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Wealth Management 2023 Market Outlook Issue | December 2022
Jonny Swift wrote this bylined article for Wealth Management Magazine's 2023 Market Outlook issue, sharing how advisors can utilize testimonials in their marketing efforts - both effectively and compliantly - under the new SEC marketing rule. Read How Advisors Can Utilize Testimonials in Their Marketing Efforts |
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Swift Chats live from the MarketCounsel Summit | December 2022
Marie Swift and Dori Thomas of Impact Communications participated at the 2022 MarketCounsel Summit in Las Vegas. This by-invitation-only event brings together a who's who list of movers and shakers, registered investment advisors, and the compliance/legal experts at MarketCounsel for several days. This year, the 2022 gathering took place at the Four Seasons Resort and Hotel in Las Vegas. A series of short video interviews with some of those who attended is shown here. Watch the video series now . |
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Mindset Mastery | December 2022
In Episode #32 of Mindset Mastery, “Emotional Intelligence: How to Improve and Use EQ in Everyday Life,” host Marie Swift, CEO of Impact Communications, recaps the 2022 episodes so that listeners who missed one of these fabulous conversations can get a few quick tips from her summary – and make a note to go back and listen to the episodes that call to them. She also talks about Emotional Intelligence – commonly referred to as EQ, which stands for “emotional quotient.” While IQ tests measure our ability to solve problems, use logic, and grasp or communicate complex ideas. EQ tests measure our ability to recognize emotion in ourselves and others, and to use that awareness to guide our decisions. Special Note: In 2023, you’ll see a new album cover and series title! We will be shifting our monthly episodes a bit but will continue to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Listen to the 2022 Year-End Episode with Marie Swift now. |
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UpCity | November 2022
Impact Communications' Founder and CEO, Marie Swift, shares the process we use when deciding on which awards are worth submission for our clients. Read Does Your Business Apply For Awards? |
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Forbes | November 2022
With the end of the year approaching, members of the Forbes Agency Council are gearing up for 2023 events. "In 2023, my agency will definitely be participating at the T3 Technology Conference," says Marie Swift, who goes on to share why Impact will be at T3 2023. Read Upcoming Conferences These Agency Pros Wouldn’t Miss. |
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Mindset Mastery | November 2022
In Episode #31 of Mindset Mastery, "Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions," host Marie Swift speaks with author, poet, and teacher Gary J. Boelhower, PhD. As Professor Emeritus at The College of St. Scholastica, he continues to teach health humanities; healthcare ethics; living, dying and grieving; and leadership and wholeness. In this episode of Mindset Mastery, he tells us how to become grounded when we are afraid, when to use open-ended questions and inquisitiveness to reduce polarization, and what the most critical skill is if you want to make live a more meaningful life filled with authentic leadership. Listen to the Gary J. Boelhower interview now. |
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Forbes | November 2022
The best way to create raving fans—and new business—is to start solving problems and adding value even if you’re not being paid right then. So says Impact Communications' CEO Marie Swift in her comments for Forbes Agency Counsel. "Recently, my firm won a nice piece of business. When asked why they chose Impact Communications over the others, the CEO said we started adding value and solving problems right away. My motto: Always be a helper and give more than the competition.” Read 10 Ways To Leverage Relationship Marketing To Build Long-Term Loyalty. |
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SmartAsset | November 2022
In this SmartAsset article Impact's Vice President Jonny Swift discusses how Impact is working with clients to collect and harness testimonials and what financial advisors and investment professionals should know ahead of the SEC marketing rule that took effect on November 4th. Read 5 Things Advisors Should Know Before the Nov. 4 Marketing Rule Compliance Date |
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NAPFA Masterclass Trilogy: Marketing Playbook | October 2022
In the final webinar of the third Marketing Playbook Trilogy masterclass series, Impact Communications' Marie Swift and Jonny Swift are joined again by guest coaches Jody Jacobson, Natasha Knox, and Rita Cheng to provide interactive feedback to those who participated in the 3-part masterclass devoted to "content marketing." Participants shared some of the content on which they’d been working in this 75-minute capstone Zoom session. Access the session on-demand and sign up for upcoming classes here. |
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Yahoo! Finance | October 2022
