NAPFA Advisor magazine - October 2017
In this cover story for NAPFA Advisor magazine, Marie Swift makes a compelling case for why fiduciary advisors should embrace video and television appearances. She provides a series of tips for speaking and looking your best and holds up NAPFA member Gordon Bernhardt of Bernhardt Wealth as a good example of a “passion video” done right. Andy Millard’s website, www.AndyCanHelp.com, is offered as another helpful resource. Read “How to be ON when the Camera is On” now.
Financial-Planning.com – October 3, 2017
Industry veteran Marie Swift, president and chief executive of Impact Communications of Leawood, Kansas, says that marketing automation software can help advisors not only reach more potential clients but stimulate more referrals. Visual communications are also important, as they generate more social-media activity than just text and links alone. She calls Snappy Kraken’s new automated marketing communications “visually stunning.” Read Advisors Don’t Need to Ask for Referrals Anymore.
Forbes.com - August 1, 2017
PR is all about perception and reputation – those are the hallmarks of credibility. While these intangibles may be hard to measure directly, successful business people will tell you (and so will Impact's very own Marie Swift in this Forbes.com piece) that being seen as an expert in print, online and via the airwaves can pay big dividends over time. Read Use Third-Party Validation To Build Credibility now.
Investment Advisor magazine - August 2017
Impact’s founder and fearless leader is quoted several times in this interesting article written by veteran writer Jane Wollman Rusoff. The topic? How to use technology to improve client relationships and more powerfully market your firm. Read High-Tech, High-Touch Marketing on ThinkAdvisor.com.
Financial Planning magazine - August 2017
Given how new RIAs have mushroomed in recent years, picking a name is kind of like asking someone to go with you to a high school dance: All the best dates are quickly spoken for. Some newly-minted advisors liken the process to naming their first-born child: painful. But Leslie Swid and Marie Swift, part of Impact’s executive leadership team, offer some good advice — advice that can make it easier to avoid a dud. Read Hardest thing RIA founders do? Name their practice.
MarketWatch - July 24, 2017
Bob Veres, publisher of Inside Information (and producer of Bob Veres' Insider's Forum), and fiduciary advisor Tony D'Amico, CEO and Senior Advisor at Fidato Wealth, provide tips on marketing and building trust through honest, authentic education. Read Marie Swift’s piece Teaching People How to Invest is One of the Best Marketing Moves and Advisor Can Make.
TwentyOverTen blog - July 10, 2017
There’s an old Bonnie Raitt song that says, “let’s give them something to talk about” – and in today’s transparent, digital world giving people something positive to talk about could be essential to a financial firm’s long-term business health. Impact's founder and chief executive Marie Swift provides tips and advice on working with reporters in this special guest post for website platform TwentyOverTen.com. Read Public Relations 101: Working with Reporters.
Forbes.com - June 26, 2017
When your company has significant news to share, finding the right channel will mean the difference between the right audience seeing the information and the message getting lost in the noise of day-to-day business. Here, twelve marketing experts – including Impact’s CEO and founder Marie Swift — share how they determine which channel is best. Click to read: Cutting through the Noise: 12 Tips for Determining the Best Channel to Share Your News.
Forbes.com - June 23, 2017
Social media and online communications / presence can help or hurt your company. In this article, Forbes Agency Council members — including Impact’s CEO and founder Marie Swift — provide advice on keeping a balance when it comes to weighing in on political or current events. Click to read the article: Use Wisdom and Caution When Deciding Whether to Address Social Issues.
Forbes.com - June 22, 2017
Entrepreneurial financial advisors have a lot on their plates. In this article, twelve Forbes Agency Council members — including Impact’s CEO and founder Marie Swift — provide their advice for building a brand and gaining better name recognition when you're starting from the ground up. Read 12 Tips for Brand-Building now.
