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
Official description and link coming soon! Kristin Harad and Marie Swift tag-teamed to share 7 Elements of a Marketing Plan and Growth Strategies for 2021 and beyond. 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.
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
Official description and link coming soon! Kristin Harad and Marie Swift tag-teamed to share 7 Elements of a Marketing Plan and Growth Strategies for 2021 and beyond. 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.
