Life Health Pro - December 14, 2015
A better approach is to plan your lead development effort strategically, according to Marie Swift, president and CEO of Impact Communications Inc. in Kansas City, Kansas. Her firm works with advisors to identify their strengths, weaknesses and goals. By spending some time on those themes and following up with a formal marketing plan, it’s easier for firms to execute more consistently, she says. Read 5 Strategic Approaches to Generating Leads.
LifeHealthPro - December 15, 2015
Shotgun approaches to marketing risk being expensive, time-consuming and nonproductive. They also fail to distinguish your firm in the market. A better approach is to create a strategic plan, according to Marie Swift, president and CEO of Impact Communications Inc. By spending some time on those themes and following up with a formal marketing plan, it’s easier for firms to execute more consistently, she says. Get more tips from Marie in 5 Strategic Approaches for Generating Leads.
RIABiz.com - November 9, 2015
Impact's chief executive, Marie Swift, provides some thoughts on Sally Krawcheck's new Ellevest Robo service for women. Krawcheck is not alone. Just last week, Impact Client Stacy Marcus, another Wall Street alum turned entrepreneur, announced Women Investing Now, which uses an Internet-based platform to facilitate the investment advisory and implementation process (there is a robo component). Read Bristling At Pink-It and Shrink-It Pitfalls.
Guidevine - October 21, 2015
Much has been said about the importance of creating a strong online presence if you are a financial advisor (or otherwise). It is now a cliché to even ask, “What’s the first thing people do before or after meeting you?” The answer, of course, is “Google you.” What that Googling individual finds, sees and senses about you and your firm is extremely important. Business can be won or lost depending on a financial advisor’s digital footprint. Read Using a Content Pyramid to Engage Prospects and Clients Online.
Investment News - October 12, 2015
Marie Swift, President Impact Communications and Josh Nelson, CEO Keystone Financial Services, are interviewed by Matt Ackermann while at Peak Advisor Excell Fall 2015 on the importance of a strong digital presence. Read Creating a Brand in the Digital Age.
WealthManagement.com - October 2015
At its inaugural event in October 2015, WealthManagement.com hosted more than 350 members of the financial services' industry's elite at the Mandarin Oriental in New York City. Marie Swift is pictured in the publication's photo essay along side clients Matt Lynch, managing partner of Strategy and Resources, LLC, and book author/speaker/consultant and former member of Parliament Dr. Oonagh McDonald, CBE, whose new book on the collapse of Lehman Brothers will be released in November 2015. Other Impact clients in attendance included Dan Kern, president of Advisor Partners; book author/speaker Tim McCarthy; Quovo CEO Lowell Putnam; Joseph Belfatto, partner at independent wealth management firm Massey Quick; and a group of Fidelity executives. View the entire photo essay.
Investment News Video – October 2015
Matt Ackermann interviews Marie Swift and Impact client Josh Nelson about building a brand in the digital age. This five minute video provides an advisor’s perspective and a professional expert’s advice. Watch the video now.
GuideVine – July 27, 2015
Marketing expert Marie Swift discusses the importance of making a great first impression and steps advisors can take for better and more successful prospect and client interactions. Read How to Make a Great First Impression? Hint: It’s Not All About You now.
Financial-Planning.com: Marketing Maven – July 22, 2015
These days, your social media presence is more than an opportunity – it's a mandate. Thanks to today's social networking platforms and the plethora of digital assets that can be produced with little effort, financial advisors now have the opportunity to connect with current and potential clients in ways that weren't possible before. Learn Why Advisors Can’t Ignore Social Media from Financial Planning magazine’s Marketing Maven, Marie Swift.
Journal of Financial Planning – July 2015
Have you ever wondered why the adviser down the street seems to earn more business, more quickly, than you do—even though you are at least as competent, ethical, and committed to doing right by your clients? Chances are, the adviser down the road has created a great public persona and mastered the fine art of conversational selling. Learn more from Marie Swift and Marion Asnes by reading ”Sell” Is Not a Four-Letter Word now.
