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.