Executive Roundtable Journal - Q4 2019 - December 2019
Marie Swift serves as the managing editor for this new quarterly journal produced specifically for board members and executives in the financial services industry. This issue is dedicated to advisor power and the last three fee. To view the fourth issue in its entirety, click here.
Dimensional Bay Area Study Group – December 2019
Marie Swift led a 90-minute marketing workshop for Dimensional Fund Advisors (DFA) on December 17th. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
Barron's - December 18, 2019
Steve Garmhausen interviewed Marie Swift and a who's who list of financial services executives and financial advisors to find out what's happening when it comes to endorsements of all types -- including celebrity endorsements and client testimonials. It may sound far-fetched right now, but as the SEC overhauls its advertising rules for the first time since 1961, the financial advisor world is abuzz over how much might be permitted. Advisors have been limited as marketing and advertising have shifted from traditional media. “There has been a profound shift to online – social media, Google ads, pay-per-click on social media, organic content on social media as well as what you pay for,” says Marie Swift, chief executive of Impact Communications. Read: For Financial Advisor Ads, A New Frontier.
Dimensional North Carolina Study Group – December 2019
Marie Swift led a 90-minute marketing workshop for Dimensional Fund Advisors (DFA) on December 5th. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
RIABiz.com - November 2019
Schwab shifting its headquarters to Texas on top of the TD Ameritrade merger seems to please nobody -- outside of the Dallas Chamber of Commerce, says the editor of RIABiz. This executive decision is especially painful for Omaha, where TD Ameritrade built a $250 million headquarters in 2013. The pain is due, in part, to the blow in morale at losing a headquarters, and, in part, to the job losses that are sure to follow, says Marie Swift, president and CEO of Impact Communications, in Leawood, Kansas. Read the full story on the Schwab Headquarters Shift.
FinTechTV - November 2019
President and CEO of Impact Communications Marie Swift describes the atmosphere at the T3 Technology Conference for Enterprises, what differentiates the event, and some of the major themes. Produced by Joel Bruckenstein and his conference team, the annual event was held this year in Ft. Lauderdale. Impact Communications has long worked with Bruckenstein and T3 as the PR and marketing agency of choice. Watch the FinTechTV video interview.
ACP Annual Conference – November 2019
Jonny Swift produced audio and video clips for the Alliance of Comprehensive Planners (ACP) while at their annual conference, held this year in San Diego. Marie Swift convinced a panel of top journalists to join her for an exciting panel presentation on working with the media -- a big thanks to Liz Weston, Pam Krueger, Gail MarksJarvis, Bob Veres and Lynn O'Shaughnessy as well as all the ACP members who pitched "the Sharks." Marie also lead an interactive session on Message Mapping and how to create a more compelling value proposition. Learn more about the Alliance of Comprehensive Planners conference here.
FMG Suite - October 2019
Marketing is critical to a financial advisor’s business and broker/dealers want to provide solutions that make it easy for advisors. Plus, this heavily regulated industry adds another level of complexity when evaluating marketing technology. Learn more from a panel of industry leaders, led by Marie Swift of Impact Communications, as they discuss challenges and opportunities for enterprises [recorded webcast: 59 minutes] Marketing Solutions for Today's Advisors
TD Ameritrade’s Independent Advisor magazine – September 2019
Public relations (PR) is the art of cultivating a good relationship with the public—usually by getting unpaid coverage in the media—and it can drive higher ROI than traditional advertising or marketing efforts. Marie Swift of Impact Communications provides advice and gives an example of an advisory firm that has because they have done PR the right way they are now reaping significant benefits. Read Spin City: Mastering the Art of Public Relations.
Marketing Playbook webinar #6 – September 2019
Marie Swift served as emcee for the sixth and final webinar sponsored by NAPFA in the Marketing Playbook series. In “Using Content to Attract Ideal Clients” guest presenter Bob Hanson of Quantum Leap Marketing spoke about: Generating qualified leads with webinars and podcasts; Creating special reports and other prospect magnets without having to write; Content leveraging tactics and other secrets to success. The webinar series featured tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
PR Newswire - September 2019
Marie Swift, President and CEO of Impact Communications, a full-service marketing and public relations firm established in 1993 to exclusively serve independent financial advisors and allied institutions, announced that her company has signed on as the exclusive press partner for the eighth annual Rocktoberfest in Chicago, which will be held on Oct. 10, 2019, at the City Winery. The fundraiser will benefit A Leg To Stand On (ALTSO), a non-profit organization working in the developing world, bringing free orthopedic care to children whose families cannot afford treatment and prosthetic limbs. Get more details via PR Newswire.
