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Rave Reviews
"Thank you for your participation and support of NAPFA during our 2010 National Conference. Without your efforts NAPFA would not be the dynamic organization that it is today. As we plan additional events, we hope we can call on you should we have opportunities that would be of mutual interest. Again, our thanks for making this a successful conference!"
~ The Education Advisory Team, Ellen Turf and the NAPFA Board of Directors
The National Association of Financial Advisors
www.NAPFA.org
"Thank you so much for participating in the FPA Illinois Financial Forum. You gave a wonderful talk on Web 2.0 and Social Media. Thanks, too, for hosting a table topic session during the lunch hour. It was such a pleasure working with you. It is no wonder you are such a success - you are so smart and easy to work with! Best regards and thanks again."
"On behalf of the almost 600 financial professionals at the 37th Annual FPA Nor Cal Conference, please accept this LARGE thank you for your participation!
This year’s conference was a resounding success with positive workshop session feedback. We attribute this success to you. We have always believed that attracting the very best speakers in our profession will create the very best conference in the country. You have helped to reinforce this belief.
From the entire 2009 Conference Committee, Program Committee, and your Speaker Liaison, thank you for your support. It’s what makes this profession great…incredibly talented and knowledgeable speakers willing to share expertise with others in the financial planning community.
Once again, thank you for the deeply-appreciated contribution of your professional time and talent."
Sincerely,
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Sabrina F. Lowell, CFP®
Program Co-Chair |
Annette E. Brinton, CPA, CFP®
Program Co-Chair |
Tracy Lasecke, CFP®
2009 Conference Chair |
Speaker Evaluation for FPA NorCal 2009
On a scale of to 5, with 5 being the highest, the audience gave Marie Swift a 4.89 rating for "effectiveness of speaker" and a 4.72 rating for "presentation skills."
FPA NorCal audiences are known to be some of the most sophisticated planners and toughest critics in the industry.
From the evaluation forms:
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"Marie is a fantastic presenter" -
"Timely, effective tools to use PR in my practice" -
"Good websites and resources" -
"Open to audience participation. The time flew by" -
Great examples. Put PR in context with practical tips and advice" -
Great encouragement and audience participation" -
More time would have been much appreciated. Have Marie do a half-day workshop with an extra fee next year"
Marie,
I thoroughly enjoyed your presentation at NorCal. You were entertaining at the same time you provided valuable information. Who could ask for anything more? I could have listened for another hour.
My background is editorial as a reporter for the San Jose Mercury News. Good PR is just as important for the other side of the desk - it's a win/win situation. I understand the value of what your company provides.
Terrific to hear you, meet you and learn from you.
Helga Hayse
Author: Don't Worry About a Thing, Dear: Why Women Need Financial Intimacy
"I can't thank you enough for taking the time to join us this morning as the featured expert on our monthly Author Marketing Call. I really appreciate the way in which you shared your expertise and knowledge. The conversation and information was outstanding. We had some very interesting participants on the call this morning, and I'm sure the call exceeded their expectations. Thank you for being a feather in our cap! Let's have you back on a future Author Marketing Call -- You are simply awesome."
- Peter W. Johnson, Jr.
CEO, AdvisorPress
www.AdvisorPress.com
"Thank you for joining us at Lockwood University 2008. In particular, our advisors appreciated your insights into how they can jumpstart their media outreach and public relations efforts, as well as become more effective communicators to the benefit of their investor clients. We sincerely appreciate you joining us and being an integral part of another successful Lockwood University. We couldn't have done it without you!"
- Jim Seuffert
Chief Executive Officer
Pershing Managed Account Solutions
www.Pershing.com
"Thank you very much for your great presentation on 'Low Cost Marketing Ideas' for the Northern Capital Area chapter of the FPA. You were VERY well received!! Here are some comments I pulled from the attendee evaluation forms:
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Terrific Informational Presentation -
Very practical -
Wasn't enough time for her to complete her talk -
I would like her called back again to talk -
A lot of information -
Good info -
Great marketing ideas and links
Thank you again for helping make our program such a great success!"
- Brian J. Bogart, CFP®
Director, FPANCA Career Development Committee
www.fpanca.org
"If you are looking for a good PR firm to get your firm noticed within the industry, Marie Swift's firm is excellent. They work primarily with advisors and a handful of service institutions, helping them get recognized. She has an excellent understanding of the advisory market and is very talented."
- Joel P. Bruckenstein, CFP®
Publisher, Virtual Office News
www.VirtualOfficeNews.com
“Marie has been invaluable to me both as a columnist covering marketing for the financial planning industry and as a source of contacts. She is a well respected public relations person in her field and as such has helped me out with contacts for several stories. She is also a good writer who meets her deadlines and is flexible and gracious about making changes to her copy.”
- Pamela Black, Group Managing Editor
Sourcemedia, Inc.
www.financial-planning.com
“I have had the pleasure of working with Marie on a variety of projects, including articles (by her and by her clients), conferences, and general brainstorms. She is expert in the best way--both generous with her very deep knowledge and open to revisiting assumptions. Every encounter with her is fruitful.”
- Marion Asnes, Editor in Chief
Financial Planning magazine
www.financial-planning.com
“Marie has been an integral part of the success of the Garrett Planning Network. She understands our business and is considered one of the most important members of our team.”
