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VoyageKC Magazine| October 2025
Marie Swift, founder and CEO of Impact Communications, was interviewed by VoyageKC Magazine on her journey through life and business, discussing how she turned a knack for serving others into a decades-long career championing financial advisors. From running a Boulder catering business to building a nationally respected PR firm, Marie credits her success to relentless curiosity, resilience, and the ability to translate complex ideas into stories that resonate. Her unique background - first on the client side, then as a trusted communications expert - has shaped Impact Communications’ mission: substance over flash, personalized partnerships, and a family-first culture. Over 30 years later, Impact Communications is known for its strategic, creative, and results-driven PR and marketing for independent financial advisors and allied firms. In a city like Kansas City, where warmth and ingenuity drive business, Marie and Impact continue to make their mark by helping financial leaders tell stories that truly matter. Read the article: Exploring Life & Business with Marie Swift of Impact Communications |
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Action! Magazine | October 2025
Advisors and wealth managers who want to stand out and build trust in today’s marketplace must move beyond outdated, generic marketing language. In this article from AdvisorEngine's Action! Magazine, Marie Swift joined other industry marketing leaders in emphasizing the need for specific, client-focused statements that demonstrate real expertise and measurable results: “Core messages should be clear and use authentic language that is grounded in client outcomes, and, when working to attract a niche clientele, hyper-relevant. Avoid cliches. Describe what clients actually experience working with the firm, not what the advisor does. Focus on the potential outcomes and benefits of working together." Read the article: Still using these phrases in your advisor marketing? Here’s what to do instead |
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Financial Planning | October 2025
RIAs are increasingly recognizing LinkedIn and social media as essential tools for building trust, credibility, and client relationships. Dori Thomas of Impact Communications was featured in this article in Financial Planning Magazine discussing how RIAs use LinkedIn and other social media to enhance their marketing efforts, noting: “We have case studies that show success. When you start to share some of those with RIAs who have been hesitant, they can’t deny that it’s a necessary thing to do now as a business.” Dori also shares her experience working with StraightLine to pursue more organic growth through social media and modern marketing. The approach balances professional insight with a human touch, helping advisors connect and share insightful and relatable content beyond market updates. By sharing authentic, "pro-personal" content aligned with their brand, advisors can break through compliance fears and engage prospects effectively and compliantly. Read the article: Like, share, subscribe — how should RIAs best approach social media? |
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Financial Planning | October 2025
AI innovation is about to take center stage at Financial Planning’s upcoming ADVISE AI conference, taking place October 28-29, 2025 in Las Vegas, covered in this article from Financial Planning Magazine. Industry leaders - including Impact Communications' Marie Swift - will break down what’s actually working for wealth managers, sharing stories that go beyond the hype, and highlight where AI delivers real impact. Marie is set to spotlight her experience guiding wealth advisory firms through both the promise and pitfalls of AI-driven marketing during a panel at the conference - don’t miss her candid insights on balancing creativity, compliance, and authenticity. Read the article: ADVISE AI: Get ahead of the curve on AI innovation |
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Financial Planning | September 2025
In this article from Financial Planning covering best practices for RIA websites, Marie Swift and Jonny Swift comment on how the conversation about advisor websites has shifted significantly from a decade ago and how websites should be part of an omni-channel approach to marketing. They mention how search engine optimization, answer engine optimization, and generative engine optimization plays an important part in a successful website - considering that the vast majority of wealth management consumers perform online research these days - and reveal why starting with your message and your ideal audience is essential for digital success. They offer additional tips on platforms, design, messaging that speaks to a firm's niches, and more. Read the article: Every RIA needs a website. Here's how to do it right |
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Yahoo! Finance | September 2025