Morningstar Conference - April 27, 2017
On day two of the Morningstar Investment Conference in Chicago, Marie Swift’s conversation with Michael Kitces, director of research for Pinnacle Advisory as well as co-founder of the XY Planning Network, was broadcast via Facebook Live. Watch this video to hear them discuss social media solutions for financial advisors.
Barron’s - April 26, 2017
Being gregarious can go a long way in growing your business, as MarketWatch columnist Marie Swifts explains. She cites the example of David Edwards, president and founder of Heron Wealth, in New York. The $285-million firm has grown assets 30% to 40% annually since 2013, largely because Edwards goes to prospects rather than waiting for them to come to him. Read To Build Assets Fast, Don’t be Timid.
MarketWatch - April 25, 2017
Do you know the “three-foot rule”? Wealth advisor David Edwards, president and founder of Heron Wealth, which provides financial planning, investment advice and estate planning to individuals and families across the U.S. and in Europe, cites it as one key element of his success. Read Marie Swift’s piece How One Financial Adviser Lands Seven-Figure Accounts to learn how Edwards does it.
GuideVine - April 15, 2017
Learn how to use the “S” in the PESO Model (paid, earned, shared and owned) to connect and build brand awareness, sharing online. Social media is the perfect way to amplify your mission and impress people who will share your messages with their friends and family. Read “Embracing The PESO Model for Marketing Success (Part 4)” on GuideVine’s Advisor Insights blog.
MarketWatch - April 13, 2017
Marie Swift of Impact Communications provides advice in this well-written Robert Powell piece on whether or not financial advisors should use social media to voice political views. Read the section "Opine, but do so with purpose" for Marie's comments in the larger piece entitled Why Many Financial Advisors Aren't Worried About Posting Anti-Trump Opinions.
RIABiz - April 5, 2017
Reporter Janice Kiekel shares her experience camping out in the lobby of the Ritz Carlton in downtown NYC hoping to connect with VIPs in the financial services industry who were attending the Tiburon CEO Summit, a “by invitation only” event. Janice explains how Impact’s CEO, Marie Swift, helped her connect with a few important people and likens Marie to Sister Mary Ignatius. Read the Tiburon CEO Summit recap, according to one tenacious reporter.
AskTRAK Blog - April 2017
Advisors can use their expertise as an effective marketing tool for further engaging with clients and generating leads for new business. This article talks about content marketing strategies and how they can be an effective way to grow your business through education. The author lists Impact Communications as a resource and gives this shout out: "We are a client of Impact Communications and highly recommend the firm." Read Using Content Marketing as a Financial Advisor now.
GuideVine - March 15, 2017
The PESO Model (paid, earned, shared and owned) is a great way to “bucket” out any marketing plan. Financial advisors and supporting business entities should add a healthy dose of “earned media” to their marketing plan in order to impress the right people and earn share of mind. Read “Embracing The PESO Model for Marketing Success (Part 3)” on GuideVine’s Advisor Insights blog.
3rd Wave Collaborative - March 2017
Marie Swift of Impact Communications, Brian Stimpfl of Scottrade Advisor Services, and Dave Barton of Mercer Advisors talk about business strategy for RIAs. Watch the 12 minute video clip now.
NAPFA Advisor magazine - February 2017
The “O” in PESO stands for “owned” -- but in today's digital world, it might as well stand for "online." In this installment of “Marketing Playbook” Marie Swift profiles top advisors and NAPFA members who are using digital and tangible assets that educate, enlighten and entertain as part of their overall marketing plan. Read "Own Your Space" now.
Becoming Referable - January 8, 2017
Marie Swift of Impact Communications and Julie Littlechild and Stephen Wershing of Becoming Referable talk about creating/enhancing online presence and using PR to build credibility in this podcast. Listen to the audio interview now.
3rd Wave Collaborative - January 2017
Marie Swift of Impact Communications and Bob Veres of Inside Information / Insiders’ Forum talk about Bob’s new book, The New Profession, in this video interview. Watch this interesting dialog now.