The compliance date for the Securities and Exchange Commission's investment advisor marketing rule is November 4, 2022. To understand what financial advisors and investment professionals should know ahead of this important date, SmartAsset spoke with Jonny Swift, a marketing expert and vice president at Impact Communications, who along with a compliance professional shared the tasks investment professionals should complete. Read 5 Things Advisors Should Know Before the Nov. 4 Marketing Rule Compliance Date. |
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Mindset Mastery | October 2022
In Episode #30 of Mindset Mastery, “Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success,” host Marie Swift, CEO of Impact Communications, speaks with book author and financial educator Mac Gardner, CFP. In addition to his book for adults, Motivate Your Money, Mac has created a book, coloring and worksheets, and a fun game for kids ages 7+ called “The Four Money Bears: Berryville.” In this episode of Mindset Mastery, he talks about the five steps to financial success, how to motivate kids and others in our lives when it comes to money, and creating a good mindset as it relates to finances and life. Listen to the Mac Gardner interview now. |
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Forbes | October 2022
Storytelling was a key skill for marketers and advertisers even before digital, inbound and content marketing became ubiquitous methods of reaching target audiences, and it’s not one that can be picked up and mastered over the course of a day-long training session. Learning how to tell an effective story means learning what doesn’t work, which takes trial and error. Impact Communications CEO Marie Swift weighs in as a member of the Forbes Agency Council. Read 15 Agency Pros Share Valuable Storytelling Lessons Learned. Read 15 Agency Pros Share Valuable Storytelling Lessons Learned. |
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NAPFA Masterclass Trilogy: Marketing Playbook | September 2022
In the second webinar of the third Marketing Playbook Trilogy masterclass series, Impact Communications' Jonny Swift digs into "content marketing" – what it is and how to create compelling content that draws the right people to you and your firm. Access the session on-demand and sign up for upcoming classes here. |
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Yahoo! Finance | September 2022
Wealth management practitioners gained access to a new resource today with the launch of Action! magazine, available now in print and digital format. The publication, led by veteran journalist Suleman Din, provides actionable content including downloadable templates, tactical checklists, practical how-to articles and video guides. Action! will be guided by a diverse and experienced industry advisory group, which includes Impact Communications founder and CEO, Marie Swift. Read about Action! magazine and the industry advisory group by clicking here. |
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Mindset Mastery | September 2022
In Episode #29 of Mindset Mastery, “Blessings In Disguise: Using Obstacles to Fuel Success,” host Marie Swift, CEO of Impact Communications, speaks with award-winning journalist Veronica Dagher. In addition to her work as a personal finance reporter for the Wall Street Journal, Dagher is the author of “Resilience: How 20 Ambitious Women Used Obstacles to Fuel Their Success,” an ebook published by the WSJ and exemplified through the WSJ podcast she created and hosted called “Secrets of Wealthy Women,” where she interviewed some of the most successful women in business, media and entertainment. In this episode of Mindset Mastery, she shares some of her favorite stories and lessons learned from those interviews and conversations. Listen to the Veronica Dagher interview now. |
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Yahoo! Finance | August 2022
Impact Communications is up for "a Wealthie" award again this year. Nominated for Digital Campaign of the Year by the National Association of Personal Financial Advisors (www.NAPFA.org) for our ongoing work on the NAPFA Playbook and Mindset Mastery series, this news release provides all the details and even summaries all the other Impact clients who are up for Wealthies this year. Winners will be announced September 8, 2022, at a black tie/red carpet gala in Manhattan. Read Wealthies 2022 Finalists: Allianz, NAPFA, Advyzon, Finance of America Reverse, Impact Communications to attend gala, accept awards |
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NAPFA Masterclass Trilogy: Marketing Playbook | August 2022
In the first webinar of the third Marketing Playbook Trilogy masterclass series, Impact Communications' Marie Swift and Jonny Swift join Jody Jacobson, Natasha Knox, and Rita Cheng, to discuss what "content marketing" is and why it is so important in today's digital world. Voice and authenticity, focused educational components, niche market targeting and keywords all play a part in building a strong online presence that "pulls" the right people to you, while subtly repelling the wrong people. Access the session on-demand and sign up for upcoming classes here. |
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Wealth Management Midyear Outlook Issue | August 2022
