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NAPFA Playbook Series | Fall 2023
Conversational selling skills and the art of ethical influence — including personal presence, listening skills, and the non-salesy sale — will be the focus of the fall 3-part Playbook webinar series. Impact Communications' Marie Swift and Jonny Swift will be joined by guest speakers Bob Veres (Inside Information), George Kinder (Kinder Institute of Life Planning), Eddie Kramer (Abacus Planning Group), and Meg Bartelt (Flow Financial Planning). Access the session on-demand and sign up for upcoming classes. |
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InvestmentNews | September 2023
Impact Communications' VP and head of social / digital strategy, Jonny Swift, was quoted in this InvestmentNews article discussing how RIA firms have adopted the new SEC marketing rule that allows testimonials, as it nears its first anniversary: “It’s fresh and fertile territory. Firms that aren’t taking advantage of this are missing an opportunity to stand out from competitors.” Read: Handcuffed by marketing inertia? Most firms have yet to take advantage of testimonials and endorsements. |
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WealthManagement.com | August 2023
Jonny Swift, was featured in WealthManagement.com's 2023 Mid-Year Outlook discussing how RIAs are effectively utilizing testimonials in their digital marketing efforts, plus sharing key points for asking for and using testimonials. Read: How RIAs are Setting the Pace and Breaking New Ground with Client Testimonials |
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Forbes | August 2023
In this Forbes Agency Council article Marie Swift shares her insight on how advisors can demonstrate their strengths organically via its website homepage to leave a lasting impression on visitors. Read: 20 Ways To Showcase A Company’s Strengths On Its Website’s Homepage. |
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InvestmentNews | August 2023
CI Private Wealth, one of the fastest-growing registered investment advisors ever to compete in the financial advice industry, said it was rebranding as Corient, a combination, according to the company, of the phrase “client oriented.” In May, Riskalyze announced that its new name was Nitrogen to reflect the company’s evolution from measuring client risk tolerance toward offering a broader suite of wealth management fintech. And in June, Advisor Group, the giant network of 11,000 brokers and financial advisors, with $500 billion in client assets and eight distinct firms, said it would operate under one brand and service platform: Osaic. Marie Swift, president and CEO of Impact Communications, said all three firms are rebranding because the value proposition for each firm has changed. Read: Another summer rebrand: CI Private Wealth is now Corient. |
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NAPFA Advisor Magazine | July 2023
Now more than ever, technology solutions play a large role in advisors providing a comprehensive and seamless client experience that contributes to strong client retention. Not only does embracing tech tools help with retention, but they also help increase referrals and attract ideal prospects, all while making it easier to move leads through your marketing funnel. So says Impact Communications' VP and head of social / digital strategy, Jonny Swift, who goes to provide an array of helpful technology tools that can help advisors with client retention. Read: Technologies That Help Advisors with Client Retention. |
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NAPFA Nation Podcast | June 2023
In episode #06 of NAPFA Nation, Lydia Sheckels, CFP®, CLU®, ChFC®, of Wescott Financial Advisory Group, shares highlights from her career in financial services, including how she became fee-only financial planner, and why she decided to eventually join NAPFA and raise her hand for service/leadership roles within the fiduciary community that would come back to help her in unexpected ways. While she set out to simply be of service, the surprise to her was that she learned new things and became a better financial planning practitioner and leader within Wescott, the Registered Investment Advisor and wealth management firm that would eventually become her beloved career home base. Listen to: Fiduciary Values, Exemplified: How Volunteering as a NAPFA Member Has Paid Off Over the Years with Lydia Sheckels - Episode #06 of NAPFA Nation. |
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Action! Magazine | Spring/Summer 2023
Building “enterprise value” is a term we often hear in advisor study groups, at RIA conferences, and via industry publications. Most, if not all, IARs and RIAs are, after all, entrepreneurial spirits and small business owners who grapple with the daily demands of serving clients well, recruiting and retaining quality team members, and managing their own work/life goals. And, oh yes, also building enterprise value. In this magazine article for Action!, Marie Swift of Impact Communications speaks with Ray Sclafani of ClientWise, Josh Patrick of The Sale Ready Company, and Bill Keen / Matt Wilson of Keen Wealth Advisors to glean related insights. The digital version is longer and more comprehensive and contains additional insights from Robert Steinberger of Blue Chip Partners and James Bogart of Bogart Wealth. Read PDF of magazine article excerpt: Creating an Enduring Financial Advisory Firm. Read the full digital article and download digital resources: Creating an Enduring Financial Advisory Firm. |