WealthManagement.com Awards - September 2019
Impact Communications is pleased to work with "the best of the best" in the financial services industry. Founder Marie Swift celebrated with Impact friends and clients at the 3rd annual WealthManagement.com gala and awards dinner held September 12, 2019 at the Ziegfield Ballroom in Manhattan while Impact employee Jonny Swift emceed a session at Bob Veres' Insider's Forum in Nashville. Click to view some of our favorite finalists at the 2019 awards gala.
Executive Roundtable Journal - Q3 2019 - September 2019
Marie Swift serves as the managing editor for this new quarterly journal produced specifically for board members and executives in the financial services industry. This issue is dedicated to getting the most out of your tech investments. To view the third issue in its entirety, click here.
University of Missouri PFP News Page - August 2019
Three Mizzou students attended the Advisor Thought Leader Summit hosted by Impact Communications and Red Zone Marketing at Rockhurst University in Kansas City. Thanks to the generous financial support provided by Abacus Wealth Partners, these PFP students (as well as others who came from Utah Valley University and Kansas State University) were able to meet with many CEOs in the industry while they gained valuable networking skills, and learned how to stand out from the crowd when applying for positions as they seek to advance their careers. Read the full article written by one of the PFP Students by clicking here.
Financial Planning magazine – August 2019
This article discusses the pros and cons of using celebrities as spokespersons for a wealth management brand. Find out what Marie Swift, CEO of Impact Communications, and other industry professionals have to say about the risks and rewards. Read Star power? Athletes and Actors Join Fintechs as A-list Investors.
Marketing Playbook webinar #5 – August 2019
Marie Swift served as emcee for the fifth webinar sponsored by NAPFA in the Marketing Playbook series. In “Social Media Savvy,” guest presenter Jonny Swift of Impact Communications spoke about: using social media to solidify relationships and expand your reach; simple ways to create interactivity and engagement online; and tools for mining your social media accounts and netting new leads. The webinar series features tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
TD Ameritrade’s Independent Advisor magazine – August 2019
Strong branding builds trust and can attract new clients. “Brand” is more than a buzz word and it is important for financial advisors to understand all the components. Marie Swift of Impact Communications provides advice and gives an example of an advisory firm that has used strong positioning and a keen focus on their niche market to build a brand that really works. Read What’s In a Brand? now.
Indigo Marketing Podcast for Advisors – July 25, 2019
Marie Swift of Impact Communications is a guest on the Marketing Podcast with host Claire Aiken of Indigo Marketing. One of the things they discuss is the easiest way to record high-quality videos for your website. Learn how to Stand Out from the Crowd in this fun, 20-minute conversation.
Marketing Playbook webinar #4 – July 2019
Marie Swift served as emcee for the fourth webinar sponsored by NAPFA in the Marketing Playbook series. In “Mastering the Digital Prospecting Formula,” guest presenter Robert Sofia of Snappy Kraken spoke about: Understanding the modern buyer’s journey, avoiding the big three marketing lies most advisors fall for, content creation and digital marketing. The webinar series features tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
Yahoo! Finance – June 20, 2019
Impact Communications is leading the charge again to produce the second annual Advisor Thought Leader Summit. The event – which is being billed as an interactive workshop and "media training on steroids" – will take place Aug. 12-13, 2019 at Rockhurst University. Broadcast professional Pam Krueger www.PamKrueger.com will personally coach and interview all participants, helping them to reach their full potential as a financial services professional. Read Advisor Thought Leader Summit Slated for August 2019.
Executive Roundtable Journal - Q2 2019 - June 2019
Marie Swift serves as the managing editor for this new quarterly journal produced specifically for board members and executives in the financial services industry. This issue is dedicated to transformative change and good governance. To view the second issue in its entirety, click here.