Jonny Swift wrote this bylined article for Wealth Management Magazine's Midyear Outlook issue, sharing four marketing musts for advisors and how they can avoid some marketing missteps. Read Four Marketing Musts For Financial Advisors |
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NAPFA Advisor Magazine | August 2022
Jonny Swift wrote this bylined article for NAPFA Advisor Magazine detailing how advisors can effectively create and implement case studies and ideal client profiles, specializing your business to better serve ideal clients and drive more of them to your firm. Read How Ideal Client Profiles and Case Studies Improve Advisor Marketing |
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Mindset Mastery | August 2022
In this podcast episode, host Marie Swift speaks with Anabel Diaz, CFP®, MSFP of Natural Bridges Financial Advisors, Cassandra Kirby, CFP®, EA of Braun-Bostich & Associates, Inc., and Dani Parris-Exline, AFC® of Peace of Mind, LLC about mentorship, career paths, and how taking a DEIB (diversity, equity, inclusion, belonging) stance improves team dynamics, productivity, and innovation within an organization. Listen to Episode #28: Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship |
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Zoomcast: Marketing That Works for Advisors Today | July 2022
In this fun, 1-hour educational session, you will learn what’s working – and what’s not – when it comes to client communications and building business through thick and thin. Marketing maven Marie Swift of Impact Communications shares a framework for marketing success, numerous examples of how other advisors are generating results, and formulas for making everything easier for you to see and do. Social media marketing colleague, Charlie Van Derven of Social Advisors, hosts the Zoomcast and weighs in with additional insights. Watch Tales from the Trenches: Marketing that Works for Advisors Today |
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UpCity.com | July 2022
Impact Communications has been selected as one of the Top Social Media Marketing Agencies by UpCity.com. UpCity's Recommendability Rating uses their proprietary algorithm that utilizes digital signals to measure the credibility and trustworthiness of businesses. Read Impact Communications selected as a "Top Social Media Marketing Agency" |
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Expertise.com | July 2022
Impact Communications has been named as one of the 6 Best PR Firms in Kansas City by Expertise.com. The screening process accounts for reputation, professionalism, and years of experience. Read Impact Communications Makes "Top 6 PR Firms in KC" List |
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Yahoo! Finance | July 2022
Marie Swift is quoted in this article for Yahoo! Finance about helping other women excel and advance in the workplace. Swift describes how women in elevated positions can act as role models for those around them and how a woman who mentored her impacted her career and growth. Read Cultivating Future Female Leaders: How to Elevate Other Women in the Workplace |
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Mindset Mastery | July 2022
In this podcast episode, host Marie Swift speaks with Dr. Alex Melkumian, author of 'Financial Psychology: Restoring Financial Wellness in a Post-COVID Economy' and licensed Marriage and Family Therapist and founder of Financial Psychology Center in Los Angeles. The two discuss the factors behind financial psychology, how stress works, and how to regain control over your emotions. Listen to Episode #27: Financial Stress: Practical Solutions for Overcoming this Hidden Epidemic |
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Forbes | June 2022
Impact’s CEO, Marie Swift, is an official member of Forbes Agency Council. In her latest piece of thought leadership, she talks about when NOT to speak to the press - and how to manage uncomfortable press inquiries with ease. Read Not All Press Is Good Press: When To Talk To The Media (Or Not) . |
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NAPFA Masterclass Trilogy: Marketing Playbook | June 2022
In the third webinar of the second Marketing Playbook Trilogy masterclass series, Impact Communications' Marie Swift and Jonny Swift join Alex Cavalieri, Co-Founder and CEO of Seven Group, to provide live, interactive feedback to participants focused on using email marketing and social media as "push" strategies. Several participants brought email and/or social media campaigns they had created, others brought ideas and concepts to discuss, and a great 75 minute conversation based on "show and tell" ensued. Access the session on-demand and sign up for upcoming classes here. |
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Financial Planning Magazine | June 2022
Financial advisors need to get more personal, educational on social media. So says the Hearsay 2022 Financial Services Social Selling Content Study -- and Jonny Swift of Impact Communications agrees. In this interview with FP Reporter Justin Mack, Swift explains why. Read Why Financial Advisors Need to Get More Personal, Educational on Social Media. |
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Mindset Mastery | June 2022
