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If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening podcast series, recorded live at the bustling T3 Podcast Station.  In this special three-part podcast, hosted by Derrick Kinney of Success for Advisors and guest host Jonny Swift of Impact Communications, listeners are treated to front-row access to the conversations that matter most in wealthtech today. From major fintech rollouts to forward-thinking advisor strategies, the series showcases interviews with some of the #T32025 attendees, including:
Stay tuned for Part 2 with even more great conversations!
Swift Chat with Kevin Knull, CFP®: Revolutionizing Client Services with IRS Data Integration10/23/2024
In this Swift Chat episode, Marie Swift speaks with Kevin Knull, CFP®, President of TaxStatus, a cutting-edge IRS account monitoring and tax data platform designed for financial professionals and the clients they serve, about how this innovative fintech solution is helping financial advisors enhance client services through seamless integration with IRS data. Knull shares how TaxStatus enables continuous monitoring of client activities, providing real-time notifications on new filings and offering advanced analysis capabilities that help advisors prevent tax fraud and improve the financial advice they provide.
Swift Chat with John O'Connell: AI in WealthTech + Custodian Research Reports + Cyber Training9/23/2024
In this Swift Chat conversation, Marie Swift speaks with John O'Connell, founder of The Oasis Group, a leading consultancy for the wealth management industry. Their leadership position includes identifying, reviewing, and discussing new technologies and capabilities for the wealth management industry. The Oasis Group offers award-winning consulting services, industry-leading research, and compelling on-demand training for wealth management firms and the service providers who serve the wealth management industry.
Swift Chat with Alex Khassa: Revolutionizing Financial Advisor Marketing with Precision Video Ads9/12/2024
In this Swift Chat conversation, Jonny Swift speaks with Alex Khassa, founder of Clients Blackbox, a marketing partner to some of the fastest-growing financial advisory and retirement planning firms in the USA, about transforming financial advisor marketing through precision-engineered video ads. Khassa explains his approach to helping advisors capture more clients by creating highly targeted, short video ads on Facebook and Instagram that replace the traditional, slower webinar funnels. By focusing on the "speed to lead" principle, his strategy significantly reduces lead loss, offering clients immediate access to educational content and fast-tracked appointments. This method enables rapid scaling, delivering a superior return on investment.
Swift Chat with Meir Statman: Unlocking Behavioral Finance - Insights from A Wealth of Well-Being9/3/2024
In this Swift Chat conversation, Marie Swift speaks with Meir Statman, Professor of Finance at the Leavey School of Business at Santa Clara University, to discuss the field of behavioral finance. Renowned for his research, Meir Statman has recently authored a new book called "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance," which offers profound insights into the psychological underpinnings of financial decisions and their broader implications for personal well-being.
Question from a financial services industry reporter:
Given the news in the stock market today, I'm working on a related story regarding pre-written client communications. Advisors likely get a lot of calls and emails and texts when something like today happens. But can advisors get ahead of these things? Swift Chat with Derrick Kinney: Unlocking Success with Passion, Partnerships, and Positive Mindset7/8/2024
In this Swift Chat conversation, Marie Swift speaks with Derrick Kinney, Best-Selling Book Author, Keynote Speaker, and Host of the Good Money podcast, to unpack the secrets behind his success and the strategies that have helped countless individuals achieve financial freedom. He also shares advice for financial advisors who might be looking to emulate his success in building a multi-million dollar financial advisory business then selling it a few years ago to focus on what he calls "Derrick 2.0" wherein he now has more time to focus on coaching/mentoring other advisors, and addressing groups of financial advisors at hosted events.
A strong brand is crucial for independent financial advisors and allied institutions. With the rise of robo-advisors, artificial intelligence, social media influencers, and intense competition, standing out is more difficult and important than ever. This is where the art and science of a brand refresh can create a compelling brand identity and pave the way for future success.
In this Swift Chat conversation, Marie Swift speaks with Jane Wollman Rusoff, Contributing Editor with ThinkAdvisor and a two-time AZBEE award winner from the American Society of Business Publication Editors. Rusoff's career journey is as diverse as it is fascinating. From delving into consumer electronics during the tech revolution to interviewing some of the biggest names in entertainment, her experience spans multiple industries. She shares anecdotes from her interviews with iconic figures like Dustin Hoffman, John Bogle, Ray Charles, Steve Allen, and William Shatner, giving us a glimpse into their lives beyond the spotlight.
Alleged sexual assault and corresponding lawsuits can be damaging for any company — and it's particularly tragic in the financial services industry, a space that is trying to evolve from being male-dominated. I am always sad when any type of misconduct is alleged -- especially when the possible misconduct may have occurred at a high-profile conference.
In this Swift Chat conversation, Marie Swift speaks with Steve Atkinson, Speaker, Leadership Coach, and Growth Expert with Admired Leadership. The conversation delves into the realm of leadership and its practical applications in the financial advisory world. Steve shares insights and anecdotes that shed light on what it means to be an effective leader. He emphasizes the idea that leadership is not merely a title or a position but rather a set of behaviors and choices that anyone can adopt.