ThinkAdvisor – June 29, 2015
Blogging can give a powerful boost to a financial advisor’s career if done correctly. In this piece from ThinkAdvisor, PR expert Marie Swift offers advice on how to attract the right type of clients through your blog. Find out What Makes an Advisor Blog Great.
Yahoo Finance – June 17, 2015
Impact Communications partnered with QuonWarrene, a technology consulting firm, at the 2015 Morningstar Investment Conference to present the Digital and Social Media Center, offering live instruction and free consultations on how to create and effectively leverage engaging digital content in today’s increasingly mobile world. Read QuonWarrene and Impact Communications Partner at Morningstar® Investment Conference now.
Financial-Planning.com: Marketing Maven – June 15, 2015
Marketing Maven Marie Swift discusses how times have changed and the power has shifted to the advisor in the world of money management. Learn how RIAs and Tech Erode the Power of Gatekeepers.
TIAA-CREF – June 2015
Marie Swift was asked to be apart of the Get Closer®: Solving the Couples Conundrum to examine how advisors communicate with both members of a couple. In The 21st Century Cookie Exchange: Four Valuable Insights You Need to Know, Marie focuses on the role women play in their families and finances. Read more now!
TIAA-CREF Video – June 2015
Gain an inside glimpse at what real-world women say about their advisors from a focus group held in Kansas City with Marie Swift — modeled after an old-school holiday cookie exchange. Watch the video Lessons Learned from a 21st-Century “Cookie Exchange” now!
TIAA-CREF – June 2015
Women are not just a growing demographic, but also an economic force. The topic of how advisors can better connect with women continues to receive attention at industry conferences, in books and on blogs, and in newspaper articles and on news sites. Discover how Positioning Yourself as a Resource for the Growing Female Demographic will set you apart from other advisors.
TIAA-CREF Video – June 2015
A renewed focus on women investors can be a key growth strategy for forward-thinking advisors — as well as a critical tool for retaining clients. Learn six strategies to Position Yourself As a Go-To Resource for the Growing Female Demographic by watching this video with Marie Swift now!
A better approach is to plan your lead development effort strategically, according to Marie Swift, president and CEO of Impact Communications Inc. in Kansas City, Kansas. Her firm works with advisors to identify their strengths, weaknesses and goals. By spending some time on those themes and following up with a formal marketing plan, it’s easier for firms to execute more consistently, she says. Read 5 Strategic Approaches to Generating Leads.
LifeHealthPro - December 15, 2015
Shotgun approaches to marketing risk being expensive, time-consuming and nonproductive. They also fail to distinguish your firm in the market. A better approach is to create a strategic plan, according to Marie Swift, president and CEO of Impact Communications Inc. By spending some time on those themes and following up with a formal marketing plan, it’s easier for firms to execute more consistently, she says. Get more tips from Marie in 5 Strategic Approaches for Generating Leads.
RIABiz.com - November 9, 2015
Impact's chief executive, Marie Swift, provides some thoughts on Sally Krawcheck's new Ellevest Robo service for women. Krawcheck is not alone. Just last week, Impact Client Stacy Marcus, another Wall Street alum turned entrepreneur, announced Women Investing Now, which uses an Internet-based platform to facilitate the investment advisory and implementation process (there is a robo component). Read Bristling At Pink-It and Shrink-It Pitfalls.
Guidevine - October 21, 2015
Much has been said about the importance of creating a strong online presence if you are a financial advisor (or otherwise). It is now a cliché to even ask, “What’s the first thing people do before or after meeting you?” The answer, of course, is “Google you.” What that Googling individual finds, sees and senses about you and your firm is extremely important. Business can be won or lost depending on a financial advisor’s digital footprint. Read Using a Content Pyramid to Engage Prospects and Clients Online.
Investment News - October 12, 2015
Marie Swift, President Impact Communications and Josh Nelson, CEO Keystone Financial Services, are interviewed by Matt Ackermann while at Peak Advisor Excell Fall 2015 on the importance of a strong digital presence. Read Creating a Brand in the Digital Age.
