AICPA PFP Podcast on iTunes – November 2018
Listen to Marketing That Works: Business-Building Strategies of Highly Successful Advisers {PFP Section} from American Institute of CPAs - Personal Financial Planning (PFP) with host Lyle Benson and guest Marie Swift.
Absolute Engagement - October 2018
Julie Littlechild of Absolute Engagement and Marie Swift of Impact Communications talk about the marketing strategies that will help advisors stand out and how we can get over ourselves long enough to use tools like video as a way to take action. Read How Connection will Fuel Your Growth in the Future.
The Red Zone Leadership Foundation - September 2018
Maribeth Kuzmeski of Red Zone Marketing and Marie Swift of Impact Communications talk about most effective way to attract business and how – if you become a thought leader – business will find you. Listen to this podcast and read show notes here: Attracting Business as a Thought Leader in Your Field.
Barron’s – September 2018
Edelman Financial Services is a well-known brand in part because co-founder Ric Edelman has penned a string of bestselling books, hosts radio shows and conducts educational seminars. But that name could disappear by the end of the year, due to the company’s merger with Financial Engines, a robo-advisor to 401(k) plans. Observers, including Impact Communications founder and CEO Marie Swift, offered different reasons for choosing one of the existing brands or an entirely new name in Adieu to the Edelman Financial Brand?
PR Newswire – September 2018
Steve Wershing and Marie Swift to Lead Interactive Workshop in Philadelphia at the NAPFA Fall Conference October 15, 2018. This one-day program will provide Secrets to a Successful Client Advisory Board for Financial Planning Firms. Financial advisors will create own advisory board strategy through insights from marketing professionals Wershing and Swift.
Financial Planning magazine – September 2018
In a $3 billion deal this spring, private equity firm Hellman & Friedman, a majority shareholder in Edelman Financial Services, acquired Financial Engines, which serves the 401(k) market and has $176 billion in assets under management. The question is, which brand name is the best one to take the newly formed company further up the scale? Finance marketing pros, including Impact Communication’s CEO Marie Swift weigh in. Click to read Marie’s advice about branding and see if she was ultimately right in this speculative piece about whether the Edelman Financial brand could vanish by the end of 2018.
NAPFA Advisor Magazine - August 2018
What's a "celebrity thought leader" and why strive to become one? In this article published by NAPFA Advisor magazine, Marie Swift of Impact Communications explains how to move from being a "subject matter expert" to becoming a "thought leader" -- and even a "celebrity thought leader." Check it out in the NAPFA archives: Beyond Credibility.
PR Newswire – August 2018
Tenured Financial Advisors are Invited to "step into the spotlight" at The Advisor Thought Leader Summit being held November 9 & 10, 2018 at the University of Chicago Gleacher Center. Read Maribeth Kuzmeski and Marie Swift Announce Interactive Media Training / Thought Leadership Experience.
Inside Information - August 2018
Bob Veres interviews Marie Swift about the upcoming Advisor Thought Leader Summit happening November 9 & 10, 2018 at the University of Chicago Gleacher Center. Bob’s article profiles this new marketing initiative for financial planners who are not getting the marketplace exposure they deserve. Read “Thought Leadership Training” now.
Financial Planning Success Series - June 2018
Marie Swift was interviewed by Dr. Ed Jacobson for an experts’ series geared toward helping financial advisors gain ideal clients and grow while breaking through to the next level of happiness and success. Check out the Financial Planning Success Series of audio interviews.
Financial Planning magazine – June 2018
There are a number of ways to reach customers and colleagues – by phone, email, text message, instant messaging; DM through Twitter, Slack, Instagram and WhatsApp – and more methods to reach out will likely be developed. But the downside to having multiple avenues of communication is more noise; for many, strict spam filters are now the default, while others avoid picking up the phone entirely because of robo-callers. How do advisors then breakthrough the competing voices demanding attention, in a genuine and valued way? Watch this On-Demand Web Seminar where Marie Swift, Zach MacDonald, Robert Sofia and Suleman Din provide smart ideas on better ways to communicate with clients and colleagues.
NAPFA Advisor magazine - February 2018
Marie Swift provides tips for financial advisors on building their online presence with an emphasis on creating strong profile pages on 3rd party directories such as Fee-Only Network, GuideVine, Brightscope, etc. and member directories such as FPA, Garrett Planning Network and NAPFA in her article “How to create a more powerful and engaging advisor profile”.
MarketWatch - January 22, 2018
Joe Elsasser, founder of Sequent Planning based in Omaha, Neb., is marketing his services the old-fashioned way: holding educational sessions in public libraries. Since implementing this targeted seminar plan, Elsasser’s firm has been bringing in about 20 clients a year. He uses technology from Covisum to reinforce measurable value. Clients are more apt to refer when they can clearly see — and articulate to others — how much money they saved in taxes by implementing a particular strategy, or can save by claiming Social Security in a certain way. Read Marie Swift’s piece Financial Planning by the Books.
Digital Marketing Podcast, January 20, 2018
Demonstrating expertise and in front of the right audience of people helps you find individuals who might want to work with your firm. Good PR helps you articulate value to your strategic partners, Centers of Influence (COIs), and current clients. It is often one of the top hits when a prospect researches you. Listen to the podcast interview and read the article summary produced by digital marketer Jake Wagner as he asks Marie Swift of Impact Communications What it Means to be a Credible Authority.