This special conference compilation podcast was recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot and happening at #T32024. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall - and all the celebrations in between - hear the biggest takeaways and insights from:
In this Swift Chat, Marie Swift speaks with Tony D'Amico, Founder and Managing Partner of Fidato Wealth, an award-winning SEC Registered Investment Advisor (RIA) based in Ohio, about the journey of building an admirable firm that stands out as the RIA of choice for both clients and talented professionals.
Swift Chat with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska: The BLX Internship Program12/19/2023
In this Swift Chat conversation, Marie Swift speaks with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska, three of the four co-founders of the BLX Internship Program, a premier initiative dedicated to fostering diversity in the financial planning profession, specifically for aspiring Black and Latinx financial planners. The trio expresses a genuine desire to make the financial planning industry more inclusive in response to the civil unrest following George Floyd's murder. Through partnerships with organizations like the National Association of Personal Financial Planners (NAPFA) and sponsors like the Charles Schwab Foundation, the program has successfully provided opportunities for underrepresented groups, establishing a fresh pipeline of diverse talent for financial planning firms. The conversation touches on the transformative impact on both interns and firms, emphasizing the importance of mentorship, community, and the value derived from fostering diversity in the financial services industry.
Swift Chat with Siddhartha Oza and Rohit Agarwal: Liability Optimization with Sora Finance12/5/2023
In this Swift Chat, host Marie Swift speaks with Siddhartha Oza and Rohit Agarwal, the co-Founders and co-CEOs behind Sora Finance, whose mission is to optimize debt costs for everyone by empowering advisors in actively managing clients' liabilities.
In this Swift Chat, Marie Swift sits down with Sam X Renick, the visionary behind Sammy Rabbit's Money School, a financial literacy program for children ages 2-10 years old.
Listen to discover the inspiration behind Sammy Rabbit's Money School, a groundbreaking initiative dedicated to instilling essential money habits in children.
In the fast-paced realm of modern marketing, the intersection of AI and personalization at scale is reshaping the way businesses engage with their audiences. A recent panel discussion held at the 2023 #MICUS Morningstar Conference Social/Digital Hub featured industry experts who delved into the dynamics of this evolving landscape, offering valuable insights for navigating the road to success.
In this unique Swift Chat, recorded live in the Social/Digital Hub at the 2023 Morningstar Investment Conference (MICUS) in Chicago, honorary “Hubster” Shawna Ohm of Content 151 flips the script as she interviews Marie Swift and Jonny Swift of Impact Communications.
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Daniel Satchkov, Co-Founder and President of RiXtrema, a pioneer in developing innovative tools for financial advisors using machine learning (AI) and data science. Daniel dives into RiXtrema's two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™.
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Michael Lecours, CFP®, Co-Founder of fpPathfinder, a company that helps financial advisors become more efficient, innovative and systematized by quickly solving planning problems and questions from clients using fpPathfinder's checklists and flowcharts.
In the dynamic world of financial services, establishing authority and credibility is crucial for professionals looking to stand out and drive growth. To shed light on the power of public relations (PR) and earned media and how it can play in to an effective marketing plan, a panel of experts gathered in Chicago at the Social/Digital Hub during the 2023 Morningstar Conference. This blog post will summarize the key takeaways from the discussion led by Jonny Swift of Impact Communications. He is joined by freelance journalist Roger Wohlner, media rockstar Shana Sissel, and PR professional Marie Swift.
Running a healthy small business is no easy feat. According to data from the U.S. Bureau of Labor Statistics, around 50% of U.S. businesses fail in their first five years, while 65% go under within ten years. That said, most people go into business with a positive mindset. So how do you know if you’re set up for success? When a writer for the American Express Business Trends and Insights blog asked for comments for an article she was writing, it got me thinking back about my 30 year journey as founder and CEO of Impact Communications.
In this special episode of Swift Chats, taped live at the #MICUS Podcast Stage, Hosts Jonny Swift and Marie Swift recap highlights and insights from the 2023 Morningstar Investment Conference with Mary Beth Franklin, Contributing Columnist at InvestmentNews and Laura Carstensen, Director of the Stanford Center on Longevity.
In preparation for a webinar on ChatGPT and other AI Tools as they apply to content creation for financial professionals, I dug in to learn more about just how effective these generative tools can be. I had a little fun, too. Below you can see the results of what happened when I asked ChatGPT to write five different poems about the limitations of ChatGPT as a content creation and research tool -- each of the poems in a different person's style. What do you think of these poems, written in the style of Ernest Hemingway, Jay Leno, George Kinder, Bob Veres, and Marie Swift?
If you missed the webinar that happened June 28, 2023, you can access the free replay by clicking the graphic below. It's an amazing resource with lots of sage advice and timely insights from Charlie Van Derven of Social Advisors, Suleman Din of Action! Magazine, and me, Marie Swift of Impact Communications. Many thanks to Equita Financial Network for providing the platform.
This special Swift Chat comes to you live from the Social/Digital Hub at the 2023 Morningstar Investment Conference in Chicago - April 25-27. Hosts Marie Swift and Jonny Swift, along with Honorary Hubsters Shawna Ohm of Content 151 and Victor Gaxiola of TechGirl Financial, speak with some big names about why they love coming to the Morningstar Investment Conference, highlights from various presentations, as well as takeaways from the conversations happening in the exhibit hall.
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