Impact Communications, Inc.
  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • Charitable Giving
    • VIdeos
    • Recognition
    • Join Our Team
  • Advisors
    • Conference Downloads
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites >
        • Website Case Study
    • Advisor Coaching
    • How We Work
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Media Placements
      • Examples of Impact Communications news releases
    • Website Strategy >
      • Case Study: Website Makeover
    • Speaking Engagements >
      • Speaking Appearences
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2023
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
  • Contact

Best Practices Blog

In Case of a PR Crisis ... Here's What To Do

1/17/2023

 
One of the most important things any financial advisory, fintech or financial services team should have prepared in case of a major crisis is a list of holding statements that are ready to go for various scenarios. If you find yourself in a crisis situation, you can bet that industry and sometimes national journalists will be reaching out to you and your firm for a statement. Rather than having to scramble and come up with something that is rushed and not thought through, it is best to have thoughtful statements at your fingertips that can be easily modified and tweaked slightly for the situation.

Read More

Swift Chat: Live from the 2022 MarketCounsel Summit

12/27/2022

 
In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2022 MarketCounsel Summit held at the Four Seasons Las Vegas December 5-8, 2022. While the audio clips have been stitched together to create one full podcast episode, the video interviews are available as single clips on a Vimeo Showcase. Links to both the audio and the video clips are below.

Read More

Happy Holidays Note from Marie Swift + Animated Greeting from Impact Communications, December 2022

12/17/2022

 
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. In the spirit of giving this year, we have decided to share our plan for making charitable donations -- instead of sending holiday gifts to our business friends and clients.
​Better yet, if you click the graphic below to show your support,
​we'll donate another $10 to our existing charitable hunger donation plan.

Read More

Swift Chat with James Lange: Know the Game You're Playing

11/23/2022

 
In this Swift Chat video conversation, Marie Swift of Impact Communications Inc. speaks with James Lange of Lange Financial Group, LLC about how to cut through the noise of an endless stream of marketing campaigns. Companies like yours may think they're playing baseball, but customers and clients are actually playing dodgeball.

The two discuss how Lange's own experiences inspired him to move into the niche of financial advice for parents of special-needs children, the best ways to connect with potential clients, and the overlooked value of paper mail. 

Read More

Swift Chat: FPA Kansas City Compilation Episode with Michael Kitces, Micha Baxley, and More (August and September 2022 Events)

10/31/2022

 
In this Swift Chat compilation episode from the FPA Kansas City Symposium from August 2022 and the FPA Kansas City chapter meeting in September 2022, host Marie Swift, CEO of Impact Communications, interviews a range of guests about their experiences at the events including:

- Micha Baxley, Vice President of Business Development of Allianz Life Insurance Company of North America
- Mike Flinn, Vice President of National Sales with BOK Financial - Advisor Trust Services
- Brian Willet, CEO of Advisor Game Plan LLC
- Michael Kitces, Head of Planning Strategy for Buckingham Wealth Partners
- Colin Swift, Digital Media Production and Relationship Manager at Impact Communications, Inc.
- Jonny Swift, Vice President and Director of Social/Digital Strategy for Impact Communications, Inc.

Learn more about the FPA Kansas City chapter events here.

Read More

Swift Chat with Blain Wease: Provincial Development Group, LLC

9/22/2022

 
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.

Read More

Creating a Marketing Plan Using the P.E.S.O. Model

9/15/2022

 
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.

Read More

Swift Chat with Rich Cancro: Thinking About the Future of Your Business

9/12/2022

 
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.​

Read More

Swift Chat: Imposter Syndrome and How to Handle Misplaced Perceptions Related to Age, Gender and Roles

8/30/2022

 
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.

Read More

Swift Chat with Craig Iskowitz: FinTech's Rapid Evolution and the Ezra Group WealthTech Integration Score

8/10/2022

 
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. 

Read More

Swift Chat with Mitch Martin: Achievement-Based Planning at the Crossroads of Fame and Fortune

7/30/2022

 
In this Swift Chat episode, Marie Swift speaks with Mitch Martin, founder and CEO of Stonebridge Wealth Management, about his work specializing in financial planning for clients in the arts, entertainment and sports industries. The two discuss his passion to give people who have acquired wealth suddenly a person they can trust to give sound advice, his focus on achievement-based planning, and aligning a client's investments with their values.
​
Learn more about Stonebridge Wealth Management at www.StonebridgeAdvisers.com

Read More

Swift Chat with Reese Harper: Don't Call it Financial Planning

7/25/2022

 
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.

Read More

Swift Chat Compilation Episode from the Investments & Wealth Institute ACE Academy 2022

7/15/2022

 
In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the Investments & Wealth Institute ACE Academy 2022 conference including:

Read More

Swift Chat Compilation Episode from the 2022 Morningstar Investment Conference

7/3/2022

 
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:

Read More

Women in Finance: Have you ever been pegged as an assistant or support person -- when you're not?

7/2/2022

 
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 ever 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.

Read More

FAR Sight / Swift Chat: How Global Pandemics and World Events Affect the World of Client Service and Financial Advice

6/24/2022

 
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.

Read More

Swift Chat Compilation Episode from the 2022 T3 Technology Tools for Today Conference

6/5/2022

 
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:

Read More

Swift Chat with Carl Richards: Navigating a Changing Environment

5/17/2022

 
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.

Read More

Swift Chat with Nitin Seth at T3: Winning in the Digital Age

5/11/2022

 
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.

Read More

Swift Chat with Bill Cates: Transforming Referrals into New Clients

4/12/2022

 
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.

Read More

Swift Chat with John Mackowiak and Dirk Pearson: Advyzon's Quantum Rebalancing Tool

4/11/2022

 
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.​

Read More

Swift Chat with Travis Parry: Achieving Balance In Life and Work

3/24/2022

 
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.

