InvestmentNews - May 2021
New research from Matthew Jackson of Dialektic Consulting and Bob Veres of Inside Information argues that clients want to see the real person behind the advice. The focus on being authentic, both personally and professionally, represents one segment of the report, which tapped the insights of 16 industry experts -- including Impact Communications' CEO and founder, Marie Swift. The report also looks at bringing in professional leadership, developing a niche and rebuilding your technology from the ground up. “We are entering the age of the fully transparent, self-expressed, truly alive, three-dimensional professional,” said Swift. Read now: RIA Marketing is Getting More Personal, Transparent.
Dialektic Consulting - May 2021
In Section 3 of 'New Frontiers' addresses the #propersonal approach to marketing, Marie Swift and fellow marketing professionals explain how authenticity and credibility work in the online age. We also learn how "authenticity" is not just about the founder, but extends to all members of your team. The future is decentralized. For financial advisory firms ready to pursue the New Frontier: This is a really good 10-minute learning session with additional insights from Dialektic's Matthew Jackson. View 10 minute segment on Vimeo: https://lnkd.in/g5siJp4. Get the full report here: https://lnkd.in/g3-VuwS. Read a summary here: https://lnkd.in/gdumAba.
Business Digest – May 2021
In this issue you’ll hear insightful ideas from successful entrepreneurs such as Marie Swift, founder and CEO of Impact Communications. “They make things happen!,” says editor Fanele Moyo. In her contributed article, Marie talks about communications and how business leaders can reassure people in uncertain times. The article also summaries the Conversations That Matter study produced by Impact Communications in partnership with Allianz Advisory Solutions in 2020. Free Subscription for a limited time only: https://www.bestbusinessdigest.com/lifetime-subscription. Read Communications Matter by Marie Swift now.
Inside Information - April 2021
Bob Veres of Inside Information provides an overview of the New Frontiers in Wealth Management report, which includes comments from sixteen experts who were interviewed for the paper, including Marie Swift of Impact Communications. Matthew Jackson of Dialektic Consulting, co-author of the paper, is already working as a Peak 2 business consultant in the advisor space, helping future-forward businesses navigate the best path through the adaptive valley. Think of the white paper as an evolutionary roadmap for a small number of advisors, and firms, who have the courage to jump out of a comfortable environment seeking something dramatically better.
New Frontiers in Wealth Management - April 2021
A new research report offers a look at the next iteration of professional financial planning firms—in four dimensions. Sixteen experts were interviewed for the paper, including Marie Swift of Impact Communications, who said that authenticity is an important element of the modern marketing equation. Written by Bob Veres of Inside Information and Matthew Jackson of Dialektic Consulting, the report provides the insights required to navigate the hyper-rapid changes and outlines the next stage of the profession’s evolution. Download the report here: dialektic.net/download/619/ or visit the summary here: dialektic.net/new-frontiers-in-wealth-management/. Watch a short video introduction by Matthew Jackson: https://vimeo.com/540011109.
NAPFA Playbook Webinar – April 2021
In this webinar, Mastering the Conversation: Client Care, Self-Care, and Lessons Learned from 2020, Marie Swift spoke with an all-star panel about improving communications skills and resiliency. Heather Kelly from Allianz Life Insurance Company of North America; John Enright, owner of a financial advisory firm and founder of the Custom Advisor Network; and Bonnie Sewell from American Capital Planning discussed what we learned via the Conversations That Matter project in 2020, and tips for mastering client conversations in 2021 and beyond. Check the NAPFA "store" for replay options.
Mindset Mastery Podcast –April 2021
In Aligning Dreams, Desire and Positive Motivation, New York Times best-selling author and industry thought leader, Steve Sanduski, talks with Mindset Mastery host Marie Swift about how people make decisions, the art of storytelling and living your dream as a financial planner today. Sanduski says that telling stories is the best way to connect heart and mind. He talks about “reframing the conversation” and reinventing ourselves on a daily basis and also shares an exercise that will help financial planners determine how referral-worthy they really are. Access all the Mindset Mastery segments here.
Financial Planning - March 2021
Interesting article about advisor websites and online presence, including the cost and service spectrum, best practices, new options, etc. Marie Swift, founder and CEO of Impact Communications is one of the experts quoted. Impact’s sites start at $3,600 and go all the way up to $12,000 for richly-designed sites that come with concierge support, according to Swift. Advisors can go beyond their main web page by building “microsites.” Designed to generate leads, microsites with titles like “The 5 most important money moves for physicians” or “How to take advantage of new tax laws” invite readers to click through or fill out contact forms if they want more information. Read: How to build the best practice website — without paying $20,000.
NAPFA Playbook Webinar – March 2021
Kristin Harad and Marie Swift tag-teamed to share Growth Strategies for 2021 and beyond. They provided two different frameworks and tools for creating your own marketing plan. Swift included some calculators and templates as well. Check the NAPFA "store" for replay options.
