In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Blain Wease, President of Provincial Development Group, LLC, about what makes Provincial different in their approach to helping wealth management firms implement solutions. Working with RIAs and Broker/Dealers, Blain shares how Provincial's comprehensive system improves the health of the firm. They discuss leadership, key metrics and insights on meeting goals by optimizing opportunity.
in 2016, I wrote an article for NAPFA's Advisor magazine on how to create a marketing plan using the P.E.S.O. Model as a framework for success. We refer to this framework so often in our client work and speaking engagements that I thought I would unearth the PDF and repost it here since so many of you continue to ask for a foundational explainer on what the P.E.S.O. Model is and why it is so important for financial services professionals to embrace.
In this Swift Chat video conversation, recorded live while at the T3 Conference in May 2022, Marie Swift of Impact Communications speaks with Rich Cancro, Co-Founder and CEO of AdvisorEngine.
The two discuss what makes the T3 Conference so unique as well as Cancro's T3 presentation on questions that an advisor should be thinking about for the future of their business and how to deliver a service to clients of which they're really proud.
They also take a look at the first issue of AdvisorEngine's new publication called Action! magazine and Marie gets the inside scoop on what to expect at AdvisorEngine's annual >drive Conference, which ultimately happened the week after T3 in Austin.
FAR Sight / Swift Chat: Imposter Syndrome and How to Handle Misplaced Perceptions Related to Age, Gender and Roles
In this second episode of the new FAR Sight Advisor series brought to you by Finance America Reverse (FAR) and their Retirement Strategies Division, Marie Swift interviews a variety of guests live at the InvestmentNews Women Adviser Summit held this summer in Denver.
Marie and the guests discussed Imposter Syndrome and if they had been misidentified in their careers due to some sort of age and/or gender bias. Some shared how at times they might not truly deserve to be in their positions, when they were actually well qualified and successful in their roles. They discuss the ways they have positioned themselves as they have grown in the industry. They touch on mentorship and bringing up the next generation of women in the profession.
Swift Chat with Craig Iskowitz: FinTech's Rapid Evolution and the Ezra Group WealthTech Integration Score
In this Swift Chat, Marie Swift of Impact Communications speaks with Craig Iskowitz, Founder and CEO of Ezra Group, a boutique strategy consulting and research firm. The two discuss the new Ezra Group WealthTech Integration Score, a unique score for FinTech vendors to help thos in the financial services realm and wealth management business build better integrated tech stacks. Craig dives into how the score is determined and what that means for FinTech vendors as well as those in the profession who may be deciding how to select and use various applications.
In this Swift Chat video conversation, Marie Swift speaks with Reese Harper CFP®, founder of Dentist Advisors and CEO of Elements. The two discuss how Harper built both Dentist Advisors and Elements, the importance of taking user psychology into account when building software functionality, and what goes into creating a sustainable financial planning practice for the next generations of clients.
To learn more about Reese and his podcasts, presentations, and consulting services, connect with him on LinkedIn:
Linkedin.com/in/ReeseHarper/. You can learn more about Elements at GetElements.com.
In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the Investments & Wealth Institute ACE Academy 2022 conference including:
In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference, Jonny Swift interviews a range of guests, live from the Social/Digital Hub. The episode features:
In a recent post on LinkedIn, Sheryl Hickerson, founder of Females & Finance (who is also a good business friend of mine and a super sharp marketing pro), asked: As a Woman in Finance, how many of you have you even been mistaken as the assistant versus the advisor at a conference? This got me thinking about my humble beginnings when I actually was an assistant to a highly-successful advisor. In case this helps anyone, I typed up a few thoughts and will post them here. In addition, at the very bottom of this post, I will link back to the LinkedIn conversation that Sheryl started in case anyone would like to comment on the topic.
FAR Sight / Swift Chat: How Global Pandemics and World Events Affect the World of Client Service and Financial Advice
The Financial Planning Association (FPA) and Finance of America Reverse (FAR) invited a select group of financial planning practitioners and financial services professionals to participate in a special round table while we were all together at the FPA Retreat in April 2022. This was my first FPA Retreat and I loved every minute of it. We gathered in a side room at the Lost Pines Resort – which was absolutely beautiful – to talk about the most pressing challenges and concerns – as well as the most important opportunities facing advisors today.
As moderator of the round table gathering, I kicked off the conversation by asking the participants to reflect back to March 2020 as the pandemic realities kicked in and, to more importantly, fast forward to today and tell us how things are going, what they have seen and put in place to better serve their clients, and where they are headed as the future unfolds.