Financial Planning magazine – June 2019
Now that the SEC has passed Reg BI, brokers will be able to market themselves as serving their clients' best interest — an entitlement previously reserved for RIAs. In a special webinar, Marie Swift of Impact Communications, Knut Rostad of the Institute for the Fiduciary Standard, and Allan Slider of FeeOnlyNetwork, provided thoughts on how RIAs can stand out. Ann Marsh, a reporter for Financial Planning magazine, sat in and subsequently published this article: 7 Ways RIAs can beat Brokers in a Reg BI World.
Marketing Playbook webinar #3 – June 2019
Marie Swift served as emcee for the third webinar sponsored by NAPFA in the Marketing Playbook series. In “Improving Your Online Presence,” guest presenter Allan Slider of FeeOnlyNetwork.com spoke about: Search Engine Optimization (SEO) for today's independent advisor; Maximizing the value of your affiliation and designation profiles; and Who owns your online reputation? The webinar series features tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
Dimensional SoCal Super Summit – June 2019
Marie Swift led a 90-minute marketing workshop for Dimensional Fund Advisors (DFA) on June 27th. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
Financial Advisor IQ - June 20, 2019
Now that broker/dealers can market themselves as having their clients’ best interest at heart, thanks to the SEC’s recently approved Regulation Best Interest, RIAs will need to step up their efforts to differentiate themselves, experts say. This article recaps a webinar on Reg BI realities. Marie Swift is quoted. Read What RIAs Need to Do in Light of the SEC’s Reg BI.
Financial Advisor magazine - June 18, 2019
Advisors who want to market themselves now that the Securities and Exchange Commission has given brokers “best interest” standing in clients’ eyes, need to start showing the advantages of working with a fiduciary while underscoring brokers’ weaknesses. That’s the advice a panel of experts delivered yesterday during “Differentiation for RIAs in a Reg BI World”-- a webinar that encouraged advisors to get a jump on marketing and branding now that the SEC is allowing brokers to tell clients that they provide advice that is in their “best interest” without registering as fiduciary advisors. Marie Swift is quoted. Read RIAs Warned: Ramp Up Marketing Before BDs Roll Out 'Best-Interest' Campaigns.
Fiduciary Webinar – June 2019
Reg BI is now a reality. How do fiduciary advisors clearly and effectively differentiate what they do from what the brokerage industry says? Marie Swift was a panelist in this webcast discussion that also included Allan Slider of FeeOnlyNetwork.com and Knut Rostad of the Institute for the Fiduciary Standard. Click to access the recording Differentiation for RIAs in a Reg BI World.
T3TechnologyHub – May 21, 2019
In this article, author Marie Swift says she’s lost track of the number of Tiburon CEO Summits she’s attended, but a quick mental check puts her attending at least a dozen and maybe more. What goes on behind closed doors (and even in the hallways) at the Tiburon CEO Summits is not revealed to the general public – and for good reason. Click to read this sanctioned summary: Technology Insights from the Tiburon CEO Summit.
FinTekNews - May 20, 2019
Held twice a year for the past 18 years, the Tiburon CEO Summit has become one of the most sought-after tickets in the world of finance. The Impact Communications’ team was there to help with onsite logistics, video capture and handle public relations. Click to read this sanctioned summary: Industry Titans Gathered In NYC In April For The 36th Tiburon CEO Summit To Talk Tech & Finserve Trends.
Marketing Playbook webinar #2 – May 2019
Marie Swift served as emcee for the second webinar sponsored by NAPFA in the Marketing Playbook series. In “A Bountiful Harvest of New Clients,” guest presenter Stephen Wershing of The Client-Driven Practice spoke about: Creating a niche that grows clients; Planting seeds in daily conversations; Client advisory boards and other feedback. The webinar series features tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
Marketing Playbook webinar #1 – April 2019
Marie Swift kicked off a series of webinars sponsored by NAPFA with her signature presentation “Marketing that Works for Advisors Today” in which she spoke about: Standing out in a noisy, digital world; Creating a marketing plan that works for you; What does and doesn’t work for other successful advisors. The webinar series features tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
Virtual Press Conference – March 2019
Professional journalists, who were invited by Impact Communications to attend, joined a group of investor advocates and fiduciary advisor groups for a virtual press conference on March 6, 2019. This important press briefing brought leading fiduciary voices and investor advocates together to discuss how investors must “show their swagger” and protect themselves. Click to access the recording of this 1-hour Virtual Press Conference: Fiduciary Groups to Investors - Show Us Your Swagger.