Impact Communications formally announced that Jonny Swift was appointed President of the firm in this news release published in Yahoo! Finance, while Impact founder Marie Swift will remain in her role as CEO and chief visionary, leading strategic planning conversations for select clients, speaking, and making public appearances, while collaborating with Impact’s steering committees and client service teams. Jonny, who has been with Impact for 15 years, previously served as Vice President for 5 years. The leadership team intentionally chose to make the announcement via the Future Proof Festival conference app and on social media in September 2025, signaling the firm’s commitment to community-first, digital communication. Jonny brings a wealth of expertise to the presidency. Over his tenure with Impact, he has specialized in digital media strategy, public relations, content creation, relationship management, and data-driven marketing insights. Read the article: Impact Communications Appoints Jonny Swift as New President |
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Kansas City Business Journals | September 2025
Kansas City Business Journals covered the news about Jonny Swift being named President of Impact Communications, after being with the firm for 15 years and serving as Vice President for 5 years. “Jonny has, for all intents and purposes, been running the company the past few years as I was drawn to resolve elder abuse, elder fraud, and elder health issues with loved ones in my life,” said founder & CEO Marie Swift, who will remain as chief visionary and strategist. The transition will let her focus on working with people while Jonny Swift leads in team building and operations. Read the article: Leawood marketing firm names founder's son as president |
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WealthManagement.com | August 2025
Answer Engine Optimization (AEO) is overtaking traditional SEO as the new standard for digital prominence, focusing on trust, credibility, and authoritativeness. In this article from Wealth Management Magazine’s 2025 Midyear Outlook issue, produced by WealthManagement.com, Colin Swift, Director of Social / Digital Strategy at Impact Communications, shares how advisors can optimize for both AEO and SEO to land greater visibility on traditional search engines as well as AI platforms. Read the article: How is AEO Changing the Game for Financial Advisors? |
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NAPFA Nation Podcast | August 2025
In Episode #32 of NAPFA Nation, host Marie Swift speaks with Natalie Pine, CFP®, ChSNC®, Managing Partner of Briaud Financial Advisors and chair-elect of the NAPFA National Board. Pine reflects on her path into the financial planning profession – sharing that her first NAPFA conference experience left a lasting impression due to the inclusive and supportive atmosphere and highlights how attending conferences, networking and participating in groups enhanced her professional growth and sense of belonging. The conversation highlights the importance of the fee-only, fiduciary model in financial planning and how NAPFA’s advocacy contributes to higher ethical standards across the profession. Listen to: In the Mix: Natalie Pine on Community, Fiduciary Standards, and Niche Expertise – Episode #32 of NAPFA Nation |
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Financial Planning | August 2025
Marie Swift covered the 2025 Morningstar Conference in Chicago for Financial Planning Magazine, sharing insights and powerful truths she uncovered at this year's MICUS: The most impactful advisors and firms are those that boldly "grow their own way," anchoring themselves in authentic branding, scalable systems, and smart outsourcing. In a profession where trust is currency, authentic personal branding has become a competitive edge. Advisors who document their processes, codify their brilliance, and scale without sacrificing their identity, integrity or personal touch in the pursuit of growth — especially in an era of AI, automation, and outsourced solutions — have a strategy for sustainable success. Her advice is to “Be real. Be relevant. Be respectful of your audience.” Read the article: 'Grow your own way': Branding and scaling RIAs with soul |
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CityBiz | August 2025
Marie Swift speaks with Andy Wang of Runnymeade Capital Management, host of the Inspired Money podcast, and a LinkedIn Top Voice in this Swift Chat episode. Wang talks about how he has strategically leveraged LinkedIn to build connections and generate business opportunities while focused on his mission of helping others. He explains how short-form, vertical video has become his secret weapon for visibility and engagement. Check it out: Swift Chat with Andy Wang: Less Polish, More Presence – The New Formula for Social Media Success |
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NAPFA Nation Podcast | July 2025
In Episode #31 of NAPFA Nation, host Marie Swift speaks with Dan Moisand, CFP®, a prominent leader in financial planning, former chairman of the CFP Board of Standards, and principal at his wealth management firm, Moisand Fitzgerald Tamayo, LLC. In the podcast, Moisand reflects on his 25 years as a NAPFA member and his longstanding advocacy for the fiduciary standard. He identifies two of the profession’s most significant wins: the Financial Planning Association’s (FPA) successful lawsuit against the SEC in 2007, which ensured brokerage firms offering fee accounts could not sidestep the fiduciary standard, and the CFP Board’s decision to require the fiduciary standard for all forms of financial advice, not just financial planning activities. Listen to: Elevating The Profession: Dan Moisand on the Fiduciary Standard and the Future of Financial Planning – Episode #31 of NAPFA Nation |
