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Marquis Who’s Who | August 2024
Marie Swift has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process. The article describes Swift’s stellar background, accomplishments, and her devotion to helping people in the financial services industry. Read the article: Marquis Who’s Who Honors C. Marie Swift for Expertise in PR, Marketing Communications and Entrepreneurship. |
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RIABiz | August 2024
Marie Swift, President and CEO of Impact Communications comments on Fidelity’s move to adjust its messaging to be more engaging for the “next gen” demographic. She says that although they are ramping up their social media messaging in general that their LinkedIn posts still look about the same as in the past. Read the article by Lisa Shidler: Reddit and weep; Fidelity soars 68% in social media interactions, after embracing TikTok and other media, but sticks with the traditional output on Facebook and LinkedIn. |
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Financial Planning | August 2024
Experts view prewritten communications as a best practice for any firm. Not unlike newspapers that pre-write obituaries for well-known people before they die, financial advisors who want to be able to quell client fears in the moments after an unexpected event can benefit from forethought. In her 30 years of experience counseling financial advisors on client communications, crisis control and public relations, Marie Swift, founder and CEO of Impact Communications, said she has consistently emphasized the value of proactive communication strategies, especially in volatile market conditions. "Prewritten content allows advisors to respond swiftly to market events," she said. "By having templates ready, advisors can quickly customize and disseminate messages that address current conditions, providing clients with timely and relevant information. Pre-approved messages ensure that all clients receive consistent and clear information. This helps maintain a unified voice and reduces the risk of miscommunication or misinformation during stressful times." Read the article: Proactive Comms Can Keep Jittery Clients from Blowing Up Inboxes During Market Turns. |
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Forbes Agency Council | June 2024
Tools powered by artificial intelligence have become popular among PR and marketing agencies for their ability to streamline operations, increase customer engagement and offer data-driven insights. While there is no shortage of available tools on the market, looking beyond typical mainstream options can give an agency an edge. 17 members of Forbes Agency Council - including Impact Communications’ founder and CEO, Marie Swift - share their favorite lesser-known AI-based tools that can be leveraged to stay ahead of the competition. Read the article: 17 Innovative AI Tools Agencies Can Leverage (And How). |
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Wealth Solutions Report | June 2024
Analysts, commentators, and Fed watchers often speculate over the possibility of a recession, but it's impossible to predict one with certainty. Regardless, recessions will inevitably occur, and when they do, advisors need to be prepared to adjust their strategies. In this Marcom Roundtable published by Wealth Solutions Report, Vice President and Director of Social/Digital Strategy Jonny Swift shares comments on strategic changes for advisors to implement in a recession from Impact Communications. Read the article: Advisor Strategy In A Recession. |
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Retirement Tax Services Podcast | May 2024
In this podcast episode, Steven A. Jarvis, CPA is joined by Marie Swift and Jonny Swift from Impact Communications to discuss marketing, GenAI, the SEC testimonial rule, and more. Discover insights on navigating compliance, utilizing client testimonials, and creating authentic content. Tune in for valuable tips on reaching prospective clients effectively. Listen to the Steven Jarvis hosted podcast now. |
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Forbes Agency Council | April 2024
To help clients enhance their industry influence and distinguish their brands from competitors, agencies often focus on helping leaders at client companies share valuable and informative content to establish their expertise and build trust with consumers. The same dynamic holds true for agency leaders as well—a leader in marketing, advertising or public relations can showcase their agency’s authority and expertise by sharing their own expert knowledge and insights into pain points and solutions potential clients are seeking.18 members of Forbes Agency Council - including Impact Communications’ founder and CEO, Marie Swift - weigh in. "Take a stand as a subject matter expert and challenge the status quo," Swift says. "People started calling me a “'thought leader' as they saw me writing and speaking about challenges and opportunities in the financial services industry in a way that challenged the status quo and advanced common practices and ways of thinking. Speaking regularly and being in the press as a subject matter expert helped, but it was taking a stand and advancing norms that made the difference." Read the article: How To Become A Thought Leader: 18 Steps Agency Leaders Take. |