Executive Roundtable Journal - Q1 2019 - February 2019
Marie Swift serves as the managing editor for the premier issue of this new journal produced specifically for board members and executives in the financial services industry. Click here to download her published interview with Nathan Bachrach of Simply Money Advisors. To view the entire first issue, visit: https://www.wealthmanagement.com/digital-edition-executive-roundtable-journal-first-quarter-2019
Dimensional Media Summit – February 2019
Marie Swift led a 90-minute marketing workshop for Dimensional Fund Advisors (DFA) on February 19th. Throughout the interactive experience she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicted the wisdom in the room. Learn more about Dimensional Fund Advisors here.
Consumer Awareness Campaign – February 2019
Impact Communications worked with the Institute for the Fiduciary Standard to set up a new website and consumer awareness campaign centered what it means to be a fiduciary -- to work with an advisor who is truly on your side. Learn more about the #AdvisorOnMySide initiative at www.AdvisorOnMySide.org.
ThinkAdvisor.com - January 03, 2019
Finance marketing pros tell ThinkAdvisor what they think of recent ads from Wells Fargo, Schwab, Fisher and others. Read the article, TV Ads in Financial Services: What Works, What Doesn't, where Marie Swift discusses why authenticity works.
AICPA Personal Financial Planning Summit – January 2019
Marie Swift led a 90-minute marketing workshop for the AICPA on January 8th. Throughout the interactive experience she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with conference-wise-woman and television personality Jill Schlesinger drew the audience out and elicted the wisdom in the room. Click here to access a related 15-minute podcast and learn more about the AICPA retreat for Personal Financial Planners.
Marie Swift serves as the managing editor for this new quarterly journal produced specifically for board members and executives in the financial services industry. This issue is dedicated to advisor power and the last three fee. To view the fourth issue in its entirety, click here.
Dimensional Bay Area Study Group – December 2019
Marie Swift led a 90-minute marketing workshop for Dimensional Fund Advisors (DFA) on December 17th. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
Barron's - December 18, 2019
Steve Garmhausen interviewed Marie Swift and a who's who list of financial services executives and financial advisors to find out what's happening when it comes to endorsements of all types -- including celebrity endorsements and client testimonials. It may sound far-fetched right now, but as the SEC overhauls its advertising rules for the first time since 1961, the financial advisor world is abuzz over how much might be permitted. Advisors have been limited as marketing and advertising have shifted from traditional media. “There has been a profound shift to online – social media, Google ads, pay-per-click on social media, organic content on social media as well as what you pay for,” says Marie Swift, chief executive of Impact Communications. Read: For Financial Advisor Ads, A New Frontier.
Dimensional North Carolina Study Group – December 2019
Marie Swift led a 90-minute marketing workshop for Dimensional Fund Advisors (DFA) on December 5th. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
RIABiz.com - November 2019
Schwab shifting its headquarters to Texas on top of the TD Ameritrade merger seems to please nobody -- outside of the Dallas Chamber of Commerce, says the editor of RIABiz. This executive decision is especially painful for Omaha, where TD Ameritrade built a $250 million headquarters in 2013. The pain is due, in part, to the blow in morale at losing a headquarters, and, in part, to the job losses that are sure to follow, says Marie Swift, president and CEO of Impact Communications, in Leawood, Kansas. Read the full story on the Schwab Headquarters Shift.
FinTechTV - November 2019
President and CEO of Impact Communications Marie Swift describes the atmosphere at the T3 Technology Conference for Enterprises, what differentiates the event, and some of the major themes. Produced by Joel Bruckenstein and his conference team, the annual event was held this year in Ft. Lauderdale. Impact Communications has long worked with Bruckenstein and T3 as the PR and marketing agency of choice. Watch the FinTechTV video interview.