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Forbes | June 2023
When it comes to sharing positive company news with the public, in-house marketing teams and agency partners have a range of methods at their disposal. However, identifying the best ways to publicize good news about a particular organization is crucial for maximizing its impact and reaching a wide audience. Marie Swift of Impact Communications provides one of the contributions — Tip #7 — in this article on effective ways to publicize positive company news and yield exceptional results. Read: 18 Ways to Share Good Company News. |
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In the Suite Podcast | June 2023
In Episode 83 of the In the Suite podcast, Tina Powell speaks with industry marketing professionals live from the Snappy Kraken Jolt Conference in Las Vegas, including Impact Communications' Jonny Swift, on how they are being intentional with their business activities this year. Listen to: Ep 83 #LiveFromJOLT - Part 1. |
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Wealth Solutions Report | May 2023
"Marketing and communications firms and professionals often go unnoticed as they are, in essence, the messengers of modern industry. From envisioning a firm’s communications strategy to executing each email and press release, these professionals seek visibility for their clients rather than themselves,” says Wealth Solutions Report editor in chief Julius Buchanan. “The wealth management space would be a lesser version of itself if not for marketing and public relations (PR) professionals helping firms reach their audiences – especially advisors, executives and other professionals – with messaging and communications that clearly relate who they are and the role they play in the industry.” Impact Communications is pleased to be profiled in this article and to accept the IMAGE 10 award bestowed by this prestigious industry publication. Read: Top 10 Wealth Management Marketing Communications Agencies article now. |
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NAPFA Nation Podcast | May 2023
In Episode #05 of NAPFA Nation – livestreamed from the big podcast stage at the 2023 Morningstar Investment Conference in Chicago – Tara Unverzagt, CFP®, of South Bay Financial Partners tells us how she became fee-only financial planner, and why she decided to develop new access points for people who dread facing, or worse, are stressed and worried about financial decisions. Unverzagt has been working in financial planning, investment advice, and tax preparation for over 20 years. She specializes in multigenerational financial planning which includes raising a family, having a successful retirement, generation wealth transfer, and financial coaching for younger generations. But over the years she saw that there need to be more options to help people from all income and asset levels master the intimidating world of money, simplify confusing financial decisions, and manage expenses. Listen to: Your Amazing Financial Life with Tara Unverzagt - Episode #05 of NAPFA Nation. |
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Advisor Video Academy by Idea Decanter | May 2023
If TikTok has taught us one thing, it’s this: It can be hard to keep up. Luckily, no one expects you to know the latest trending dance moves. You should, however, have a handle on the constantly changing world of SEO. Idea Decanter talks with SEO expert Jonny Swift of Impact Communications to get the latest on what you really need to know about building your online presence, curating custom content, and how to analyze your SEO results. Watch the webinar: Using SEO to Grow Your Online Presence. |
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Advisor Perspectives by VettaFi | May 2023
The financial services industry isn’t known for being inclusive. Women face an uphill battle building a career in finance, and there’s no clear path that makes the hill easier to climb. In fact, many organizations designed to support women in finance focus on networking – sharing stories and support. Katie Burke and Bridget Grimes, co-founders of Equita Financial Network, an umbrella RIA designed to help women build independent firms, are on a mission to provide those more tangible and meaningful components. Read Marie Swift’s article: Less Talk, More Action to Support Female Advisors. |
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Morningstar Investment Conference | April 2023