In this cover story for NAPFA Advisor magazine, Marie Swift makes a compelling case for why fiduciary advisors should embrace video and television appearances. She provides a series of tips for speaking and looking your best and holds up NAPFA member Gordon Bernhardt of Bernhardt Wealth as a good example of a “passion video” done right. Andy Millard’s website, www.AndyCanHelp.com, is offered as another helpful resource. Read “How to be ON when the Camera is On” now.
Financial-Planning.com – October 3, 2017
Industry veteran Marie Swift, president and chief executive of Impact Communications of Leawood, Kansas, says that marketing automation software can help advisors not only reach more potential clients but stimulate more referrals. Visual communications are also important, as they generate more social-media activity than just text and links alone. She calls Snappy Kraken’s new automated marketing communications “visually stunning.” Read Advisors Don’t Need to Ask for Referrals Anymore.
Forbes.com - August 1, 2017
PR is all about perception and reputation – those are the hallmarks of credibility. While these intangibles may be hard to measure directly, successful business people will tell you (and so will Impact's very own Marie Swift in this Forbes.com piece) that being seen as an expert in print, online and via the airwaves can pay big dividends over time. Read Use Third-Party Validation To Build Credibility now.
Investment Advisor magazine - August 2017
Impact’s founder and fearless leader is quoted several times in this interesting article written by veteran writer Jane Wollman Rusoff. The topic? How to use technology to improve client relationships and more powerfully market your firm. Read High-Tech, High-Touch Marketing on ThinkAdvisor.com.
Financial Planning magazine - August 2017
Given how new RIAs have mushroomed in recent years, picking a name is kind of like asking someone to go with you to a high school dance: All the best dates are quickly spoken for. Some newly-minted advisors liken the process to naming their first-born child: painful. But Leslie Swid and Marie Swift, part of Impact’s executive leadership team, offer some good advice — advice that can make it easier to avoid a dud. Read Hardest thing RIA founders do? Name their practice.
MarketWatch - July 24, 2017
Bob Veres, publisher of Inside Information (and producer of Bob Veres' Insider's Forum), and fiduciary advisor Tony D'Amico, CEO and Senior Advisor at Fidato Wealth, provide tips on marketing and building trust through honest, authentic education. Read Marie Swift’s piece Teaching People How to Invest is One of the Best Marketing Moves and Advisor Can Make.
TwentyOverTen blog - July 10, 2017
There’s an old Bonnie Raitt song that says, “let’s give them something to talk about” – and in today’s transparent, digital world giving people something positive to talk about could be essential to a financial firm’s long-term business health. Impact's founder and chief executive Marie Swift provides tips and advice on working with reporters in this special guest post for website platform TwentyOverTen.com. Read Public Relations 101: Working with Reporters.
Forbes.com - June 26, 2017
When your company has significant news to share, finding the right channel will mean the difference between the right audience seeing the information and the message getting lost in the noise of day-to-day business. Here, twelve marketing experts – including Impact’s CEO and founder Marie Swift — share how they determine which channel is best. Click to read: Cutting through the Noise: 12 Tips for Determining the Best Channel to Share Your News.
Forbes.com - June 23, 2017
Social media and online communications / presence can help or hurt your company. In this article, Forbes Agency Council members — including Impact’s CEO and founder Marie Swift — provide advice on keeping a balance when it comes to weighing in on political or current events. Click to read the article: Use Wisdom and Caution When Deciding Whether to Address Social Issues.
Forbes.com - June 22, 2017
Entrepreneurial financial advisors have a lot on their plates. In this article, twelve Forbes Agency Council members — including Impact’s CEO and founder Marie Swift — provide their advice for building a brand and gaining better name recognition when you're starting from the ground up. Read 12 Tips for Brand-Building now.
