RIAbiz.com—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.com 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.
FOX Business – December 7, 2010
Impact Communications client Brett Ellen, a strong believer in teaching kids about money from an early age, offers tips that parents can use to educate their kids about the principles of sound money sense: save, spend, invest, donate. Get the tips in How to Teach Your Kids the Importance of Money, Volunteering.
Daily Finance – December 4, 2010
John Brackett of BAR Financial, a client of Impact Communications, discusses the ups and downs of ETF in the past year. To find out more about the ETF’s performance read ETFs in 2010.
The Faster Times – December 2, 2010
Impact Communications client Dave Hubbard says that now is the perfect time to ensure that your Estate Plan is protected. Determine the value of your estate to see if the potential changes in 2011 will affect you and take appropriate actions. Read more tips on how to make sure that you are adequately prepared in How to Get Your Estate Plan Together.
Financial-Planning.com – 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.
RIAbiz.com.com.com.com – October, 2010
Marie Swift blogs for RIAbiz.com.com.com.com on her pre-conference event, ‘Managing and Leveraging Your Social Media Strategy.’ The event featured several notable speakers, including Marie herself, discussing the importance of the new Social Media and Web 2.0 technologies for the modern financial planner. Find out some of the topics at Eavesdropping on the FPA Conference.
Advisor One – October 10, 2010
Marie Swift moderated a lively panel at the FPA annual conference on the impact of the new fiduciary standards on the industry and the individual practice. Read what the experts had to say At FPA Denver, Defining Advisor Value and Rebuilding Trust.
Financial Advisor – November 2010
Financial advisors are testing the waters of social media marketing. Whether or not you're interested or allowed to use social media, now's the time to learn the trends, tools and technology so you can know what your options and opportunities are, says Marie Swift, president and CEO of Impact Communications. Swift, who conducted Web 2.0 and Social Media Boot Camp at the Financial Planning Association's annual conference in October offers her advice for advisors thinking of joining a social network. Read Social Discretion Advised by Jerilyn Klein Bier.
Advisor One – October 10, 2010
Marie Swift moderated a lively panel at the FPA annual conference on the impact of the new fiduciary standards on the industry and the individual practice. Read what the experts had to say At FPA Denver, Defining Advisor Value and Rebuilding Trust.
RIAbiz.com.com.com.com – October, 2010
Marie Swift blogs for RIAbiz.com.com.com.com on her pre-conference event, ‘Managing and Leveraging Your Social Media Strategy.’ The event featured several notable speakers, including Marie herself, discussing the importance of the new Social Media and Web 2.0 technologies for the modern financial planner. Find out some of the topics at Eavesdropping on the FPA Conference.
RIAbiz.com – September 21, 2010
The buy-local movement helps independent advisors, say experts — if they are smart enough to market. Marie Swift, CEO of Impact Communications, says it’s important to emphasize being a local business, but also to emphasize the support and connection with a larger broker / dealer or custodian. “You want to show you have the bench strength to show you can serve the more sophisticated investor,” she says. Read Breakaway Story by Elizabeth McBride.
Research magazine – August 2010
In Adding Audio Files and Webinars to Your Online Presence, author Marie Swift shares how podcasts, webinars and videocasts can help advisors build relationships while saving time and money. Read more.
Financial Planning magazine – July 2010
In "What Have You Done for Me Lately?", one of the two featured articles in the July issue of Financial Planning magazine, Marie Swift of Impact Communications shares insights from industry thought leaders Bob Veres, Chip Roame, Steve Saenz, Andy Klausner, Mark Tibergien, George Kinder, Sue Stevens, Blaine Aiken and Peter Boland. "Articulating your value as a financial advisor is more complex after two years of market turmoil, and more necessary," Swift says. Read what these industry thought leaders have to say.
Research magazine – July 2010
In Blogging for Business, author Marie Swift tells you why you should add a blog and other digital media to your high-touch marketing plan. Read more.
Copernicus Radio – June 17, 2010
Nicole Coulter and Marie Swift talk about challenges and opportunities for advisors today in this fast, fun 30-minute recorded interview. Grab a sandwich and listen now.
