|
Citybiz | July 2026
In this Swift Chat podcast episode, Marie Swift sits down with Frank Corrado, a fiduciary financial advisor whose career has spanned public accounting, two decades at JP Morgan, over 20 years running his own independent RIA, and founder of Pivot Point, which partners with financial advisors and their clients as a “Chief Behavioral Officer” to help people move from insight to action at life’s pivotal decision-making moments. Corrado highlights his new white paper, 'The Strategic Power of Humanization in Modern Wealth Management', which makes the case that the advisory profession is shifting from product and service-centric models toward a deeply human-centered practice. He also touches on the benefits of being a member of the Alliance of Comprehensive Planners (ACP) and how that methodology and community of like-minded financial planning and wealth management professionals has been an important part of his success. Watch: Swift Chat with Frank Corrado: Humanizing Financial Advice in the Age of AI |
|
Citybiz | July 2026
In this Swift Chat podcast conversation, Marie Swift speaks with Stacy Chitty of Blue Vault and Henry Zelikovsky of Softlab360 to discuss how better data and modern technology are transforming the way financial advisors and asset managers evaluate alternative investments. The conversation explores Blue Vault’s new research portal, built to bring greater transparency, usability, and depth to alternative investment data. With a Snowflake-backed data infrastructure and standardized performance metrics, the portal helps users analyze and compare offerings across non-traded REITs, BDCs, interval funds, tender offer funds, DSTs, and more. Watch: Swift Chat with Stacy Chitty and Henry Zelikovsky: Bringing Transparency to Alternative Investment Data |
|
Action! Magazine by AdvisorEngine | July 2026
Marie Swift was featured in this article from Action! Magazine by AdvisorEngine, where she discusses how financial advisor marketing in 2026 looks very different from what it did even a few years ago. With AI, “the advisor can see things about their current and prospective clients that they might not have been able to see before; now there are whole programs that will help unveil trigger events, life events, money-in-motion events, or just information about your clients”. In addition, AI can help advisory firms conduct competitive analysis to identify key differences from other firms and their strengths as a better choice for potential clients. Read the article: Financial advisor marketing: The stack that actually drives clients |
|
RIA CIRCLE | June 2026
Impact Communications’ founder and CEO, Marie Swift, presented a webinar for RIA Circle members titled “Brand Gravity for Elite Advisors: Attracting Ideal Clients and Top Talent Before You Say a Word.” In this session, she shared strategies for integrating public relations into marketing, building credibility through personal branding, and leveraging media and thought leadership to elevate advisors from local experts to recognized industry leaders. The presentation focused on helping growth-minded RIAs attract high-quality clients and talent through reputation-driven influence rather than traditional marketing efforts. Download the slides for: Brand Gravity for Elite Advisors |
|
ThinkAdvisor | May 2026
In an article for ThinkAdvisor, Marie Swift covers how AI and modern marketing technology are reshaping the way financial advisors attract, engage, and convert clients. Used correctly, these tools do not make advisors less human. They allow advisors to be more human, more present, more responsive, and more focused on the relationships that truly matter. Firms with consistent, values-based communication tend to experience stronger organic growth. The most successful firms treat AI as an assistant, not an author. Advisors who embrace AI thoughtfully — focusing on clarity, consistency and credibility — will gain a measurable advantage in both traditional and AI-driven discovery channels. Read the article: How to Use AI and Technology to Market Smarter |
|
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 |
|
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 |
|
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 |
|
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 |
|
Citybiz | January 2026
In this Swift Chat podcast episode featured in CitybIz, John O’Connell of The Oasis Group and Marie Swift of Impact Communications dig into predictions for 2026 when it comes to AI and technology for financial advisors. They cover AI Meeting assitants, Agentic AI, Brand Voice Guidelines and custom GPTs, prompt engineering, and so much more. Watch: Swift Chat with John O’Connell: Agentic AI, GenAI, WealthTech Knowledge, T3, and More |
|
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 |
|
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 |
|
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 |