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Action! Magazine | April 2024
Rebranding is a major commitment of time, money and resources. Still, many advisory firms and financial service companies believe it’s worth the effort. What's entailed and is it worth the effort? When should you embrace or forgo a rebrand? This article written, by Charles Paikert for Action magazine, provides the answers. Impact Communications' founder and CEO Marie Swift weighs in. Read: Rebranding Your Financial Firm now. |
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RIABiz | April 2024
Alleged sexual assault and corresponding lawsuits can be damaging for any company — and it's particularly tragic in the financial services industry, a space that is trying to evolve from being male-dominated. “I am always sad when any type of misconduct is alleged -- especially when the possible misconduct may have occurred at a high-profile conference,” said Impact Communications’ CEO Marie Swift. Swift has been a champion for women and underdogs in general for her entire career. Having risen through the ranks as a female executive within a top producer group in her early years to now leading a highly-successful PR and marketing company that exclusively serves independent advisors and allied companies, and being dubbed a thought leader and senior stateswoman in financial planning and investment advisory circles, she has seen many transgressions and missteps over the years and always taken an stand to do what is right. “It is disheartening for women in the wealth management world, especially for those who may be thinking of entering the profession or joining in an advisory support role.” Swift adds: “If you are at an industry conference and need a friend, come find me and my team.” Read more about the thorny issues related to a lawsuit filed against Carson Group via RIABiz. |
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Yahoo! Finance | March 2024
Impact Communications is pleased to announce that we are working with best-selling book author and financial advisor coach Derrick Kinney. Kicking off 2024 with a new coaching program for financial advisors with both private sessions and full-day workshops for teams, Kinney helps financial advisory firms break through AUM ceilings, stand out from the competition, and better leverage sponsorship and marketing opportunities. Advisors can learn how to stand out in every social setting and be more confident communicators to better serve their clients. Firms looking to conduct mergers and acquisitions are utilizing Kinney’s program to stand out as the "Advisor of Choice" when it comes time to compete for the best in the industry. Read the full announcement: Impact Communications Signs Derrick Kinney here. |
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goRIA Fueled by InvestmentNews | March 2024
Thinking about going independent? Start your journey right by creating the perfect narrative! In this video bonus episode, podcast host Chuck Failla talks with PR & Marketing Pro, Marie Swift, who will show you how. Watch this video bonus episode on: Branding and Marketing Success for RIAs. |
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goRIA Fueled by InvestmentNews | March 2024
Podcast host Chuck Failla talks with PR and Marketing pro, Marie Swift (Founder & CEO of Impact Communications) about all things related to crafting your Breakaway narrative. Swift has extensive experience helping breakaway advisors and she shared a ton of actionable information about PR, marketing and much, much more! Listen to the full episode: Creating the perfect narrative for your Breakaway announcement. |
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Wealth Solutions Report | March 2024
Discussions about the potential of AI – both good and bad – have been a focal point in many financial services circles. Today, we are still in the early stages of understanding best practices; still, many companies, including Impact Communications, are utilizing AI to streamline content creation and the wealth management service process. Check out these comments from Impact Communications founder and CEO Marie Swift in this Marcom Roundtable published by Wealth Solutions Report. Read the article: How AI Will Change Marcoms. |
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Financial Planning | March 2024