ACP Annual Conference – November 2019
Jonny Swift produced audio and video clips for the Alliance of Comprehensive Planners (ACP) while at their annual conference, held this year in San Diego. Marie Swift convinced a panel of top journalists to join her for an exciting panel presentation on working with the media -- a big thanks to Liz Weston, Pam Krueger, Gail MarksJarvis, Bob Veres and Lynn O'Shaughnessy as well as all the ACP members who pitched "the Sharks." Marie also lead an interactive session on Message Mapping and how to create a more compelling value proposition. Learn more about the Alliance of Comprehensive Planners conference here.
FMG Suite - October 2019
Marketing is critical to a financial advisor’s business and broker/dealers want to provide solutions that make it easy for advisors. Plus, this heavily regulated industry adds another level of complexity when evaluating marketing technology. Learn more from a panel of industry leaders, led by Marie Swift of Impact Communications, as they discuss challenges and opportunities for enterprises [recorded webcast: 59 minutes] Marketing Solutions for Today's Advisors
TD Ameritrade’s Independent Advisor magazine – September 2019
Public relations (PR) is the art of cultivating a good relationship with the public—usually by getting unpaid coverage in the media—and it can drive higher ROI than traditional advertising or marketing efforts. Marie Swift of Impact Communications provides advice and gives an example of an advisory firm that has because they have done PR the right way they are now reaping significant benefits. Read Spin City: Mastering the Art of Public Relations.
Marketing Playbook webinar #6 – September 2019
Marie Swift served as emcee for the sixth and final webinar sponsored by NAPFA in the Marketing Playbook series. In “Using Content to Attract Ideal Clients” guest presenter Bob Hanson of Quantum Leap Marketing spoke about: Generating qualified leads with webinars and podcasts; Creating special reports and other prospect magnets without having to write; Content leveraging tactics and other secrets to success. The webinar series featured tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
PR Newswire - September 2019
Marie Swift, President and CEO of Impact Communications, a full-service marketing and public relations firm established in 1993 to exclusively serve independent financial advisors and allied institutions, announced that her company has signed on as the exclusive press partner for the eighth annual Rocktoberfest in Chicago, which will be held on Oct. 10, 2019, at the City Winery. The fundraiser will benefit A Leg To Stand On (ALTSO), a non-profit organization working in the developing world, bringing free orthopedic care to children whose families cannot afford treatment and prosthetic limbs. Get more details via PR Newswire.
WealthManagement.com Awards - September 2019
Impact Communications is pleased to work with "the best of the best" in the financial services industry. Founder Marie Swift celebrated with Impact friends and clients at the 3rd annual WealthManagement.com gala and awards dinner held September 12, 2019 at the Ziegfield Ballroom in Manhattan while Impact employee Jonny Swift emceed a session at Bob Veres' Insider's Forum in Nashville. Click to view some of our favorite finalists at the 2019 awards gala.
Executive Roundtable Journal - Q3 2019 - September 2019
Marie Swift serves as the managing editor for this new quarterly journal produced specifically for board members and executives in the financial services industry. This issue is dedicated to getting the most out of your tech investments. To view the third issue in its entirety, click here.
University of Missouri PFP News Page - August 2019
Three Mizzou students attended the Advisor Thought Leader Summit hosted by Impact Communications and Red Zone Marketing at Rockhurst University in Kansas City. Thanks to the generous financial support provided by Abacus Wealth Partners, these PFP students (as well as others who came from Utah Valley University and Kansas State University) were able to meet with many CEOs in the industry while they gained valuable networking skills, and learned how to stand out from the crowd when applying for positions as they seek to advance their careers. Read the full article written by one of the PFP Students by clicking here.
Financial Planning magazine – August 2019
This article discusses the pros and cons of using celebrities as spokespersons for a wealth management brand. Find out what Marie Swift, CEO of Impact Communications, and other industry professionals have to say about the risks and rewards. Read Star power? Athletes and Actors Join Fintechs as A-list Investors.
