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Advisor Perspectives by VettaFi | May 2026
Artificial intelligence is being paraded as the best timesaving solution, promising to streamline workflows and free up capacity for financial advisors to focus on higher-value work — namely, client relations. But recent research explores a more complicated reality: AI is intensifying work, not reducing it. In our work at Impact Communications alongside advisory teams and innovators across the finserve and fintech landscape, we’re seeing a similar mix of optimism and friction. The efficiency gains are real, but so are the unintended consequences. To better understand what’s happening in practice, Jonny Swift gathered perspectives from six industry leaders and Impact clients who are building, deploying, or closely observing AI in real-world advisory environments, for this bylined article published in Advisor Perspectives. Read the article: The Productivity Paradox: Why AI Is Making Advisors Busier |
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The Lowe Down | April 2026
Being seen in credible outlets, maintaining consistent messaging across all touchpoints, and letting real client stories do the talking are what build the kind of trust that converts. With AI-generated content flooding the internet, authenticity — real reviews, real advisor personalities, real community — is becoming a genuine differentiator. Impact CEO, Marie Swift, participated in an executive roundtable while at the Tiburon CEO Summit in San Francisco in April. Read the article: From referrals to systems: what modern advisor marketing requires |
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Action! Magazine by AdvisorEngine | April 2026
In her article for AdvisorEngine's Action! Magazine, Marie Swift notes that wealth managers have long heard the same refrain: “You need to market more.” Yet lean teams, strict compliance, and client priorities often make marketing a game of catch-up. Now, technology and AI are changing the equation—helping advisors stay consistent, follow up effectively, and build client confidence. Marie advises how to leverage these elements without replacing the human judgment, empathy, and trust that sit at the heart of advisory relationships. Read the article: How financial advisors can use AI and technology to market smarter |
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The High Performance LIFE | March 2026
RIAs aspiring to become a $1 billion+ firm: this conversation is for you! Impact CEO Marie Swift joined Scott Danner of Freedom Street advisors and Claire Alexander of The Arch’s Anvil for a candid conversation about what holds advisors back, what they need to breakthrough barriers, and how to level up. Watch: The Hidden Ceiling Inside Every Growing Advisory Firm |
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Financial Planning Magazine | January 2026
In this Financial Planning article, Jonny Swift and Marie Swift discuss why advisors and other financial services professionals who rely heavily on social media need to consider the trade-off whether to stay active on channels they no longer trust, or walk away from a built-in audience, as controversy continues to swirl around X (formerly Twitter). Jonny shares that Impact Communications has increased our focus on LinkedIn while expanding the use of owned channels, including Impact's 'Best Practices' blog, Swift Chats podcast, videos, and email newsletter. "While it's important to change with the times and maintain a presence where your community and your audience are, it's more important for each professional to become their own media machine," said Jonny. Marie shared that Impact also emphasizes PR and credibility marketing, adding that "Social media is an amplification tool. It should not be the primary communication tool." Read the article: Why diversification matters when it comes to marketing |
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Kitces.com | January 2026
Impact Communications is pleased to be included on the inaugural Kitces.com map of service providers — a first-of-its-kind resource that shines a light on service providers within the wealth management industry. Since 1993, Impact Communications has provided dedicated, discerning, and driven PR and marketing services to a select group of highly-accomplished independent financial advisors and allied institutions in the WealthTech, finServe and related consulting ecosystem. We’re pleased to be included in the “all-in-one“ category on the service map, but it should be noted that we also offer our services on a customized, modular basis, based on our clients needs and interests. But it is accurate to think of us as being able to handle everything, soup-to-nuts, when it comes to marketing, branding, elevating stature and building authority, etc. View the map: Kitces Advisor Services Map |
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Financial Planning Magazine | January 2026
In this Financial Planning article, Jonny Swift and Marie Swift weigh in on a recent study that shows that RIAs that don't invest in marketing aren't growing organically, while also discussing the disparity in marketing spend among RIA firms. According to Jonny, "Most industry studies say that the best-run RIA firms spend 2-3% of annual revenue on marketing activities, but many that we speak with barely allocate 1% to marketing. We can clearly see a significant difference in how these firms market, operate and grow.” Marie adds, "What's encouraging is that more advisory leaders are beginning to realize that effective marketing isn't just about brochures or social media posts anymore. It's about strategic alignment, analytics and authentic differentiation — all of which require proper funding and expertise to execute well.” Read the article: RIAs that don't invest in marketing aren't growing organically, study says |