Mindset Mastery Podcast –March 2021
In Hard Times Call for Soft Skills, best-selling author and long-time leader of the Life Centered Financial Planning movement, Mitch Anthony, talks with Mindset Mastery host Marie Swift about resiliency, positive psychology and how financial advisors can better connect with and serve their clients. He encourages us to recognize both the uniqueness and the singularity of the moment. Access all the Mindset Mastery segments here.
NAPFA Playbook Webinar – February 2021
In Implementing Your 2021 Strategy with Operations at the Wheel with Playbook emcee Marie Swift, an all-star panel of NAPFA members shares their practical tools and insights as they begin the year addressing their firm’s key objectives. A strong direction within your operations is the key to make your office run better, your people produce more, and your processes run smoother. Join us to gain insights and areas of focus you should be thinking about in this new year.
Mindset Mastery Podcast – February 2021
In Transition Fatigue and the Post-Pandemic Future, guest Susan Bradley, a leading light within the financial life planning profession, talks with Mindset Mastery host Marie Swift about opportunities and challenges for financial advisors and their clients during times of major transition – such as the pandemic. Access all the Mindset Mastery segments here.
Wealth Management – January 2021
As we look into 2021, we have to ask what changes in consumer behavior and marketing strategies are here to stay? In this article, 2021 Advisor Marketing Predictions: 36 Must-Read Insights From the Experts, Robert Sofia of Snappy Kraken provides the results of a single poll question with input from 36 of the foremost financial industry marketing experts he knows who all made a prediction. Click to read Marie Swift’s prediction.
NAPFA Playbook Webinar – January 2021
Joe Lukacs of Magellan Mastermind & Network (www.coachjoe.guru) has coached thousands of financial advisors over the course of his 30-year career. He joined Playbook 2021 emcee Marie Swift of Impact Communications to talk about why most advisors fail to achieve their true potential and how creating a written strategic plan is the secret to next-level success. Click to access replay: Make 2021 Your Breakout Year!
Advisor Perspectives – January 2021
Bob Veres references the Conversations That Matter survey conducted by Marie Swift of Impact Communications (sponsored by Allianz and the RIA support team). He talks about The State of the Profession – and What to Look for in the Coming Year.
Mindset Mastery Podcast – January 2021
In Building a Life by Choice, Not Chance, Speaker/Author/Coach Chris Yonker talks about reducing stress when we are facing critical, consequential transitions in business or life. His expertise helps individuals find out what they want and then holistically create that in business performance, sales, leadership development, succession planning, mindset, and in their own personal lives. Access all the Mindset Mastery segments here.
New research from Matthew Jackson of Dialektic Consulting and Bob Veres of Inside Information argues that clients want to see the real person behind the advice. The focus on being authentic, both personally and professionally, represents one segment of the report, which tapped the insights of 16 industry experts -- including Impact Communications' CEO and founder, Marie Swift. The report also looks at bringing in professional leadership, developing a niche and rebuilding your technology from the ground up. “We are entering the age of the fully transparent, self-expressed, truly alive, three-dimensional professional,” said Swift. Read now: RIA Marketing is Getting More Personal, Transparent.
Dialektic Consulting - May 2021
In Section 3 of 'New Frontiers' addresses the #propersonal approach to marketing, Marie Swift and fellow marketing professionals explain how authenticity and credibility work in the online age. We also learn how "authenticity" is not just about the founder, but extends to all members of your team. The future is decentralized. For financial advisory firms ready to pursue the New Frontier: This is a really good 10-minute learning session with additional insights from Dialektic's Matthew Jackson. View 10 minute segment on Vimeo: https://lnkd.in/g5siJp4. Get the full report here: https://lnkd.in/g3-VuwS. Read a summary here: https://lnkd.in/gdumAba.
Business Digest – May 2021
In this issue you’ll hear insightful ideas from successful entrepreneurs such as Marie Swift, founder and CEO of Impact Communications. “They make things happen!,” says editor Fanele Moyo. In her contributed article, Marie talks about communications and how business leaders can reassure people in uncertain times. The article also summaries the Conversations That Matter study produced by Impact Communications in partnership with Allianz Advisory Solutions in 2020. Free Subscription for a limited time only: https://www.bestbusinessdigest.com/lifetime-subscription. Read Communications Matter by Marie Swift now.
Inside Information - April 2021
Bob Veres of Inside Information provides an overview of the New Frontiers in Wealth Management report, which includes comments from sixteen experts who were interviewed for the paper, including Marie Swift of Impact Communications. Matthew Jackson of Dialektic Consulting, co-author of the paper, is already working as a Peak 2 business consultant in the advisor space, helping future-forward businesses navigate the best path through the adaptive valley. Think of the white paper as an evolutionary roadmap for a small number of advisors, and firms, who have the courage to jump out of a comfortable environment seeking something dramatically better.