Marketing Playbook webinar #5 – August 2019
Marie Swift served as emcee for the fifth webinar sponsored by NAPFA in the Marketing Playbook series. In “Social Media Savvy,” guest presenter Jonny Swift of Impact Communications spoke about: using social media to solidify relationships and expand your reach; simple ways to create interactivity and engagement online; and tools for mining your social media accounts and netting new leads. The webinar series features tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
TD Ameritrade’s Independent Advisor magazine – August 2019
Strong branding builds trust and can attract new clients. “Brand” is more than a buzz word and it is important for financial advisors to understand all the components. Marie Swift of Impact Communications provides advice and gives an example of an advisory firm that has used strong positioning and a keen focus on their niche market to build a brand that really works. Read What’s In a Brand? now.
Indigo Marketing Podcast for Advisors – July 25, 2019
Marie Swift of Impact Communications is a guest on the Marketing Podcast with host Claire Aiken of Indigo Marketing. One of the things they discuss is the easiest way to record high-quality videos for your website. Learn how to Stand Out from the Crowd in this fun, 20-minute conversation.
Marketing Playbook webinar #4 – July 2019
Marie Swift served as emcee for the fourth webinar sponsored by NAPFA in the Marketing Playbook series. In “Mastering the Digital Prospecting Formula,” guest presenter Robert Sofia of Snappy Kraken spoke about: Understanding the modern buyer’s journey, avoiding the big three marketing lies most advisors fall for, content creation and digital marketing. The webinar series features tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
Yahoo! Finance – June 20, 2019
Impact Communications is leading the charge again to produce the second annual Advisor Thought Leader Summit. The event – which is being billed as an interactive workshop and "media training on steroids" – will take place Aug. 12-13, 2019 at Rockhurst University. Broadcast professional Pam Krueger www.PamKrueger.com will personally coach and interview all participants, helping them to reach their full potential as a financial services professional. Read Advisor Thought Leader Summit Slated for August 2019.
Executive Roundtable Journal - Q2 2019 - June 2019
Marie Swift serves as the managing editor for this new quarterly journal produced specifically for board members and executives in the financial services industry. This issue is dedicated to transformative change and good governance. To view the second issue in its entirety, click here.
Financial Planning magazine – June 2019
Now that the SEC has passed Reg BI, brokers will be able to market themselves as serving their clients' best interest — an entitlement previously reserved for RIAs. In a special webinar, Marie Swift of Impact Communications, Knut Rostad of the Institute for the Fiduciary Standard, and Allan Slider of FeeOnlyNetwork, provided thoughts on how RIAs can stand out. Ann Marsh, a reporter for Financial Planning magazine, sat in and subsequently published this article: 7 Ways RIAs can beat Brokers in a Reg BI World.
Marketing Playbook webinar #3 – June 2019
Marie Swift served as emcee for the third webinar sponsored by NAPFA in the Marketing Playbook series. In “Improving Your Online Presence,” guest presenter Allan Slider of FeeOnlyNetwork.com spoke about: Search Engine Optimization (SEO) for today's independent advisor; Maximizing the value of your affiliation and designation profiles; and Who owns your online reputation? The webinar series features tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
Dimensional SoCal Super Summit – June 2019
Marie Swift led a 90-minute marketing workshop for Dimensional Fund Advisors (DFA) on June 27th. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
Financial Advisor IQ - June 20, 2019
Now that broker/dealers can market themselves as having their clients’ best interest at heart, thanks to the SEC’s recently approved Regulation Best Interest, RIAs will need to step up their efforts to differentiate themselves, experts say. This article recaps a webinar on Reg BI realities. Marie Swift is quoted. Read What RIAs Need to Do in Light of the SEC’s Reg BI.
Financial Advisor magazine - June 18, 2019
Advisors who want to market themselves now that the Securities and Exchange Commission has given brokers “best interest” standing in clients’ eyes, need to start showing the advantages of working with a fiduciary while underscoring brokers’ weaknesses. That’s the advice a panel of experts delivered yesterday during “Differentiation for RIAs in a Reg BI World”-- a webinar that encouraged advisors to get a jump on marketing and branding now that the SEC is allowing brokers to tell clients that they provide advice that is in their “best interest” without registering as fiduciary advisors. Marie Swift is quoted. Read RIAs Warned: Ramp Up Marketing Before BDs Roll Out 'Best-Interest' Campaigns.