FinancialPlanning.com – June 16, 2010
SourceMedia's Women Advisors Forum descended on Chicago June 16, 2010. The event offered an opportunity to network with the most successful and influential women financial advisors in the nation, while gaining insight into their career experience and rise to the top. View the online photo gallery - Marie Swift is pictured with some of the speakers and a SourceMedia journalist. You can also read Marie Swift's thoughts after returning home from the event.
Research magazine – June 2010
In How to Build Client Loyalty – Part 2, author Marie Swift shares easy (and inexpensive) ways advisors can sharpen their client communications and marketing programs. Read more.
NAPFA Advisor magazine – June 2010
In Multiple Channels Can Bring Marketing Success, NAPFA magazine editor Kevin Adler provides an overview of all the marketing sessions presented at this year's national conference, held in May 2010 in Chicago. Marie Swift's session, What's Working Now, is covered on pages 16 - 17.
Research magazine – May 2010
In How to Build Client Loyalty – Part 1, author Marie Swift provides easy and effective ways to stay in front of your clients, prospects and strategic partners. Read more.
Reuters – April 6, 2010
In an article discussing the pros and cons of blogging, in addition to the compliance regulations that advisors face, Marie Swift gives advice on what financial advisors should include in blogs and the benefits of blogging. Read the article Wealth Manager: To blog or not to blog.
Research magazine – April 2010
In How to Grab a Market Niche, author Marie Swift shares how Scott Hanson and Pat McClain, co-founders of Hanson McClain Advisors, an RIA in Sacramento, Calif., have built their business by targeting employees of telecommunications and utilities companies. Read more.
InvestmentNews – March 7, 2010
In the article, “At Boot Camp, Advisers Learn Social-Media Tools”, Davis Janowski reviews a social-media workshop held by Marie Swift the day prior to the FPA Business Solutions 2010 conference. The hands-on session taught 20 advisers how to increase their exposure on the internet through media outlets such as setting up blogs, recording video posts and audio podcasts and effectively using Twitter. Read more now.
Research magazine – March 2010
In RIA Starter Kit, author Marie Swift takes a look at the major issues worth considering, before an advisor makes a move to independent RIA status. Read more.
Financial Planning magazine – March 2010
In a special Practice Management Report, author Marie Swift tackles the question How Do I Make Myself Stand Out?. She offers three steps to creating a successful and authentic brand. Read more.
Advisor Perspectives – February 9, 2010
Marie Swift and some of Impact Communication’s clients are interviewed about valuable changes one can make to their website to make it a more effective marketing piece for their firm. Read more of 6 Ways to Make the Most of your Web Site.
Financial-Planning.com – February 5, 2010
Writer Stacy Schultz continues her 3-part series on Social Media, providing additional comments from Marie Swift and another PR practitioner. This piece focuses on building and maintaining a strong Google presence online. Read In The Game: New Rules for Social Media – Part 2.
Advisor Perspectives – February 2010
What happens at your firm when a client calls? Marie Swift looks at the typical activities that are kicked-off from a common client interaction and compares that to an office that's using an integrated software and services solution. Her findings call out dramatic gains in efficiencies for those firms that are ready for change. Read Transforming Your Business with an Integrated Solution.
Research magazine – February 2010
In Becoming a Social Butterfly Online, author Marie Swift talks about online networking and digital communication, and why they should supplement - not replace - your traditional means of networking. Read more.
Financial-Planning.com – January 29, 2010
Marie Swift and other industry coaches provide tips on ways to incorporate social media into your practice while staying within the boundaries of FINRA’s new guidance. Read In thbe Game: New Rules for Social Media- Part 1 for insightful guidelines on social media outlets such as Twitter and LinkedIn.
Financial Planning and Bank Investment Consultant magazines – January 29, 2010
Marie Swift and other industry coaches provide relevant, enlightening tips on ways to incorporate social media into your practice while staying within the boundaries of FINRA’s new guidance. Read In the Game: New Rules for Social Media for insightful guidelines on social media outlets such as Twitter and LinkedIn.
Research magazine – January 2010
In Ramp Up Your Marketing Plans in 2010, author Marie Swift shares three resolutions FAs should tackle in 2010 to improve the market share of their newly independent and other advisory practices. Read more.