Listen to Marketing That Works: Business-Building Strategies of Highly Successful Advisers {PFP Section} from American Institute of CPAs - Personal Financial Planning (PFP) with host Lyle Benson and guest Marie Swift.
Absolute Engagement - October 2018
Julie Littlechild of Absolute Engagement and Marie Swift of Impact Communications talk about the marketing strategies that will help advisors stand out and how we can get over ourselves long enough to use tools like video as a way to take action. Read How Connection will Fuel Your Growth in the Future.
The Red Zone Leadership Foundation - September 2018
Maribeth Kuzmeski of Red Zone Marketing and Marie Swift of Impact Communications talk about most effective way to attract business and how – if you become a thought leader – business will find you. Listen to this podcast and read show notes here: Attracting Business as a Thought Leader in Your Field.
Barron’s – September 2018
Edelman Financial Services is a well-known brand in part because co-founder Ric Edelman has penned a string of bestselling books, hosts radio shows and conducts educational seminars. But that name could disappear by the end of the year, due to the company’s merger with Financial Engines, a robo-advisor to 401(k) plans. Observers, including Impact Communications founder and CEO Marie Swift, offered different reasons for choosing one of the existing brands or an entirely new name in Adieu to the Edelman Financial Brand?
PR Newswire – September 2018
Steve Wershing and Marie Swift to Lead Interactive Workshop in Philadelphia at the NAPFA Fall Conference October 15, 2018. This one-day program will provide Secrets to a Successful Client Advisory Board for Financial Planning Firms. Financial advisors will create own advisory board strategy through insights from marketing professionals Wershing and Swift.
Financial Planning magazine – September 2018
In a $3 billion deal this spring, private equity firm Hellman & Friedman, a majority shareholder in Edelman Financial Services, acquired Financial Engines, which serves the 401(k) market and has $176 billion in assets under management. The question is, which brand name is the best one to take the newly formed company further up the scale? Finance marketing pros, including Impact Communication’s CEO Marie Swift weigh in. Click to read Marie’s advice about branding and see if she was ultimately right in this speculative piece about whether the Edelman Financial brand could vanish by the end of 2018.
NAPFA Advisor Magazine - August 2018
What's a "celebrity thought leader" and why strive to become one? In this article published by NAPFA Advisor magazine, Marie Swift of Impact Communications explains how to move from being a "subject matter expert" to becoming a "thought leader" -- and even a "celebrity thought leader." Check it out in the NAPFA archives: Beyond Credibility.
PR Newswire – August 2018
Tenured Financial Advisors are Invited to "step into the spotlight" at The Advisor Thought Leader Summit being held November 9 & 10, 2018 at the University of Chicago Gleacher Center. Read Maribeth Kuzmeski and Marie Swift Announce Interactive Media Training / Thought Leadership Experience.
Inside Information - August 2018
Bob Veres interviews Marie Swift about the upcoming Advisor Thought Leader Summit happening November 9 & 10, 2018 at the University of Chicago Gleacher Center. Bob’s article profiles this new marketing initiative for financial planners who are not getting the marketplace exposure they deserve. Read “Thought Leadership Training” now.
Financial Planning Success Series - June 2018
Marie Swift was interviewed by Dr. Ed Jacobson for an experts’ series geared toward helping financial advisors gain ideal clients and grow while breaking through to the next level of happiness and success. Check out the Financial Planning Success Series of audio interviews.
Financial Planning magazine – June 2018
There are a number of ways to reach customers and colleagues – by phone, email, text message, instant messaging; DM through Twitter, Slack, Instagram and WhatsApp – and more methods to reach out will likely be developed. But the downside to having multiple avenues of communication is more noise; for many, strict spam filters are now the default, while others avoid picking up the phone entirely because of robo-callers. How do advisors then breakthrough the competing voices demanding attention, in a genuine and valued way? Watch this On-Demand Web Seminar where Marie Swift, Zach MacDonald, Robert Sofia and Suleman Din provide smart ideas on better ways to communicate with clients and colleagues.
NAPFA Advisor magazine - February 2018
Marie Swift provides tips for financial advisors on building their online presence with an emphasis on creating strong profile pages on 3rd party directories such as Fee-Only Network, GuideVine, Brightscope, etc. and member directories such as FPA, Garrett Planning Network and NAPFA in her article “How to create a more powerful and engaging advisor profile”.
MarketWatch - January 22, 2018
Joe Elsasser, founder of Sequent Planning based in Omaha, Neb., is marketing his services the old-fashioned way: holding educational sessions in public libraries. Since implementing this targeted seminar plan, Elsasser’s firm has been bringing in about 20 clients a year. He uses technology from Covisum to reinforce measurable value. Clients are more apt to refer when they can clearly see — and articulate to others — how much money they saved in taxes by implementing a particular strategy, or can save by claiming Social Security in a certain way. Read Marie Swift’s piece Financial Planning by the Books.
Digital Marketing Podcast, January 20, 2018
Demonstrating expertise and in front of the right audience of people helps you find individuals who might want to work with your firm. Good PR helps you articulate value to your strategic partners, Centers of Influence (COIs), and current clients. It is often one of the top hits when a prospect researches you. Listen to the podcast interview and read the article summary produced by digital marketer Jake Wagner as he asks Marie Swift of Impact Communications What it Means to be a Credible Authority.