In this Mindset Mastery podcast episode, Marie Swift interviews Dr. Travis Parry, former financial advisor, holder of a Doctorate in Family and Human Development and a Masters in Psychology, and author of the forthcoming book, Balanced Growth. The two discuss how advisors can learn to steer themselves and loved ones towards a more fulfilling life and harness time management to achieve your personal goals and growth. Listen to Episode #26 - Mind Your Balance: Creating Effortless Success and True Happiness in Your Life. |
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INTV with Gregg Greenberg via InvestmentNews.com | June 2022
In this video interview with InvestmentNews, which was recorded live at the first-ever Jolt! Marketing conference for financial advisors, Marie Swift of Impact Communications explains why advisers should embrace third-party testimonials and podcasts as a method for promoting their business. Show anchor Gregg Greenberg poses all the right the questions. Watch Listen Up Advisers! Third Party Testimonials Perfect for Promoting Your Firm. |
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Forbes Agency Council | June 2022
Marie Swift weighs in on the best ways to get visitors to your website to provide their contact information as a part of this Forbes Agency Council Post. "The first and only rule is to appeal to the visitor’s self-interest," Swift explains. Read 13 Ways to get Website Visitors to Provide Their Contact Information. |
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NAPFA Masterclass Trilogy: Marketing Playbook | May 2022
In the second webinar of the second Marketing Playbook Trilogy masterclass series, Marie Swift and Jonny Swift of Impact Communications and Alex Cavalieri, Co-Founder and CEO of Seven Group, breakdown the 'how' of using email marketing and social media as "push" strategies. They explain how to get started with email programs like MailChiimp or Active Campaign, how to manage and segment lists, how to set up automations, and more. Access the session on-demand and sign up for upcoming NAPFA masterclasses here. |
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WMTV Fast Chat via WealthManagement.com | May 2022
At the first-ever Jolt! Conference, Timothy Welsh president at Nexus Strategy and Marie Swift of Impact Communications discuss the mix of old-school marketing and current digital strategies advisors can draw on to promote their business. Watch the video: Marie Swift on Advisor Triage and Becoming Your Best Brand Advocate. |
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Mindset Mastery | May 2022
In this podcast episode, guest host Geoffery Brown, CEO of the National Association of Personal Financial Planners (NAPFA), speaks with Dr. James Pogue, an expert who focuses on helping business leaders understand unconscious bias about how leaders can make wide-reaching, long-lasting cultural change. Listen to Episode #25 - Beyond DE&I: Inclusive Leadership and What It Means for Business Leaders Today. |
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Inside Information, April 2022
In article on digital marketing, industry influential Bob Veres reports: RIA Braun-Bostich & Associates has recently upped its PR game by hiring Impact Communications, Inc. “They send us requests from journalists and we respond to those requests and talk to reporters,” says Amy Braun-Bostich. She says that this amounts to at least three requests a week, and sometimes multiple per day. “Honestly, we don’t have time to respond to all the requests that we’ve been getting,” she says. “If you look at our website,” adds CMO Steve Conroy, “at the bottom of our home page you’ll see a lot of ‘as seen in’ articles that our advisors have contributed to. It’s a daunting list,” he adds, “and everything there has occurred within the last year [since hiring Impact].” Read Digital Marketing article now. |
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NewsBreak | April 2022
Marie Swift is spotlighted on this list of the top business contributors to Forbes. The list includes the top ten writers with an extensive amount of experience, in-depth industry knowledge, and a proven track record whose insights can guide those running a business or trying to start one. Read Top 10 Retail & Wholesale Business Contributors of Forbes. |
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NAPFA Masterclass Trilogy: Marketing Playbook | April 2022
In the first session of the second Marketing Playbook Trilogy masterclass series, Impact Communications' Marie Swift and Jonny Swift, join Alex Cavalieri, Co-Founder and CEO of Seven Group, to break down the "what" of using email marketing and social media as push strategies. They cover how to effectively use email communications and social media to push out content, why advisors should embrace an automated lead nurture sequence, and offer examples of how other advisors are using it. Access the session on-demand and sign up for upcoming NAPFA masterclasses here. |
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Forbes | April 2022