- Eva Brodzik, Business Development
www.garrettplanningnetwork.com
“Marie takes public relations and does something that gets lost today... She adds heart. She is the professional, intelligent and driven. Who ever gets the pleasure of working with her should consider themselves lucky. I wholeheartedly recommend her.”
- Nicole Rosandich, Principal
www.jcomerconsulting.com
"Of the dozens of public relations people I deal with, Marie has the best understanding of the financial services industry and the challenges faced by financial advisors. In working with her clients to increase their visibility in a crowded financial planning marketplace, she stresses the importance of serving as a reliable source for the press. As a result of her coaching, Marie’s clients always deliver intelligent, thoughtful, and relevant insights. Whether I’m writing a personal finance story for a retail publication or a highly technical piece for a professional journal, I know it’s worth my time to contact Marie first for a list of sources. As a bonus, she’s also one of the nicest people I deal with. "
- Nancy Opiela
Professional Journalist
"Marie truly shines in the PR/Communications world. She's professional, energetic, sincere and a go-getter, but above all else, she's a nice person!"
- Beau Ballinger, Public Relations Manager
Financial Planning Association
www.fpanet.org
"When it comes to providing top-quality media relations for financial professionals, Marie Swift is in one word - AWESOME! I am so impressed with her high level of professionalism, her outstanding communication and her drive to make all her clients very successful. If you want to achieve a big breakthrough in promoting your business, the first call I would make is to Marie Swift."
- Derrick Kinney
Author of the #1 Amazon bestseller, Master the Media to Attract Your Ideal Clients: A Personal Marketing System for Financial Professionals
Learn more at: www.moreaffluentclients.com
“Marie Swift is a classy professional whose quality work is evident. Her clients are quoted in the Wall Street Journal, and other top publications. Marie has great instincts in knowing what writers want, and puts her clients in the perfect position to deliver.”
- Nicole Coulter
Senior Editor, Horsesmouth
“Marie is a whiz when it comes to building relationships – and she’s a great matchmaker. Clients always seem to enjoy working with her and if anyone knows how the media think, it's Marie Swift. The proof is in the stellar relationships she has with media as well as the placements she gets for clients. The PR Mastermind program is a success largely because Marie knows how to get the right people doing the right things. The fact that she works with authors such as Sheryl Garrett, Norman Boone, George Kinder and Lee Eisenberg says volumes.”
- Al Martin
President, What Works Communications
Previously a Senior Publicist at Dearborn / Kaplan Publishing
“Marie makes things happen and gets things done. Although Marie primarily works with financial planners, she has been instrumental in booking me as a speaker on many occasions through her formidable network and unique way of making things happen. I have met many of Marie's clients and they all hold her as a premier, award winning marketer for financial planners.” November 17, 2005
- Tom Werder
Motivational Speaker / Management Consultant
Creator of The Bull’s Eye Principle™
“In financial planning circles, Marie is highly respected for her public relations and communications skills. A number of folks in the industry who I know and respect have made use of her services, and all have been very satisfied.”
- Joel Bruckenstein, CFP®
Technology Editor, Morningstar Advisor
Columnist, Financial Advisor magazine
Publisher, Virtual Office News
“Marie is a knowledgeable and well-connected professional. She knows her business and cares for her clients. Marie and her team can help you build your brand.”
- Mitch Vigeveno
President, Turning Point Executive Recruiter
Matchmaking services for advisors and broker/dealers
“Marie is one of the hardest working women in P.R. She works for high-profile financial advisors and their firms -- and they get that way because she's involved in helping them build their businesses.”
- David Drucker, CFP®
Industry Speaker, Author and Celebrity
Publisher, Practice Lifecycle
Editor, Virtual Office News
“Marie has consistently demonstrated skill and insight in working with clients as a Public Relations and Communications expert. I have learned to trust her recommendations and I urge others to call her for consultation and assistance.”
- Dale Van Scoyk
Industry Speaker and Consultant
Previously an Executive with Thornburg Investment Management
2003-2005 FPA National Board Member
“Most folks say they are the best at what they do and that's the way it should be. I'm here to tell you, however, that Marie is the BEST PERSON at what she does. I learned to associate only with those people who make you better at what you do and who you are. Marie is that person! Though I doubt you'd find a better PR firm I KNOW you won't find a better person.”
- "D" Shannon
Co-author with David Drucker of: The One Thing … You Need to Do
“Work with Marie Swift and you will not want to work with any other marketing professional. Marie and her team will make your business look good, encourage you to shine and positively make you and your business stand out from the crowd. Marketing is much more fun and easier when working with Impact Communications. Put your trust in what she says to do and good things will happen.”
- Mary Lacey Gibson, CFP®
Author, Speaker, Business Coach
“Marie glows in the dark, a consumate professional with great instincts and wonderful energy for everything she does. I'd recommend her to anyone.”
- Kevin Condon, CFP®
EVP Advisor Services, Myfinancialadvice, Inc.
“Marie is the master communicator I recommend to all my colleagues in the financial advising industry. Her advice and suggestions have made me thousands, and saved me even more.”
- Jim Ludwick, CFP®
President, MainStreet Financial Planning
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