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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 |