New Frontiers in Wealth Management - April 2021
A new research report offers a look at the next iteration of professional financial planning firms—in four dimensions. Sixteen experts were interviewed for the paper, including Marie Swift of Impact Communications, who said that authenticity is an important element of the modern marketing equation. Written by Bob Veres of Inside Information and Matthew Jackson of Dialektic Consulting, the report provides the insights required to navigate the hyper-rapid changes and outlines the next stage of the profession’s evolution. Download the report here: dialektic.net/download/619/ or visit the summary here: dialektic.net/new-frontiers-in-wealth-management/. Watch a short video introduction by Matthew Jackson: https://vimeo.com/540011109.
NAPFA Playbook Webinar – April 2021
In this webinar, Mastering the Conversation: Client Care, Self-Care, and Lessons Learned from 2020, Marie Swift spoke with an all-star panel about improving communications skills and resiliency. Heather Kelly from Allianz Life Insurance Company of North America; John Enright, owner of a financial advisory firm and founder of the Custom Advisor Network; and Bonnie Sewell from American Capital Planning discussed what we learned via the Conversations That Matter project in 2020, and tips for mastering client conversations in 2021 and beyond. Check the NAPFA "store" for replay options.
Mindset Mastery Podcast –April 2021
In Aligning Dreams, Desire and Positive Motivation, New York Times best-selling author and industry thought leader, Steve Sanduski, talks with Mindset Mastery host Marie Swift about how people make decisions, the art of storytelling and living your dream as a financial planner today. Sanduski says that telling stories is the best way to connect heart and mind. He talks about “reframing the conversation” and reinventing ourselves on a daily basis and also shares an exercise that will help financial planners determine how referral-worthy they really are. Access all the Mindset Mastery segments here.
Financial Planning - March 2021
Interesting article about advisor websites and online presence, including the cost and service spectrum, best practices, new options, etc. Marie Swift, founder and CEO of Impact Communications is one of the experts quoted. Impact’s sites start at $3,600 and go all the way up to $12,000 for richly-designed sites that come with concierge support, according to Swift. Advisors can go beyond their main web page by building “microsites.” Designed to generate leads, microsites with titles like “The 5 most important money moves for physicians” or “How to take advantage of new tax laws” invite readers to click through or fill out contact forms if they want more information. Read: How to build the best practice website — without paying $20,000.
NAPFA Playbook Webinar – March 2021
Kristin Harad and Marie Swift tag-teamed to share Growth Strategies for 2021 and beyond. They provided two different frameworks and tools for creating your own marketing plan. Swift included some calculators and templates as well. Check the NAPFA "store" for replay options.
Mindset Mastery Podcast –March 2021
In Hard Times Call for Soft Skills, best-selling author and long-time leader of the Life Centered Financial Planning movement, Mitch Anthony, talks with Mindset Mastery host Marie Swift about resiliency, positive psychology and how financial advisors can better connect with and serve their clients. He encourages us to recognize both the uniqueness and the singularity of the moment. Access all the Mindset Mastery segments here.
NAPFA Playbook Webinar – February 2021
In Implementing Your 2021 Strategy with Operations at the Wheel with Playbook emcee Marie Swift, an all-star panel of NAPFA members shares their practical tools and insights as they begin the year addressing their firm’s key objectives. A strong direction within your operations is the key to make your office run better, your people produce more, and your processes run smoother. Join us to gain insights and areas of focus you should be thinking about in this new year.
Mindset Mastery Podcast – February 2021
In Transition Fatigue and the Post-Pandemic Future, guest Susan Bradley, a leading light within the financial life planning profession, talks with Mindset Mastery host Marie Swift about opportunities and challenges for financial advisors and their clients during times of major transition – such as the pandemic. Access all the Mindset Mastery segments here.
Wealth Management – January 2021
As we look into 2021, we have to ask what changes in consumer behavior and marketing strategies are here to stay? In this article, 2021 Advisor Marketing Predictions: 36 Must-Read Insights From the Experts, Robert Sofia of Snappy Kraken provides the results of a single poll question with input from 36 of the foremost financial industry marketing experts he knows who all made a prediction. Click to read Marie Swift’s prediction.
NAPFA Playbook Webinar – January 2021
Joe Lukacs of Magellan Mastermind & Network (www.coachjoe.guru) has coached thousands of financial advisors over the course of his 30-year career. He joined Playbook 2021 emcee Marie Swift of Impact Communications to talk about why most advisors fail to achieve their true potential and how creating a written strategic plan is the secret to next-level success. Click to access replay: Make 2021 Your Breakout Year!
Advisor Perspectives – January 2021
Bob Veres references the Conversations That Matter survey conducted by Marie Swift of Impact Communications (sponsored by Allianz and the RIA support team). He talks about The State of the Profession – and What to Look for in the Coming Year.
Mindset Mastery Podcast – January 2021
In Building a Life by Choice, Not Chance, Speaker/Author/Coach Chris Yonker talks about reducing stress when we are facing critical, consequential transitions in business or life. His expertise helps individuals find out what they want and then holistically create that in business performance, sales, leadership development, succession planning, mindset, and in their own personal lives. Access all the Mindset Mastery segments here.