Fiduciary Webinar – June 2019
Reg BI is now a reality. How do fiduciary advisors clearly and effectively differentiate what they do from what the brokerage industry says? Marie Swift was a panelist in this webcast discussion that also included Allan Slider of FeeOnlyNetwork.com and Knut Rostad of the Institute for the Fiduciary Standard. Click to access the recording Differentiation for RIAs in a Reg BI World.
T3TechnologyHub – May 21, 2019
In this article, author Marie Swift says she’s lost track of the number of Tiburon CEO Summits she’s attended, but a quick mental check puts her attending at least a dozen and maybe more. What goes on behind closed doors (and even in the hallways) at the Tiburon CEO Summits is not revealed to the general public – and for good reason. Click to read this sanctioned summary: Technology Insights from the Tiburon CEO Summit.
FinTekNews - May 20, 2019
Held twice a year for the past 18 years, the Tiburon CEO Summit has become one of the most sought-after tickets in the world of finance. The Impact Communications’ team was there to help with onsite logistics, video capture and handle public relations. Click to read this sanctioned summary: Industry Titans Gathered In NYC In April For The 36th Tiburon CEO Summit To Talk Tech & Finserve Trends.
Marketing Playbook webinar #2 – May 2019
Marie Swift served as emcee for the second webinar sponsored by NAPFA in the Marketing Playbook series. In “A Bountiful Harvest of New Clients,” guest presenter Stephen Wershing of The Client-Driven Practice spoke about: Creating a niche that grows clients; Planting seeds in daily conversations; Client advisory boards and other feedback. The webinar series features tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
Marketing Playbook webinar #1 – April 2019
Marie Swift kicked off a series of webinars sponsored by NAPFA with her signature presentation “Marketing that Works for Advisors Today” in which she spoke about: Standing out in a noisy, digital world; Creating a marketing plan that works for you; What does and doesn’t work for other successful advisors. The webinar series features tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
Virtual Press Conference – March 2019
Professional journalists, who were invited by Impact Communications to attend, joined a group of investor advocates and fiduciary advisor groups for a virtual press conference on March 6, 2019. This important press briefing brought leading fiduciary voices and investor advocates together to discuss how investors must “show their swagger” and protect themselves. Click to access the recording of this 1-hour Virtual Press Conference: Fiduciary Groups to Investors - Show Us Your Swagger.
Executive Roundtable Journal - Q1 2019 - February 2019
Marie Swift serves as the managing editor for the premier issue of this new journal produced specifically for board members and executives in the financial services industry. Click here to download her published interview with Nathan Bachrach of Simply Money Advisors. To view the entire first issue, visit: https://www.wealthmanagement.com/digital-edition-executive-roundtable-journal-first-quarter-2019
Dimensional Media Summit – February 2019
Marie Swift led a 90-minute marketing workshop for Dimensional Fund Advisors (DFA) on February 19th. Throughout the interactive experience she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicted the wisdom in the room. Learn more about Dimensional Fund Advisors here.
Consumer Awareness Campaign – February 2019
Impact Communications worked with the Institute for the Fiduciary Standard to set up a new website and consumer awareness campaign centered what it means to be a fiduciary -- to work with an advisor who is truly on your side. Learn more about the #AdvisorOnMySide initiative at www.AdvisorOnMySide.org.
ThinkAdvisor.com - January 03, 2019
Finance marketing pros tell ThinkAdvisor what they think of recent ads from Wells Fargo, Schwab, Fisher and others. Read the article, TV Ads in Financial Services: What Works, What Doesn't, where Marie Swift discusses why authenticity works.
AICPA Personal Financial Planning Summit – January 2019
Marie Swift led a 90-minute marketing workshop for the AICPA on January 8th. Throughout the interactive experience she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with conference-wise-woman and television personality Jill Schlesinger drew the audience out and elicted the wisdom in the room. Click here to access a related 15-minute podcast and learn more about the AICPA retreat for Personal Financial Planners.