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Talk4TV | July 2025
In this powerful episode of Ask Good Questions with host Bonita Bell-Anderson, Impact Communications founder and CEO Marie Swift shares her family’s emotional journey through elder care, crisis, and recovery. From navigating medical and legal challenges to confronting the surprising realities of blended family dynamics, Swift offers candid reflections and lessons learned. The conversation highlights guidance and meaningful messages for anyone facing aging parent decisions or caregiving stress. Watch or listen to the episode: Elder Care, Grief, and Grace: A Wake-Up Call: ( Click [ ] on video to watch full screen )
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NAPFA Nation Podcast | June 2025
In Episode #30 of NAPFA Nation, host Marie Swift speaks with Scott Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP®, Financial Advisor and Senior Estate Planning Specialist at Wescott Financial Group who shares his passion for lifelong learning, the value of advanced education, and the importance of networking within the fee-only financial planning community. The duo discusses upcoming NAPFA conferences, which are designed to offer a wide range of educational content, from beginner to advanced topics, and enhanced networking opportunities. Levin explains how these events help advisors stay current, share best practices, and build professional relationships and also highlights the unique value of working with NAPFA advisors, who are fee-only fiduciaries committed to high ethical standards. Listen to: Leveling Up: Scott Levin on Lifelong Learning, Leadership, and Community at NAPFA – Episode #30 of NAPFA Nation |
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Financial Planning | May 2025
In new research, an even divide was revealed in the wealth management world's approach to AI adoption: Roughly half are moving forward, while the other half is holding back. In this article, Marie Swift discusses how she takes a hybrid approach using AI infused with her own creativity as a collaborator and springboard for best results. Read the article: Some Advisors Rage Against the Machine Learning. |
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NAPFA Nation Podcast | May 2025
In Episode #29 of NAPFA Nation, host Marie Swift speaks with Daphne Jordan, CFP®, Partner and Senior Wealth Advisor at Pioneer Wealth Management Group. Jordan discusses the importance of education as a transformative tool and shares insights into her experiences with diversity, equity, inclusion, and belonging (DEIB) in the industry, including her role in creating the NAPFA Diversity, Equity, and Inclusion Initiative. She also shares how her childhood understanding of money and education influences the advisor that she is now, and how she explores financial topics and common questions in a way that is approachable for her clients. They discuss her volunteer activities and why she devotes time to various industry leadership roles, the benefits of being a NAPFA member, and how Pioneer Wealth Management Group serves its clients. Listen to: Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation |
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RIAChannel | May 2025
Marie Swift, Founder and CEO of Impact Communications, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the human touch in marketing and PR in an age of AI and technology. Swift notes that we are still hungry for human connections in the age of technology and artificial intelligence. She mentions that with marketing communications, people are starting to wonder which ones are written by PR teams and which are written by AI and recommends that social media posts should be professional but authentically shared from your personal life. Posts should not just focus on financial markets, but also on how financial planning can positively impact lives. Watch the video: Impact Communications’ Marie Swift On The Human Touch In Marketing and PR |
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NAPFA Nation Podcast | April 2025
In Episode #28 of NAPFA Nation, host Marie Swift speaks with Knut A Rostad, MBA, President at The Institute for the Fiduciary Standard. Rostad discusses why he believes the fiduciary standard is dying at the SEC and what fee-only fiduciary advisors can do to protect it, a topic he explored in his NAPFA article: The Fiduciary Best Interest Standard is Dying at the SEC – Fee-Only Fiduciary Advisers Can Act to Preserve it. He underscores the importance of understanding the history of fee-only financial advisory and investment management and how NAPFA members uphold the fiduciary standard. He also shares why he is looking forward to the 2025 NAPFA Spring Conference, happening on May 7-10, 2025, in Phoenix, and more great insights. Listen to: Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA Nation |
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NAPFA Nation Podcast | March 2025