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.com 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.
FOX Business – December 7, 2010
Impact Communications client Brett Ellen, a strong believer in teaching kids about money from an early age, offers tips that parents can use to educate their kids about the principles of sound money sense: save, spend, invest, donate. Get the tips in How to Teach Your Kids the Importance of Money, Volunteering.
Daily Finance – December 4, 2010
John Brackett of BAR Financial, a client of Impact Communications, discusses the ups and downs of ETF in the past year. To find out more about the ETF’s performance read ETFs in 2010.
The Faster Times – December 2, 2010
Impact Communications client Dave Hubbard says that now is the perfect time to ensure that your Estate Plan is protected. Determine the value of your estate to see if the potential changes in 2011 will affect you and take appropriate actions. Read more tips on how to make sure that you are adequately prepared in How to Get Your Estate Plan Together.
Financial-Planning.com – 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.
RIAbiz.com.com.com.com – October, 2010
Marie Swift blogs for RIAbiz.com.com.com.com on her pre-conference event, ‘Managing and Leveraging Your Social Media Strategy.’ The event featured several notable speakers, including Marie herself, discussing the importance of the new Social Media and Web 2.0 technologies for the modern financial planner. Find out some of the topics at Eavesdropping on the FPA Conference.
Advisor One – October 10, 2010
Marie Swift moderated a lively panel at the FPA annual conference on the impact of the new fiduciary standards on the industry and the individual practice. Read what the experts had to say At FPA Denver, Defining Advisor Value and Rebuilding Trust.
Financial Advisor – November 2010
Financial advisors are testing the waters of social media marketing. Whether or not you're interested or allowed to use social media, now's the time to learn the trends, tools and technology so you can know what your options and opportunities are, says Marie Swift, president and CEO of Impact Communications. Swift, who conducted Web 2.0 and Social Media Boot Camp at the Financial Planning Association's annual conference in October offers her advice for advisors thinking of joining a social network. Read Social Discretion Advised by Jerilyn Klein Bier.
Advisor One – October 10, 2010
Marie Swift moderated a lively panel at the FPA annual conference on the impact of the new fiduciary standards on the industry and the individual practice. Read what the experts had to say At FPA Denver, Defining Advisor Value and Rebuilding Trust.
RIAbiz.com.com.com.com – October, 2010
Marie Swift blogs for RIAbiz.com.com.com.com on her pre-conference event, ‘Managing and Leveraging Your Social Media Strategy.’ The event featured several notable speakers, including Marie herself, discussing the importance of the new Social Media and Web 2.0 technologies for the modern financial planner. Find out some of the topics at Eavesdropping on the FPA Conference.
RIAbiz.com – September 21, 2010
The buy-local movement helps independent advisors, say experts — if they are smart enough to market. Marie Swift, CEO of Impact Communications, says it’s important to emphasize being a local business, but also to emphasize the support and connection with a larger broker / dealer or custodian. “You want to show you have the bench strength to show you can serve the more sophisticated investor,” she says. Read Breakaway Story by Elizabeth McBride.
Research magazine – August 2010
In Adding Audio Files and Webinars to Your Online Presence, author Marie Swift shares how podcasts, webinars and videocasts can help advisors build relationships while saving time and money. Read more.
Financial Planning magazine – July 2010
In "What Have You Done for Me Lately?", one of the two featured articles in the July issue of Financial Planning magazine, Marie Swift of Impact Communications shares insights from industry thought leaders Bob Veres, Chip Roame, Steve Saenz, Andy Klausner, Mark Tibergien, George Kinder, Sue Stevens, Blaine Aiken and Peter Boland. "Articulating your value as a financial advisor is more complex after two years of market turmoil, and more necessary," Swift says. Read what these industry thought leaders have to say.
Research magazine – July 2010
In Blogging for Business, author Marie Swift tells you why you should add a blog and other digital media to your high-touch marketing plan. Read more.
Copernicus Radio – June 17, 2010
Nicole Coulter and Marie Swift talk about challenges and opportunities for advisors today in this fast, fun 30-minute recorded interview. Grab a sandwich and listen now.