Don’t let AI — or any other digital shortcut — give you an excuse to cop out of essential marketing efforts. Marie Swift of Impact Communications says she’s seen too many financial advisors hide behind omni-channel digital campaigns and Zoom calls as if the pandemic never ended. Divorced from in-person interactions, digital marketing blasts run the risk of undermining the trust and familiarity that are key to winning new clients and deepening existing relationships. Check out Swift’s marketing tips for advisors who recognize the importance of the personal touch. Read the article: Voices You don't need AI to win clients: 5 personal-touch marketing tips. |
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Forbes Agency Council | March 2024
To stay competitive in their respective industries, all businesses must equip their organizations to thrive no matter what the future of work may bring. In this article, Marie Swift shares a piece of her leadership expertise alongside 18 other Forbes Agency Council members. Learn how Swift maintains and grows her team of dedicated, discerning, and driven individuals who reflect her company's culture. Read the article: 19 Important Tips For Leaders Building Agency Workforces Of The Future. |
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Indigo Marketing Agency | February 2024
Indigo Marketing Agency made a list of the top 35 top influencers to watch in 2024, listing Jonny Swift, Vice President of Impact Communications as a top influencer for financial advisors to follow this year - especially for those needing help with PR, credibility marketing, and online presence. See the list: Top 35 Influencers For Financial Advisors In 2024. |
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Citybiz | January 2024
Impact Communications Founder and CEO Marie Swift speaks with Patric Glassell, Head of Sales at Kwanti, in this Citybiz video interview. They discuss Glassell's experiences at Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more. Read the article: Marie Swift Interviews Patric Glassell, Head of Sales at Kwanti. |
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WealthManagement.com | January 2024
In the rapid and ever-changing world of financial services and fintech, being prepared for both media opportunities and crises is crucial. In this article from WealthManagement.com's 2024 Market Outlook issue, Marie Swift, CEO and Founder of Impact Communications, shares her tips for responding to media inquiries and managing potential crises as an organization in the financial services sector. Read the article: Navigating Media Opportunities and Crisis Control in the Financial Services Sector. |
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Citybiz | January 2024
Impact Communications Founder and CEO Marie Swift speaks with Stewart Koesten, the Chairman, Founder, and Senior Wealth Advisor at Aspyre Wealth Partners, in this Citybiz video interview about his passion for serving clients who work or retire abroad. This interview delves into Koesten’s background, the ideals of Aspyre Wealth Partners, and the many factors of considering retiring abroad. Read the article: Marie Swift Interviews Stewart Koesten, Founder and Chairman at Aspyre Wealth Partners. |
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NAPFA Nation Podcast | January 2024
In Episode #13 of NAPFA Nation, Matt Iverson-Comelo Executive Director of the 501(c)(3) non-profit organization Advisers Give Back (AGB), and Lisa Niera, CFP®, a fee-only wealth advisor with Corient, talk with podcast host Marie Swift about giving back through pro bono financial planning. Launched in 2020, AGB’s scalable online platform matches pro bono clients with pro bono Certified Financial Planning (CFP®) professionals for ongoing, one-on-one advice that helps clients build wealth and achieve their financial goals. The program was developed with noted behavioral economist Dan Ariely. They discuss pro bono financial planning, and the benefits of giving back professionally. Niera shares experiences that she has had working with pro bono clients through the AGB platform. Impact metrics are provided. Listen to: “Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera - Episode #13 of NAPFA Nation. |
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Citybiz | January 2024
Impact Communications has signed on to do PR for and promote award-winning fintech platform Advyzon’s inaugural conference for independent financial advisors. Impact executives Marie Swift and Jonny Swift will also be presenting at the Advyzon conference being held in Phoenix February 20-22, 2024. Impact has also re-signed – for the 18th year of service – with longtime client Joel Bruckenstein, producer of the T3 Technology Tools for Today conference and the informational platform T3TechnologyHub.com. As the official PR and marketing firm for T3, Impact is leading the charge as T3’s big advisor technology conference, happening January 22-25, 2024 in Las Vegas, celebrates it 20th Anniversary. Read the article: Impact Communications Tapped to Speak at and Promote Advyzon’s Inaugural Conference for Financial Advisors. |
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Forbes Agency Council | January 2024
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. View Forbes Councils Profiles page. |
