Impact Communications founder and CEO, Marie Swift, shared with RIABiz reporter, Lisa Shidler, the personal considerations she uses for assessing whether she will or will not travel to conferences and business meetings this fall. Impact Communications does not have a company mandate for staff travel, as every team member is allowed to think through the options and make their own personal determinations. This is an interesting article with lots of nuance. Read the full article by Lisa Shidler in RIABiz.
Marie also provided comments to InvestmentNews reporter Jeff Benjamin. Read Jeff's article for helpful thoughts from Marie and other people interviewed.
Read on to see Marie's full comments as submitted to the publications.
Swift Chat: Marketing Trends for Financial Advisors Who Want to Stand Out with Angel Gonzalez and Jonny Swift
In this Swift Chat video interview, Jonny Swift of Impact Communications speaks with Angel Gonzalez, Chief Marketing Office and Co-Founder of Snappy Kraken, a marketing automation and growth platform for financial services professionals. You will learn about what's working for advisors today when it comes to digital marketing and what trends we are seeing on the horizon for advisors who want to stand out.
How Client Feedback Tools Can Empower Financial Advisors: A Conversation with NEXA Insights' Chris Manker
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc., speaks with Chris Manker of NEXA Insights, LLC.
How can financial advisors and their firms use client feedback to empower their people, inform their marketing strategy, improve client communications, solidify client relationships, uncover potential referrals and business growth opportunities while also identifying "clients at risk"?
When Financial Advisor magazine asked for my perspective regarding a recent social media hailstorm, I was happy to provide a few comments.
As is normally the case whenever any of us submit comments, we should never expect everything to be included -- but we do need to provide enough context for the reporters to understand our position and, most importantly, to provide a few "quotable quotes" that are simply too good not to use.
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. (Impact), speaks with Claire Akin of Indigo Marketing Agency (Indigo). While Impact and Indigo both offer content creation and social media / digital marketing solutions for independent financial advisors, the firms have different strengths and philosophies -- in fact, Impact and Indigo may even cross-refer depending on their initial assessment with the advisory firm. See if you can spot the differences in this fun and interesting conversation.