Blog Archives

Summary of "Conversations That Matter" Survey and Live Audience Poll Conducted 11/20/20 via RIA Channel Webinar

11/21/2020

Did you miss yesterday's webinar where I shared an overview of the Conversations That Matter project? The replay and paper will be available soon, but meanwhile, here is a really nice recap from Lee Barney at PLANADVISER Magazine. Thank you, Lee, for joining us and for this excellent summary.

The Sketch Guy, Carl Richards, CFP, Speaks with Marie Swift: On Being a Guide in a Changing Landscape

11/18/2020

In this Swift Chat video conversation, I speak with author / speaker / thought leader Carl Richards. The topic: Why advisors should think of themselves as a guide in a changing landscape, not a seller of certainty or a defender of an outdated map.

Carl is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

In this blog post, you will find an excerpt from the forthcoming paper, Conversations That Matter, a video interview with Carl Richards, and an invitation to the webinar via RIA Channel where I'll be joined by Bob Veres, Shannon Stone, and Heather Kelly.

Conversations That Matter: Heather Kelly and Marie Swift Discuss and Advisor / Client Realities During Crisis – Video Chat

11/6/2020

In this Swift Chat video conversation, I speak with Heather Kelly of Allianz Life Insurance Company of North America.

We discuss:

How advisors and their clients have adjusted to the challenges posed by 2020
Heather's role at United Capital and other financial services firms prior to joining Allianz
Ideas for bridging communication gaps with clients
Risk mitigation products and how Allianz is stepping up to help independent financial advisors with new and innovative solutions for their clients

Impact Communications is writing a Special Report called “Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times.”

Best Practices Blog

Summary of "Conversations That Matter" Survey and Live Audience Poll Conducted 11/20/20 via RIA Channel Webinar

The Sketch Guy, Carl Richards, CFP, Speaks with Marie Swift: On Being a Guide in a Changing Landscape

Conversations That Matter: Heather Kelly and Marie Swift Discuss and Advisor / Client Realities During Crisis – Video Chat

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Best Practices Blog

Summary of "Conversations That Matter" Survey and Live Audience Poll Conducted 11/20/20 via RIA Channel Webinar

The Sketch Guy, Carl Richards, CFP, Speaks with Marie Swift: On Being a Guide in a Changing Landscape

Conversations That Matter: Heather Kelly and Marie Swift Discuss and Advisor / Client Realities During Crisis – Video Chat

AboutThis Blog

Kudos for Swift ChatS Podcast

Categories

Archives

About
This Blog