Read More

The New SEC Marketing Rules for Financial Advisors: Here's a Handy Compliance Checklist

2/21/2022

 
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.

Read More

Swift Chat with Jake Wagner: How Smart Advisors and Financial Services Firms are Adjusting their Marketing Sails in 2022

2/3/2022

 
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. 

Read More

Swift Chat with Brad Swineheart: Lead Generation Using White Glove Workshops

1/25/2022

 
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.

Read More
<<Previous
    Picture
    Picture

    About
    This Blog

    Welcome to the “Best Practices in the Financial Services Industry” blog, where you will find ideas and tips from Marie Swift, a nationally-recognized marketing communications consultant who's worked with some of the top financial services and financial advisory firms in the nation over the course of her career. The "Swift Chat" series, which is available in both a video and a podcast format, is co-hosted by Impact Communications Vice President Jonny Swift, who selects his own guests and brings a Millennial perspective to the show. This blog spotlights financial services firms and allied institutions that the Swifts deem as adopting "Best Practices" in the industry. You will find numerous posts with tools and ideas aimed at helping independent financial advisors communicate better, scale, and grow.

    RSS Feed

    Kudos for Swift ChatS Podcast

    Picture
    Swift Chats makes the list: Fifteen Must-Listen Financial Podcasts | WealthManagement.com | November 2021
     
    Tweets by @ImpactMarComPR
     

    Categories

    All
    4FP Digital Marketing
    ACE Academy
    ACP Alliance Of Comprehensive Planners
    AdvisorEngine
    Advisor Solutions
    Advyzon
    Alex Cavalieri
    Allan Slider
    Allianz
    Alternate Income Source
    Angel Gonzalez
    Anthony Mlachnik
    Appreciative LIstening
    Ariel Acuna
    Awards & Recognition
    Balance In Work/Life
    Bill Cates
    Blain Wease
    Bob Veres
    Brad Swineheart
    Brian Fricke
    Brian Willet
    Carl Richards
    CEG Worldwide
    Center For Financial Planning
    Charitable Donations
    Chip Simon
    Chris Lamoureux
    Chris Manker
    Claire Akin
    Client Advisory Boards
    Client Driven Practice
    Colin Swift
    Compliance
    Conversations That Matter
    Craig Iskowitz
    CWA Network
    Daniel Crosby
    Dan Wanous
    David Lyon
    Digital Transformation
    Ed Jacobson
    Elements App
    Eric Showalter
    Ezra Group
    FAR Sight Series
    FeeOnlyNetwork.com
    Fiduciary Standards
    Fiduciary Voices
    FinTech
    FPA Kansas City
    Francesca McLin
    Haleh Moddasser
    Hanah Bryant
    Heather Kelly
    Holiday Notes
    Holistiplan
    Hot & Happening @T3
    Howard Lutz
    Impact Communications
    Inc.
    Incedo
    Indigo Marketing
    IWI Membership
    Jack Bogle
    Jake Wagner
    Jeff Levine
    Jess Flynn
    Jim Lange
    Jody Jacobson
    Joel Bruckenstein
    Joe Lukacs
    John Bowen
    John Enright
    Jonathan Ainsley
    Jonny Swift
    Josh Cutler
    Kevin Lozer
    Lange Financial Group
    Magellan Network
    Marie Swift
    Mark Clure
    Marketing
    Marketing Fundamentals
    Mark Paulson
    Mark Pearson
    MarTech
    Martin Tarlie
    Marwa Zakharia
    Mastering The Conversation
    Matt Sonnen
    Matt Trujillo
    Media Relations
    Meir Statman
    Meredith Moore
    Michael Kitces
    Michael Palumbos
    Michael Scarborough
    Mike Flinn
    Mitch Martin
    NAPFA
    Nepsis
    NEXA Insights
    Nitn Seth
    Online Diagnostic Tool
    Online Gap Analysis
    Online Presence
    Oranj
    PESO Model
    Phil Walker
    PR Crisis
    Preston Cherry
    Provincial Development
    Ray Sclafani
    Reese Harper
    RIA Channel
    Rich Cancro
    Robert Sofia
    Robert Steinberg
    Roger Ibbotson
    Roger Pine
    Sam Brownell
    SEC Marketing Rule
    Seven Group
    Shannon Rosic
    Shannon Stone
    Snappy Kraken
    Snappy Kraken
    Sonya Lutter
    Stephen Wershing
    Steve Resch
    Stonebridge Wealth
    Stratus Wealth
    Survey
    Swift Chat
    T3 Conference
    T3 Tech Hub
    TD Ameritrade
    Tim Whiting
    Tim Wyman
    Tony D'Amico
    Travis Parry
    True Wealth Book
    Vanguard
    Veriday
    Victor Gaxiola
    Webinar
    White Glove
    Women In Finance

    Archives

    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    January 2020
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    February 2019
    November 2018
    September 2018
    August 2018
    May 2018
    August 2017
    July 2017
    June 2017

Stay Connected
Listen to Swift Chats podcast
View ​Swift Chat video series
View SwiftCam Series
Picture
Picture
SEE ALL AWARDS
Phone: 913-649-5009
Info@ImpactCommunications.org
©2021 Impact Communications, Inc.
View Google Profile

  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • Charitable Giving
    • VIdeos
    • Recognition
    • Join Our Team
  • Advisors
    • Conference Downloads
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites >
        • Website Case Study
    • Advisor Coaching
    • How We Work
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Media Placements
      • Examples of Impact Communications news releases
    • Website Strategy >
      • Case Study: Website Makeover
    • Speaking Engagements >
      • Speaking Appearences
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2023
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
  • Contact