilizing Kinney’s program to stand out as the "Advisor of Choice" when it comes time to compete for the best in the industry. Read the full announcement: Impact Communications Signs Derrick Kinney here. |
goRIA Fueled by InvestmentNews | March 2024
Thinking about going independent? Start your journey right by creating the perfect narrative! In this video bonus episode, podcast host Chuck Failla talks with PR & Marketing Pro, Marie Swift, who will show you how. Watch this video bonus episode on: Branding and Marketing Success for RIAs. |
goRIA Fueled by InvestmentNews | March 2024
Podcast host Chuck Failla talks with PR and Marketing pro, Marie Swift (Founder & CEO of Impact Communications) about all things related to crafting your Breakaway narrative. Swift has extensive experience helping breakaway advisors and she shared a ton of actionable information about PR, marketing and much, much more! Listen to the full episode: Creating the perfect narrative for your Breakaway announcement. |
Wealth Solutions Report | March 2024
Discussions about the potential of AI – both good and bad – have been a focal point in many financial services circles. Today, we are still in the early stages of understanding best practices; still, many companies, including Impact Communications, are utilizing AI to streamline content creation and the wealth management service process. Check out these comments from Impact Communications founder and CEO Marie Swift in this Marcom Roundtable published by Wealth Solutions Report. Read the article: How AI Will Change Marcoms. |
Financial Planning | March 2024
Don’t let AI — or any other digital shortcut — give you an excuse to cop out of essential marketing efforts. Marie Swift of Impact Communications says she’s seen too many financial advisors hide behind omni-channel digital campaigns and Zoom calls as if the pandemic never ended. Divorced from in-person interactions, digital marketing blasts run the risk of undermining the trust and familiarity that are key to winning new clients and deepening existing relationships. Check out Swift’s marketing tips for advisors who recognize the importance of the personal touch. Read the article: Voices You don't need AI to win clients: 5 personal-touch marketing tips. |
Forbes Agency Council | March 2024
To stay competitive in their respective industries, all businesses must equip their organizations to thrive no matter what the future of work may bring. In this article, Marie Swift shares a piece of her leadership expertise alongside 18 other Forbes Agency Council members. Learn how Swift maintains and grows her team of dedicated, discerning, and driven individuals who reflect her company's culture. Read the article: 19 Important Tips For Leaders Building Agency Workforces Of The Future. |
Indigo Marketing Agency | February 2024
Indigo Marketing Agency made a list of the top 35 top influencers to watch in 2024, listing Jonny Swift, Vice President of Impact Communications as a top influencer for financial advisors to follow this year - especially for those needing help with PR, credibility marketing, and online presence. See the list: Top 35 Influencers For Financial Advisors In 2024. |
Citybiz | January 2024
Impact Communications Founder and CEO Marie Swift speaks with Patric Glassell, Head of Sales at Kwanti, in this Citybiz video interview. They discuss Glassell's experiences at Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more. Read the article: Marie Swift Interviews Patric Glassell, Head of Sales at Kwanti. |
WealthManagement.com | January 2024
In the rapid and ever-changing world of financial services and fintech, being prepared for both media opportunities and crises is crucial. In this article from WealthManagement.com's 2024 Market Outlook issue, Marie Swift, CEO and Founder of Impact Communications, shares her tips for responding to media inquiries and managing potential crises as an organization in the financial services sector. Read the article: Navigating Media Opportunities and Crisis Control in the Financial Services Sector. |
Citybiz | January 2024
Impact Communications Founder and CEO Marie Swift speaks with Stewart Koesten, the Chairman, Founder, and Senior Wealth Advisor at Aspyre Wealth Partners, in this Citybiz video interview about his passion for serving clients who work or retire abroad. This interview delves into Koesten’s background, the ideals of Aspyre Wealth Partners, and the many factors of considering retiring abroad. Read the article: Marie Swift Interviews Stewart Koesten, Founder and Chairman at Aspyre Wealth Partners. |
NAPFA Nation Podcast | January 2024
In Episode #13 of NAPFA Nation, Matt Iverson-Comelo Executive Director of the 501(c)(3) non-profit organization Advisers Give Back (AGB), and Lisa Niera, CFP®, a fee-only wealth advisor with Corient, talk with podcast host Marie Swift about giving back through pro bono financial planning. Launched in 2020, AGB’s scalable online platform matches pro bono clients with pro bono Certified Financial Planning (CFP®) professionals for ongoing, one-on-one advice that helps clients build wealth and achieve their financial goals. The program was developed with noted behavioral economist Dan Ariely. They discuss pro bono financial planning, and the benefits of giving back professionally. Niera shares experiences that she has had working with pro bono clients through the AGB platform. Impact metrics are provided. Listen to: “Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera - Episode #13 of NAPFA Nation. |
Citybiz | January 2024
Impact Communications has signed on to do PR for and promote award-winning fintech platform Advyzon’s inaugural conference for independent financial advisors. Impact executives Marie Swift and Jonny Swift will also be presenting at the Advyzon conference being held in Phoenix February 20-22, 2024. Impact has also re-signed – for the 18th year of service – with longtime client Joel Bruckenstein, producer of the T3 Technology Tools for Today conference and the informational platform T3TechnologyHub.com. As the official PR and marketing firm for T3, Impact is leading the charge as T3’s big advisor technology conference, happening January 22-25, 2024 in Las Vegas, celebrates it 20th Anniversary. Read the article: Impact Communications Tapped to Speak at and Promote Advyzon’s Inaugural Conference for Financial Advisors. |
Forbes Agency Council | January 2024
As a member of the Forbes Agency Council, Marie Swift has her own member page featuring articles to which she has contributed her expert insights. Find all articles featuring her input on the Marie Swift Forbes Agency Council page. Marie Swift | President and CEO - Impact Communications, Inc. | Forbes Councils View Forbes Councils Profiles page. |