In today's fast-paced digital world, business leaders need to be ready for media attention and market scrutiny—both good and bad. Bad news can strike quickly, demanding either the same or more attention than good news. Here are some communications tips to help your organization maintain crisis control. Marie Swift is a member of the Forbes Agency Council, an invitation-only community for executives in successful public relations, media strategy, creative and advertising agencies. Read Is Your Business Ready to Communications in the Event of a PR Crisis? by Marie Swift |
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Mindset Mastery | April 2022
Marie Swift, Mindset Mastery show host, speaks with Bill Cates, founder of Referral Coach International and the creator of the Bill Cates Relationship Marketing System™, about "marketing message overload," how advisors and other business professionals can break through to create meaningful connections, formula for creating a culture of client-centered introductions based in neuroscience, and building an effective website. Listen to Episode #24 - Radical Relevance: Building Share of Mind with the Right People the Right Way. |
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Forbes Agency Council | March 2022
As a member of the Forbes Agency Council, Marie Swift has her own member page featuring articles to which she has contributed her expert insights. Find all articles featuring her input on the Marie Swift Forbes Agency Council page. |
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Forbes | March 2022
Internal company issues are becoming public faster and more frequently through social media, which can create a public relations nightmare in minutes. In this article from the Forbes Agency Council, Marie Swift advises firms to issue a holding statement swiftly to "effectively control the narrative with minimal effort as you get a handle on the scope of the crisis." Read How to Counter Negative Publicity About Internal Company Issues. |
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Yahoo Finance | March 2022
This article for Yahoo! Finance details Marie Swift's selection for the Forbes Agency Council. Scott Gerber, founder of Forbes Councils, commented that they "are honored to welcome Marie Swift into the community. Our mission with Forbes Councils is to make an impact on the business world." Read about Marie Swift joining the Forbes Agency Council. |
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NAPFA Masterclass Trilogy: Marketing Playbook | March 2022
In the final session of the first Marketing Playbook masterclass series, Impact Communications' Marie Swift and Jonny Swift join Claire Akin, President and CEO of Indigo Marketing Agency, to provide live feedback for advisors who created a lead magnet and shared it with the coaches/participants for review. The 75 minute capstone session to this first masterclass in a trilogy that aims to take financial planners "from theory to practice" has been a big hit. In fact, the series is a Finalist in the 2022 "Wealthies" competition, now in its eighth year via WealthManagement.com. Access the session on-demand and sign up for upcoming NAPFA Masterclasses here. |
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Mindset Mastery | March 2022
Caroline Gaynor, coach for fiduciary advisors through Avantis Investors, who in her free time serves as a guide for sight-impaired athletes, talks with Mindset Mastery podcast host Marie Swift about maintaining focus in all situations, communicating in a way that works for everyone, and handling the unexpected in this episode. Listen to Episode #23 - It’s Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes. |
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Elementality | March 2022
In this Elementality podcast, Marie Swift explains to show host Reese Harper some common mistakes advisors make when trying to attract new clients and why they should put the same deliberation into their marketing plan that they do for their financial ones. Listen to 5 Marketing Mistakes You Need to Avoid with Marie Swift. |
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GO Banking Rates | March 2022
Marie Swift tells reporter Gabrielle Olya how women who have already made it can serve as role models for other women who are up and coming. She shares how her own mentors shaped her approach to leadership roles, how she supports the underdog and leading by example for the next generation. Read Cultivating Female Leaders: How to Elevate Other Women in the Workplace. |
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Mindset Mastery | February 2022
Mindset Mastery host Marie Swift speaks with Saundra Davis, MS, APFC, financial coach, educator and trainer, distinguished Adjunct Professor at Golden Gate University, and founder of Sage Financial Solutions about how to uncover the emotions behind our motivations and financial decisions, to stay present, and support those around us. Listen to Episode #22 - Level Up: How Mindfulness and Self Reflection Can Change the World in full. |
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Mastering The Conversation | February 2022
When the Advisory Solutions arm of Allianz came to Impact Communications in 2019, they were seeking strategic consultative services, content creation, and a powerful brand ambassador. As a result of that engagement, in 2020 work began on The Conversations That Matter project -- a project that won several awards in 2021. Now, just revealed, is the new follow-on paper, Mastering The Conversation, that Impact Communications helped the Allianz team concept, organize, write, produce, and publicize. Marie Swift, founder and CEO of Impact Communication, was pleased to spearhead the project. Access Mastering The Conversation: A Guide to Excellent Communication here. |