In this special live taping of NAPFA Nation (recorded live at the Morningstar Investment Conference April 25, 2023 in Chicago), host Marie Swift, Founder and CEO of Impact Communications, interviewed Tara Unverzagt, President of South Bay Financial Planners. about the distinctions between financial coaching, financial therapy, financial planning, and investment management. Watch the video: NAPFA Nation || Live from the #MICUS Podcast Stage. |
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Indigo Marketing | April 2023
Are you a financial advisor struggling to make sense of SEO, title tags, and meta descriptions? Do you know how to optimize your online presence to grow your business and attract more A+ clients? In today’s digital world, SEO and online presence are more important than ever for financial advisors who want to remain competitive. Join Elizabeth Reider and guest speaker Jonny Swift for this exclusive webinar all about how financial advisors can enhance their digital footprint and win more business. Watch the Webinar: Winning New Business - The Power Of SEO & Online Presence With Jonny Swift. |
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NAPFA Nation Podcast | April 2023
In Episode #04 of NAPFA Nation, Katie Burke, CFP® and Bridget Grimes, CFP® talk with host Marie Swift about how they became fee-only financial planners with two independently owned and operated firms, plus how – and why – they came together to establish Equita Financial Network (EFN), an umbrella Registered Investment Advisor (RIA) for other women-led RIA firms. Grimes, who was once told by a male in her previous employer’s peer group that she was “too ambitious”, and Burke, who was looking for other like-minded women with whom to create synergies, found each other and built their own solution (EFN) because they couldn’t find it anywhere else. Today, the two are forging ahead, bridging the gap, for other women-led financial planning firms. Listen to: Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession with Katie Burke and Bridget Grimes - Episode #04 of NAPFA Nation. |
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Swift Chats | April 2023
In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, Marie Swift speaks to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. Listen to the Podcast: T3 Technology Tools for Today Presents: Hot & Happening at T3 2023. |
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NAPFA Playbook Series | Summer 2023
Building trust and earning credibility in a digital world — including niche marketing strategies, hyper-relevant messaging, and tactical execution — were the focus of the summer 3-part Playbook webinar series. Impact Communications' Marie Swift and Jonny Swift were joined by guest speakers Sam Brownell (Stratus Wealth), Steve Weinberger (HCR Wealth), James Bogart (Bogart Wealth), and Matt Mondeaux (Blue Chip Partners). Access the session on-demand and sign up for upcoming classes. |
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Morningstar Investment Conference | April 2023
“Swift Chats” is a Financial Services Industry podcast brought to you by Impact Communications. In this special live taping of Swift Chats, Hosts Marie Swift and Jonny Swift recapped insights from the Mainstage at the 2023 Morningstar conference with Mary Beth Franklin, Contributing Columnist at InvestmentNews and Laura Carstensen, Director of the Stanford Center on Longevity. Watch the video: Swift Chats || Live from the #MICUS Podcast Stage. |
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Forbes Agency Council | March 2023
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. Marie Swift | President and CEO - Impact Communications, Inc. | Forbes Councils View Forbes Councils Profiles page. |
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NAPFA Advisor Magazine | March 2023
In this article by Impact Communications VP and head of social / digital strategy, Jonny Swift, you'll learn how social media, when done right can enhance your online presence, grow your digital following, build credibility and authority, and reach prospects who otherwise would never have known about you. Robust and actively populated social media profiles show up high in search results and can impress prospective clients and referral partners. Social media profiles are also a great place to feature and get more visibility for your news and announcements, as well as your thought leadership and educational content. For some great social media tips and tricks - read: How to Move the Needle with Social Media. |
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Wealth Solutions Report | March 2023
The WSR 2023 Pathfinders Series continues on with a March feature focusing on outstanding women executives, professionals, and organiztions. This ties nicely into Women’s History Month. Impact Communications’ CEO and founder Marie Swift is named as someone who has led the way in women’s advancement in the financial services industry. Read about all the honorees in: WSR Pathfinder Awards - Top Women Industry Leaders 2023. |
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FA Growth Summit | March 2023