Morningstar Conference - April 27, 2017
On day two of the Morningstar Investment Conference in Chicago, Marie Swift’s conversation with Michael Kitces, director of research for Pinnacle Advisory as well as co-founder of the XY Planning Network, was broadcast via Facebook Live. Watch this video to hear them discuss social media solutions for financial advisors.
Barron’s - April 26, 2017
Being gregarious can go a long way in growing your business, as MarketWatch columnist Marie Swifts explains. She cites the example of David Edwards, president and founder of Heron Wealth, in New York. The $285-million firm has grown assets 30% to 40% annually since 2013, largely because Edwards goes to prospects rather than waiting for them to come to him. Read To Build Assets Fast, Don’t be Timid.
MarketWatch - April 25, 2017
Do you know the “three-foot rule”? Wealth advisor David Edwards, president and founder of Heron Wealth, which provides financial planning, investment advice and estate planning to individuals and families across the U.S. and in Europe, cites it as one key element of his success. Read Marie Swift’s piece How One Financial Adviser Lands Seven-Figure Accounts to learn how Edwards does it.
GuideVine - April 15, 2017
Learn how to use the “S” in the PESO Model (paid, earned, shared and owned) to connect and build brand awareness, sharing online. Social media is the perfect way to amplify your mission and impress people who will share your messages with their friends and family. Read “Embracing The PESO Model for Marketing Success (Part 4)” on GuideVine’s Advisor Insights blog.
MarketWatch - April 13, 2017
Marie Swift of Impact Communications provides advice in this well-written Robert Powell piece on whether or not financial advisors should use social media to voice political views. Read the section "Opine, but do so with purpose" for Marie's comments in the larger piece entitled Why Many Financial Advisors Aren't Worried About Posting Anti-Trump Opinions.
RIABiz - April 5, 2017
Reporter Janice Kiekel shares her experience camping out in the lobby of the Ritz Carlton in downtown NYC hoping to connect with VIPs in the financial services industry who were attending the Tiburon CEO Summit, a “by invitation only” event. Janice explains how Impact’s CEO, Marie Swift, helped her connect with a few important people and likens Marie to Sister Mary Ignatius. Read the Tiburon CEO Summit recap, according to one tenacious reporter.
AskTRAK Blog - April 2017
Advisors can use their expertise as an effective marketing tool for further engaging with clients and generating leads for new business. This article talks about content marketing strategies and how they can be an effective way to grow your business through education. The author lists Impact Communications as a resource and gives this shout out: "We are a client of Impact Communications and highly recommend the firm." Read Using Content Marketing as a Financial Advisor now.
GuideVine - March 15, 2017
The PESO Model (paid, earned, shared and owned) is a great way to “bucket” out any marketing plan. Financial advisors and supporting business entities should add a healthy dose of “earned media” to their marketing plan in order to impress the right people and earn share of mind. Read “Embracing The PESO Model for Marketing Success (Part 3)” on GuideVine’s Advisor Insights blog.
3rd Wave Collaborative - March 2017
Marie Swift of Impact Communications, Brian Stimpfl of Scottrade Advisor Services, and Dave Barton of Mercer Advisors talk about business strategy for RIAs. Watch the 12 minute video clip now.
NAPFA Advisor magazine - February 2017
The “O” in PESO stands for “owned” -- but in today's digital world, it might as well stand for "online." In this installment of “Marketing Playbook” Marie Swift profiles top advisors and NAPFA members who are using digital and tangible assets that educate, enlighten and entertain as part of their overall marketing plan. Read "Own Your Space" now.
Becoming Referable - January 8, 2017
Marie Swift of Impact Communications and Julie Littlechild and Stephen Wershing of Becoming Referable talk about creating/enhancing online presence and using PR to build credibility in this podcast. Listen to the audio interview now.
3rd Wave Collaborative - January 2017
Marie Swift of Impact Communications and Bob Veres of Inside Information / Insiders’ Forum talk about Bob’s new book, The New Profession, in this video interview. Watch this interesting dialog now.