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NAPFA Masterclass Trilogy: Marketing Playbook | February 2022
Impact Communications' Marie Swift and Jonny Swift, and Claire Akin, President and CEO of Indigo Marketing Agency explain how to create a lead magnet and use it to build your prospective client list in the second session of their NAPFA marketing masterclass series on using gated lead magnets as a "pull strategy." Access the session on-demand and sign up for upcoming classes here. |
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APEX Award Announcement | February 2022
Impact Communications, Inc. won a Grand Award in the APEX 2021 competition. The judging committee gave the nod to the "Conversations That Matter" project, which was produced in partnership with the Advisory Solutions arm of Allianz Life Insurance Company of North America. The Grand Award for this work falls under the APEX category Campaigns, Programs and Plans. Read: Impact Communications Earns Grand Award in APEX 2021 Competition. |
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Mindset Mastery Podcast | January 2022
Paul Kingsman, Olympic bronze-medalist and author of The Distraction-Proof Advisor talks with Mindset Mastery podcast Marie Swift about why unwavering focus is the attribute that truly determines whether a person becomes successful in their pursuits or falls short of their goals in this podcast episode. Listen to Episode #21 - Optimal Performance: Insights from an Olympic Medalist. |
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ValiantCEO | January 2022
In this exclusive interview with ValiantCEO, an independent publication established for entrepreneurs and business owners, Marie Swift discusses what being a CEO and entrepreneur means to her. She shares her rise from new business owner to industry thought leader, along with challenges faced along the way (including from the COVID pandemic), what makes a good CEO, and tips for other CEOs and entrepreneurs. Read the Valiant CEO interview here. |
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NAPFA Masterclass Trilogy: Marketing Playbook | January 2022
In the first segment of this new masterclass series -- which aims to take financial planners "from theory to practice," Marie Swift and Jonny Swift of Impact Communications, and Claire Akin, President and CEO of Indigo Marketing Agency, explain the "what" of using gated lead magnets as a "pull strategy." They answer what a lead magnet is, how it helps with lead generation, and provide examples of how other advisors are using lead magnets. Access the session on-demand and sign up for upcoming NAPFA masterclasses here. |
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FinancialAdvisor.TV | January 2022
As a financial advisor or fintech/finserve firm that serves financial advisors, you want to attract new clients but also impress the clients you’ve already have, so marketing and public relations should be high on your list of must-dos. In this episode, Brad Swineheart of WhiteGlove interviews with Marie Swift, President and Chief Executive Officer of Impact Communications, a public relations and marketing communications firm focused on the financial services industry. You will learn ways to successfully stay in front of your clients and prospects using marketing and public relations. Watch the Be Advised / FinancialAdvisor.TV video segment now. |
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Be Advised podcast | January 2022
Ready to start the New Year off with a renewed emphasis on marketing and PR? Consider these tips and ideas as you work through your strategic plan. Brad Swineheart, host of the Be Advised podcast series, and Impact Communications CEO Marie Swift discuss how much time and money to spend on marketing, where to focus in 2022, how you can proceed with a DIY plan, and when / how to get help when you need it. "Always lead with value and try to be genuinely helpful to your clients and prospects," Swift said. "One way you can do that is by reading content and feeding it back to your audience -- with your added perspective." Find out about just how education and marketing tie into your business. Listen to this insightful podcast conversation: Episode #39 of the #BeAdvised show. |
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Advisor Lab podcast | January 2022
In this episode, podcast host Alex Cavalieri of the Seven Group, sits down with Marie Swift, President, and CEO of Impact Communications, a communications agency serving the financial services industry. Impact is all about Credibility Marketing and helping advisors and the financial services world build their brand and expand their influence through their digital footprint. They dive into what credibility marketing means, some of the more significant trends we see in the space, and how you can focus in 2022 on your digital footprint. Listen to this informative podcast conversation: Episode #78 of the #AdvisorLab show . |