Public relations and content marketing continue to hold the spotlight as one of the most cost-effective and powerful ways to attract and retain clients, impress strategic partners, and build a proud and loyal team. In this session, led by PR and marketing master Marie Swift, advisors learned the best ways to attract media attention, pitching strategies that work, how to leverage published thought leadership and media mentions once received, and a credibility formula that builds trust and magnetically draws the right clients to them and their firm. Access: on-demand replays of all FA Growth Summit sessions. |
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NAPFA Nation Podcast | March 2023
In Episode #03 of NAPFA Nation, Elizabeth Jetton, CFP®, shares thoughts on using mindful conversation to build trust and create engagement. Jetton has been a thought leader in the financial planning profession for the past 20 years. She has been in the financial services industry since 1981, a CFP® professional since 1991, and served as President of The Financial Planning Association in 2004. In 2010, she retired from her financial planning practice to focus on consulting to financial planning firms and teaching. Today she helps advisors and firms build thriving client-centered practices, processes, services and deliverables. She is on the faculty of Golden Gate University where she teaches Personal Financial Planning – a role she began in 2015. Listen to: The Encore Performance: Changing the Conversation about Money and Finances with Elizabeth Jetton - Episode #03 of NAPFA Nation now. |
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AdvisorHub | March 2023
In this episode of The FA Show, AdvisorHub travels to Tampa for the 2023 T3 Technology Tools for Today Conference for the release of their annual advisor technology survey and to check in with industry leaders and influencers. Show floor interviews include Jonny Swift sharing tips to increase engagement on social media during tax season (6:54-7:54 in the video). Watch: The FA Show EP 25 - T3 Conference Coverage. |
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NAPFA Nation Podcast | February 2023
In Episode #02 of NAPFA Nation, we hear from Wendy Hartman, CFP®, President of Buckingham Strategic Wealth, a growing organization of advisors, financial specialists, and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of their approach is based on a pledge to act in the best interest of clients, including individuals, businesses, trusts, Non-Profit organizations, healthcare professionals, and retirement plans. Listen to: The Curious Learner: Creating an Open Canvas with Wendy Hartman - Episode #02 of NAPFA Nation now. |
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Forbes | January 2023
Jonny Swift was quoted in this Forbes article that shares tips for CEOs and organizations when dealing with a crisis situation, discussing why creating holding statements is so important and sharing some examples. Read: Most CEOs Say Their Organizations Are Not Prepared To Deal With A Major Crisis. |
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NAPFA Playbook Series | Spring 2023
Improving the client experience and attracting ideal clients — including client feedback strategies, value prop enhancement, and magnetic marketing concepts — were the focus of the spring 3-part Playbook webinar series. Impact Communications' Marie Swift and Jonny Swift were joined by guest speakers Chris Manker (NEXA Insights), Vince Crivello (Buckingham Partners), Julie Littlechild (Absolute Engagement), Joe Martin (Summitry Wealth), and Ellen Rogin (Create Great). Access the session on-demand and sign up for upcoming classes. |
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Horsesmouth Live | January 2023
Wondering how to have a modern approach to marketing in your business? Listen in as Ellen Rogin, host of the Horsesmouth show "The Exceptional Advisor" talks with guest Marie Swift of Impact Communications about why some advisors struggle and others thrive in attracting and retaining the very best clients. They discuss how to be hyper-relevant in your content and how to stand out using a pro-personal marketing approach. You'll learn the 4 C's of content marketing as well. Watch: The Exceptional Advisor episode with Ellen Rogin and Marie Swift. |
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NAPFA Nation Podcast | January 2023
In Episode #01 of NAPFA Nation, “Talent Pool: Advancing Diversity in the Financial Planning Profession,” we hear from Luis Rosa, CFP®, EA. Rosa came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. In 2019, Rosa was named to the InvestmentNews “40 Under 40” list, Financial Advisor magazine’s “10 Young Advisors to Watch” list, and as Investopedia’s “Top 100 Advisors” list. From participating as an FPA NexGen Ambassador & Host, to speaking at the CFP Board’s Diversity Summit, Rosa uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry. He joined NAPFA in May 2020. Listen to: The Talent Pool: Advancing Diversity in the Financial Planning Profession with Luis Rosa - Episode #01 of NAPFA Nation now. |