In this special edition of Swift Chats recorded at the T3 2022 Conference, Marie Swift and Jonny Swift interview a range of guests from their booth in Podcast Alley at the event. The interviews features:
In this Swift Chat conversation, Marie Swift speaks with Carl Richards CFP® of the Society of Advice and creator of The Behavior Gap at the Jolt! Conference about the difficulties and opportunities of living in volatile times. The two industry insiders and strategy consultants discuss the vulnerability underlying advisors' marketing decisions and navigating change beyond the financial plan.
In this Swift Chat video conversation -- recorded live at the T3 Technology Tools for Today conference in Texas on May 3, 2022 -- Marie Swift of Impact Communications, Inc. speaks with Nitin Seth, CEO of Incedo, Inc., a digital transformation company. Nitin talks about the seven building blocks of successful digital transformation and winning in the digital age.
In this Swift Chat video conversation, Marie Swift speaks with Bill Cates, President of Referral Coach International and founder of the Cates Academy for Relationship Marketing about his new book Beyond Referrals, which gives advisors the tools they need to transform introductions into new clients.
The two discuss converting referrals into engaged introductions, why people make referrals, how to form business friendships, and shed more light onto what type of client relationships lead to introductions.
In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with John Mackowiak, Chief Business Development Officer, and Dirk Pearson, Chief Product Officer at Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers that includes portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage. Advyzon helps advisors streamline their operations so they can focus on growing their business.
The trio discusses the growth of the company, Advyzon's new Quantum Rebalancing tool, and a few teasers of upcoming features Advyzon is working on.
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. speaks with Travis Parry, a speaker, coach and author who has a Masters degree in Psychology and a Doctorate in Family and Human Development. Travis focuses on helping people achieve balance in their life. The two discuss what led Travis into this field and how he helps advisors reach their personal and professional goals.
So this is a brilliant way to attract more visibility in the financial services industry. If you are a compliance or law firm, create a checklist designed to help advisors navigate the complexities of the new SEC regulation related to testimonials, endorsements, and marketing. This free, downloadable PDF -- which presents an if-this-then-that type of checklist -- will be very helpful for advisory firms as they prep for the November 4, 2022 compliance date for the Securities and Exchange Commission’s Marketing Rule.
Swift Chat with Jake Wagner: How Smart Advisors and Financial Services Firms are Adjusting their Marketing Sails in 2022
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. speaks with Jake Wagner, Founder of Digital Marketing 4FP, which offers creative marketing and fractional CMO services to fiduciary advisors and larger organizations that support independent advisors. The two talk about, what else, marketing and how smart advisors are adjusting their business growth sails in 2022.
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. speaks with Brad Swineheart, SVP of Business Development at White Glove, a marketing company that helps advisors succeed via educational workshops, marketing content, and social media. The two discuss White Glove’s unique approach to lead generation. Brad dives into how White Glove matches advisors with pre-determined workshop topics guaranteed to bring in the ideal type of clients. White Glove’s approach of handling all the heavy lifting allows the advisor to focus on what they're good at, educating prospects on financial topics and generating leads.
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. speaks with Alex Cavalieri, Co-Founder of Seven Group, a "hybrid marketing platform" that gives financial advisors insights and tools they need to market their brand more effectively, create deeper client relationships, and reach new audiences. The two talk about the importance of having a niche, finding and marketing to ideal clients, and how Seven Group's hybrid platform can help advisors through the whole marketing process. Seven Group's strategic guidance, marketing technology, and content library is a perfect complement to Impact Communications' custom content creation, PR and credibility marketing solutions.
One of the greatest joys of the season is spending time with family, friends, colleagues, and clients who share similar values -- including an appreciation for all the blessings that we enjoy at this most wonderful time of the year.
Are you a good communicator? How do you know? In this article, 4 Keys to Mastering Client Conversations, Marie Swift of Impact Communications offers some ideas that bubbled up during her work on a new paper, Mastering the Conversation: A Guide to Excellent Client Communication, which Heather Kelly and the Advisory Solutions Team at Allianz made available in 2022.
No name/email needed to access PDF: https://tinyurl.com/MTCGuide
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. speaks with Phil Walker, who is with the Retirement Strategies Division at Finance of America - Reverse. The two talk about how financial advisors can reduce portfolio risk for their clients who need consistent income streams during retirement - especially during down markets - by tapping alternative sources of income (in this case, tapping their home equity via a reverse mortgage).
In this Swift Chat video / podcast conversation, Marie Swift of Impact Communications, Inc. speaks with Haleh Moddasser of Stearns Financial Group. The two talk about Haleh's new podcast "Women On Top with Haleh Moddasser," Haleh's two books (one on gray divorce and one on ESG investing), and how Haleh sees the role of women in creating social change through the power of the purse and their investment decisions.
We can all think of people in our lives who are smart as the dickens but they seem to lack emotional intelligence. They don’t seem to understand that tone matters, that body language and facial expression matters, that words matter. It’s not always what they say but how they say it – and when – that seems a bit ham-handed.