Spotlight on Industry Innovators
Financial Advisor magazine – December 2, 2011
Following the Tiburon CEO Summit XXI in San Francisco in October 2011, seven financial services executives presented their views in a round table discussion. The 60-minute conversation was a spirited debate. In this excerpt, the participants talk about technology and the client of the future. The entire transcript along with a photo essay and seven corresponding video interviews are available on FA in the video library. Executive Roundtable
Financial Advisor magazine – December 1, 2011
What will the advisor of the future need to survive and thrive in the future? Marketing communications expert, Marie Swift, introduces a new Thought Leader series featuring Bob Veres, Eric Cott, Michael Kim, John Brackett, Michael Kay, Stephanie Bogan, Cameron Thornton and David Hubbard. Watch the 8 part series here: Advisor of the Future: the Road Ahead.
Financial-Planning.com, Blog: The Marketing Maven – June 20, 2011
According to Marie Swift in her Marketing Maven blog, the only topic hotter than how to use social media is how women advisors are bringing their perspective to the financial industry. In Live From the Women Advisors Forum in Chicago Marie previewed some of the things she’d be talking about during the conference session on Social Media and invited people to follow her on Twitter that day to watch the conference unfold via a series of live tweets..
RIABiz – May 26, 2011
Marie Swift observed (and Tweeted) about the entertaining events and opportunities that were available at the NAPFA conference in Salt Lake City. See what was Seen, heard – and tweeted – at the NAPFA conference.
RIABiz – May 26, 2011
NAPFA’s day-long pre-conference Women’s Initiative was a great place to learn from some of the most influential women in the industry and Marie Swift was there Eavesdropping on the NAPFA’s pre-conference Women’s Initiative.
RIABiz – May 25, 2011
Guest columnist Brent Burns reported on the NAPFA conference for RIABiz. Among his favorites were Marie Swift’s well-attended session on building online presence and using social media. Read more in his article, NAPFA conference hits hopeful note as members look to the future.
Financial Planning Slideshow Gallery – May 2011
Marie Swift was captured by the cameras at the FPA Business Solutions Conference 2011 after her presentation on the “Best Practices When Using Social Media.”
RIAbiz – April 27, 2011
Marie Swift guest blogged for RIAbiz, “Eavesdropping on the Tiburon CEO Summit.” She gives an excellent rundown on the topics that were discussed. Impact Communications handled the onsite logistics and media relations for this important conference. Here are her observations of the Tiburon CEO Summit.
For the latest on Industry Innovators, visit www.MarieSwift.com.
Forbes Advisor Magazine – April 11, 2011
Marie Swift comments on the pros and cons of advisors launching their own show either on the radio or television. Read Edelman Show to Reach 20 Million.
RIAbiz Central (page 6) – April 1, 2011
Every year, in conjunction with the FPA National Conference, Marie Swift invites select industry thought leaders to participate in a roundtable discussion. The topic varies from year to year, based on perceptions of what’s important for RIAs and other independent financial advisors to hear and think about. This year’s topic was Rebuilding Trust. Find out what they had to say in the article Rebuilding Trust.
Financial-Planning.com Thought Leader Blog – March 6, 2011
In "Using the Web to Land More Clients," Marie Swift provides great details from Sam Richter's presentation at FPA Business Solutions 2011 in Boston, March 2-4. Richter is the author of "Take the Cold Out of Cold Calling: Web Search Secrets" (www.samrichter.com) and a SVP with Actifi (www.actifi.com), a leading software and solutions provider in the financial services industry. "One of the most useful presentations I've seen in many years," Swift said. Read her report now.
RIABiz—December 14, 2010
Sourcemedia’s Indpendent Advisor’s Group recently hosted its Women’s Advisors Forum. Among the approximately 120 attendees (including some interested men) was Impact Communication’s Marie Swift. Marie was invited to guest blog at RIABiz on the events of the day. Marie focused on the “Ah-ha” moments when the women attendees realized what they really wanted to focus on. Denise Villanueva, managing director of American Financial Network spoke about her company’s commitment to teamwork when working in their niche of middle-market corporate America. Read more from Denise, Marie and the other attendees at Eavesdropping on the Women Advisors Forum: Rainmakers share their secrets. Hint: They revolve around finding a niche.
Advisor One – December 8, 2010
Marie Swift of Impact Communications interviewed independent advisors about what advisors need to know when making the transition from a wirehouse to independent practice. They identified seven key points to consider before making the change. John Brackett of BAR Financial urged advisors to carefully think about their motivations in moving.