In Episode #27 of NAPFA Nation, host Marie Swift speaks with Joni Alt, CFP® EA, Senior Wealth Advisor at Evermay Wealth Management. Alt is also a long-time NAPFA volunteer and NAPFA National Board Member. Alt discusses the 2025 NAPFA Spring Conference happening May 7-10, 2025 in Phoenix, how the conference planning team crafts the agenda for the event, determines its educational value, builds community for all involved, and who should attend. Alt shares why she joined NAPFA 15 years ago – and why she continues to be a member. She also talks about the fiduciary standard, effective communication and education, and the importance of making a difference in other people's lives. Listen to: Strength in Community: Joni Alt on NAPFA’s Impact, Communication, and Fiduciary Commitment – Episode #27 of NAPFA Nation |
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Wealth Solutions Report | February 2025
In this article, veteran marcoms experts share their thoughts on how wealth management marcoms be leveraged to empower and uplift underserved communities. Marie Swift, Founder and CEO, Impact Communications, who’s firm represented the non-profit BLX Internship Program on a pro bono basis, talks about how effective marcoms strategies can elevate financial literacy and improve access in communities, creating a foundation for individual success and community growth. Read the article: Marcoms Roundtable: Marcoms To Empower Underserved Communities. |
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NAPFA Nation Podcast | February 2025
In Episode #26 of NAPFA Nation, host Marie Swift speaks with Kevin Knull, CFP®, President of TaxStatus, about the critical role of IRS data in financial planning. They explore how real-time access to tax information can help advisors deliver more accurate, proactive, and scalable advice. Knull discusses how advisors can uncover hidden opportunities, prevent costly tax mistakes, and enhance client outcomes by leveraging complete tax records. He shares real-world examples, including a client who unknowingly missed out on significant tax savings and how advisors can differentiate themselves in an increasingly competitive landscape. The conversation also touches on the growing threat of tax-related identity theft, why fraud prevention is more urgent than ever, and how real-time monitoring of IRS data can protect clients from financial harm. Listen to Unlocking Tax Insights for Smarter Financial Planning: Kevin Knull, CFP® on IRS Data, Fraud Prevention, and Organic Growth – Episode #26 of NAPFA Nation |
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WealthManagement.com | February 2025
Generative AI tools offer unprecedented opportunities for efficiency and creativity, enabling financial advisors and financial services companies to enhance their digital footprint and communications touchpoints while preserving the essential human touch. Marie Swift of Impact Communications discusses how her firm benefits from using AI for personalized communication and content creation and offers practical tips on using AI in financial Services. Read the article: Content Creation in the Age of AI. |
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Action! Magazine | February 2025
In this video, Suleman Din and Marie Swift discuss the importance of advisors exploring and using AI tools to help create communications for their practice, marketing and also client outreach. Swift talks about the full potential of AI and how her firm, Impact Communications, relies on many of these time-saving tools in their daily practice. She outlines some of the AI-powered content creation tools in a recent article in Action! magazine. Watch the video: AI tools empowering financial advisors in content creation |
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WealthManagement.com | January 2025
In this article from WealthManagement.com’s 2025 Market Outlook issue, Impact Communications’ Marie Swift shares her insights into content creation, using generative AI and technology. She discusses the benefits and limitations of AI and offers five practical tips for financial professionals to manage their online presence and engage with clients effectively and responsibly. Read the article: Content Creation in the Age of AI. |
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Valiant CEO | January 2025
Marie Swift is President and CEO of Impact Communications, a full-service PR and marketing communications firm that works solely within the financial services industry. She states that much of what she has learned in the way of leadership and business management skills came from studying others she admired and emulating their qualities. Read the profile: Marie Swift – Impact Communications – Building Brands & Enhancing Reputations Since 1993 |
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NAPFA Nation Podcast | January 2025
In Episode #25 of NAPFA Nation, host Marie Swift speaks with Bob Veres, Publisher of Inside Information and co-producer of Bob Veres' Insider's Forum. The conversation focuses on the latest trends for fiduciary advisors and their clients. Veres shares some AI use cases for financial professionals and the potential SEC response. He discusses new automation that advisory firms are experiencing and the changes they may implement to grow effectively and focus on client services. Veres also shares how some advisors are revolutionizing the process behind client relationships. He tells the story of a fiduciary advisor who utilized a creative marketing strategy that paid off, and discusses what firms can do to gain a competitive advantage as they fight against the big marketing budgets wielded by large brokerage firms. Listen to: The Future of Fiduciary Advice: Bob Veres on AI, Growth, and Client Relationships – Episode #25 of NAPFA Nation |