FinancialPlanning.com – June 16, 2010
SourceMedia's Women Advisors Forum descended on Chicago June 16, 2010. The event offered an opportunity to network with the most successful and influential women financial advisors in the nation, while gaining insight into their career experience and rise to the top. View the online photo gallery - Marie Swift is pictured with some of the speakers and a SourceMedia journalist. You can also read Marie Swift's thoughts after returning home from the event.
Research magazine – June 2010
In How to Build Client Loyalty – Part 2, author Marie Swift shares easy (and inexpensive) ways advisors can sharpen their client communications and marketing programs. Read more.
NAPFA Advisor magazine – June 2010
In Multiple Channels Can Bring Marketing Success, NAPFA magazine editor Kevin Adler provides an overview of all the marketing sessions presented at this year's national conference, held in May 2010 in Chicago. Marie Swift's session, What's Working Now, is covered on pages 16 - 17.
Research magazine – May 2010
In How to Build Client Loyalty – Part 1, author Marie Swift provides easy and effective ways to stay in front of your clients, prospects and strategic partners. Read more.
Reuters – April 6, 2010
In an article discussing the pros and cons of blogging, in addition to the compliance regulations that advisors face, Marie Swift gives advice on what financial advisors should include in blogs and the benefits of blogging. Read the article Wealth Manager: To blog or not to blog.
Research magazine – April 2010
In How to Grab a Market Niche, author Marie Swift shares how Scott Hanson and Pat McClain, co-founders of Hanson McClain Advisors, an RIA in Sacramento, Calif., have built their business by targeting employees of telecommunications and utilities companies. Read more.
InvestmentNews – March 7, 2010
In the article, “At Boot Camp, Advisers Learn Social-Media Tools”, Davis Janowski reviews a social-media workshop held by Marie Swift the day prior to the FPA Business Solutions 2010 conference. The hands-on session taught 20 advisers how to increase their exposure on the internet through media outlets such as setting up blogs, recording video posts and audio podcasts and effectively using Twitter. Read more now.
Research magazine – March 2010
In RIA Starter Kit, author Marie Swift takes a look at the major issues worth considering, before an advisor makes a move to independent RIA status. Read more.
Financial Planning magazine – March 2010
In a special Practice Management Report, author Marie Swift tackles the question How Do I Make Myself Stand Out?. She offers three steps to creating a successful and authentic brand. Read more.
Advisor Perspectives – February 9, 2010
Marie Swift and some of Impact Communication’s clients are interviewed about valuable changes one can make to their website to make it a more effective marketing piece for their firm. Read more of 6 Ways to Make the Most of your Web Site.
Financial-Planning.com – February 5, 2010
Writer Stacy Schultz continues her 3-part series on Social Media, providing additional comments from Marie Swift and another PR practitioner. This piece focuses on building and maintaining a strong Google presence online. Read In The Game: New Rules for Social Media – Part 2.
Advisor Perspectives – February 2010
What happens at your firm when a client calls? Marie Swift looks at the typical activities that are kicked-off from a common client interaction and compares that to an office that's using an integrated software and services solution. Her findings call out dramatic gains in efficiencies for those firms that are ready for change. Read Transforming Your Business with an Integrated Solution.
Research magazine – February 2010
In Becoming a Social Butterfly Online, author Marie Swift talks about online networking and digital communication, and why they should supplement - not replace - your traditional means of networking. Read more.
Financial-Planning.com – January 29, 2010
Marie Swift and other industry coaches provide tips on ways to incorporate social media into your practice while staying within the boundaries of FINRA’s new guidance. Read In thbe Game: New Rules for Social Media- Part 1 for insightful guidelines on social media outlets such as Twitter and LinkedIn.
Financial Planning and Bank Investment Consultant magazines – January 29, 2010
Marie Swift and other industry coaches provide relevant, enlightening tips on ways to incorporate social media into your practice while staying within the boundaries of FINRA’s new guidance. Read In the Game: New Rules for Social Media for insightful guidelines on social media outlets such as Twitter and LinkedIn.
Research magazine – January 2010
In Ramp Up Your Marketing Plans in 2010, author Marie Swift shares three resolutions FAs should tackle in 2010 to improve the market share of their newly independent and other advisory practices. Read more.