WealthManagement.com - October 2015
At its inaugural event in October 2015, WealthManagement.com hosted more than 350 members of the financial services' industry's elite at the Mandarin Oriental in New York City. Marie Swift is pictured in the publication's photo essay along side clients Matt Lynch, managing partner of Strategy and Resources, LLC, and book author/speaker/consultant and former member of Parliament Dr. Oonagh McDonald, CBE, whose new book on the collapse of Lehman Brothers will be released in November 2015. Other Impact clients in attendance included Dan Kern, president of Advisor Partners; book author/speaker Tim McCarthy; Quovo CEO Lowell Putnam; Joseph Belfatto, partner at independent wealth management firm Massey Quick; and a group of Fidelity executives. View the entire photo essay.
Investment News Video – October 2015
Matt Ackermann interviews Marie Swift and Impact client Josh Nelson about building a brand in the digital age. This five minute video provides an advisor’s perspective and a professional expert’s advice. Watch the video now.
GuideVine – July 27, 2015
Marketing expert Marie Swift discusses the importance of making a great first impression and steps advisors can take for better and more successful prospect and client interactions. Read How to Make a Great First Impression? Hint: It’s Not All About You now.
Financial-Planning.com: Marketing Maven – July 22, 2015
These days, your social media presence is more than an opportunity – it's a mandate. Thanks to today's social networking platforms and the plethora of digital assets that can be produced with little effort, financial advisors now have the opportunity to connect with current and potential clients in ways that weren't possible before. Learn Why Advisors Can’t Ignore Social Media from Financial Planning magazine’s Marketing Maven, Marie Swift.
Journal of Financial Planning – July 2015
Have you ever wondered why the adviser down the street seems to earn more business, more quickly, than you do—even though you are at least as competent, ethical, and committed to doing right by your clients? Chances are, the adviser down the road has created a great public persona and mastered the fine art of conversational selling. Learn more from Marie Swift and Marion Asnes by reading ”Sell” Is Not a Four-Letter Word now.
ThinkAdvisor – June 29, 2015
Blogging can give a powerful boost to a financial advisor’s career if done correctly. In this piece from ThinkAdvisor, PR expert Marie Swift offers advice on how to attract the right type of clients through your blog. Find out What Makes an Advisor Blog Great.
Yahoo Finance – June 17, 2015
Impact Communications partnered with QuonWarrene, a technology consulting firm, at the 2015 Morningstar Investment Conference to present the Digital and Social Media Center, offering live instruction and free consultations on how to create and effectively leverage engaging digital content in today’s increasingly mobile world. Read QuonWarrene and Impact Communications Partner at Morningstar® Investment Conference now.
Financial-Planning.com: Marketing Maven – June 15, 2015
Marketing Maven Marie Swift discusses how times have changed and the power has shifted to the advisor in the world of money management. Learn how RIAs and Tech Erode the Power of Gatekeepers.
TIAA-CREF – June 2015
Marie Swift was asked to be apart of the Get Closer®: Solving the Couples Conundrum to examine how advisors communicate with both members of a couple. In The 21st Century Cookie Exchange: Four Valuable Insights You Need to Know, Marie focuses on the role women play in their families and finances. Read more now!
TIAA-CREF Video – June 2015
Gain an inside glimpse at what real-world women say about their advisors from a focus group held in Kansas City with Marie Swift — modeled after an old-school holiday cookie exchange. Watch the video Lessons Learned from a 21st-Century “Cookie Exchange” now!
TIAA-CREF – June 2015
Women are not just a growing demographic, but also an economic force. The topic of how advisors can better connect with women continues to receive attention at industry conferences, in books and on blogs, and in newspaper articles and on news sites. Discover how Positioning Yourself as a Resource for the Growing Female Demographic will set you apart from other advisors.
TIAA-CREF Video – June 2015
A renewed focus on women investors can be a key growth strategy for forward-thinking advisors — as well as a critical tool for retaining clients. Learn six strategies to Position Yourself As a Go-To Resource for the Growing Female Demographic by watching this video with Marie Swift now!