Financial Planning – December 1, 2010
Brett Ellen and his company American Financial Network (AFN), an Impact Communications client, is working hard for his clients, middle-market American businesses and their employees, but that’s not all there is to Brett and AFN. Read more about Brett’s philosophy in this article: The Collaborator.
Advisor TV – December 2010
Marie Swift’s Social Media Boot Camp for the FPA was a great success with its hands on approach that had advisors up and online by the end of the camp.Hear Marie and several attendees discuss social media in this video from Advisor TV.
Transitions Magazine – September 2009
Marie Swift writes about the importance of differentiating yourself from other advisors in her article, Stand Out with Purposeful Planning. Marie interviews 30-year industry veteran, Barbara Culver and creator of the Purposeful Planning System to learn how she successfully carved a niche for herself, working with high net worth individuals and families. Read more to learn how she differentiates herself by working with clients to ensure that the wealth creator’s legacy will survive for subsequent generations.
Horsesmouth, June 3 – 2009
In Going Independent: The Benefits of Joining an Established Branch, Marie Swift offers advice on things advisors should consider before making the jump. If you are trying to figure out whether it's time to strike out on your own, take the linked quiz to see whether the support of an independent branch is the right next step for your business. Industry veterans Don Patrick, Bill Glubiak, Clyde Wyatt and Arthur Cooper are profiled.
Research magazine – May 2008
The Future of Planning
An interview with life-planning expert, Carol Anderson, founder of Money Quotient, a 501(c)(3) organization that conducts research and develops “life planning” tools and training for financial advisors. Ms. Anderson has been a participant in a think tank and a long time observer of this new “life planning” trend. In this article, Marie Swift gets her thoughts on where we’ve been and, more importantly, where we are headed.
Morningstar Advisor – April 2008
A New Way to Build Strategic Alliances
Marie Swift interviews Susan Bradley, CFP®, founder of the Sudden Money Institute on the right way to build strategic alliance partnerships.
Research magazine – December 2007
Making It to Retirement
Marie Swift interviews award-winning journalist Gail MarksJarvis who spent a decade as a personnel finance columnist hearing from thousands of distressed readers about their investing errors. In her recent book, Ms. MarksJarvis helps middle class investors avoid making some of these common mistakes.
Financial Planning magazine – March 2007
Heart of the Matter
Sheryl Garrett, Marie Swift, Carol Anderson and Susan Galvan, founders of a think-tank dubbed the Lifework$ Collective, co-authored a special article called "The Client-Centered Advisor."
Quill Awards – August 2006
2006 Quill Book Awards
News Release, 2006 Quill Book Awards
The Number: A Completely Different Way to Think About the Rest of Your Life
Lee Eisenberg’s book, The Number: A Completely Different Way to Think About the Rest of Your Life, has been named one of five finalists in the Best Business Book category for 2006 Quill book awards. The winners will be announced at a ceremony to be held in New York City on October 10th, then broadcasted on NBC on October 28th. Last year’s Business winner was Freakonomics. Lee Eisenberg has been an Impact Communications client since April 2006. Read the news release 2006 Quill Book Awards.
Investment Advisor magazine – August 2005
The Gurus Speak
What's the biggest challenge for independent financial advisors? Is it staying compliant, finding and motivating employees, smartly using technology, or transitioning a practice? While all of those areas befuddle many of you, the single biggest bafflement for most advisors is marketing. Transcending advisors' marketing challenges is too big a job for a single soul, so the Investment Advisor editorial staff interviewed 15 experts for their best tips to help you find the path to marketing nirvana. Read what Marie Swift, president of Impact Communications, Inc. had to say in this excerpt from The Gurus Speak.
Investment Advisor magazine – May 2005
Top 25 Most Influential People in Financial Planning
George Kinder, founder of the Kinder Institute of Life Planning, and Sheryl Garrett, founder of the Garrett Planning Network (both of whom are clients of Impact Communications) were named to this prestigious list. This is Sheryl's third year and George's second year as honorees. Visit his and her websites for details of all media coverage secured.
MorningStarAdvisor.com – January 2005
Sage Advice from Accomplished Peers
As an industry writer and marketing consultant, Marie Swift traveled around the country in 2004 speaking with financial advisors and addressing various industry groups. In this article, she summarizes personal conversations she had with dozens of accomplished advisors. In this month’s article, she shares some of their thoughts, what they say about the techniques that have made them successful, and what they would do “if they could do it all over again.”
Financial Planning magazine – January 2005
Movers and Shakers
George Kinder, founder of the Kinder Institute of Life Planning and an Impact Communications client, was named a Mover and Shaker 2005. Visit the Kinder Institute website for details of all media coverage secured in 2004.
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