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In this special Swift Chats, we're live at the 2023T3 - Technology Tools for Today Advisor Conference in Tampa, which took place March 13-16. Host Marie Swift talks with an array of guests in the T3 Podcast Station powered by Myriad Advisor Solutions about their big takeaways from #T32023, as well as why they love the T3 community and keep coming back to the T3 conference year after year. A few of the VIP guests even discuss some big announcements shared at the conference.
In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, co-hosts Marie Swift and Jonny Swift speak to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall, hear the biggest takeaways and insights from:
In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2023 AICPA & CIMA Personal Financial Planning Summit held at Dimensional Fund Advisors Headquarters in Austin, TX January 30 - February 1. Guests share some of their biggest takeaways from the various sessions as well as why they love attending the summit every year. Marie also speaks with Lyle Benson, Program Chair, AICPA & CIMA Personal Financial Planning Summit 2023, shortly after the summit sharing highlights and insights.
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Bridget Grimes, CFP® and Katie Burke, CFP®, Co-Founders of Equita Financial Network, an entity that empowers independent, women-led financial planning firms to provide outstanding service to their clients, achieve business success, and leverage a network that allows them to do their life’s work without sacrificing what matters most.
Swift Chat with George Kinder: Using Listening Skills and Mindfulness to Manifest your Goals2/14/2023
In this Swift Chat, Marie Swift of Impact Communications Inc. speaks with George Kinder of the Kinder Institute of Life Planning. The two discuss mindfulness skills to help yourself live the life you want to live and what the Registered Life Planner designation means.
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Joel Bruckenstein, President of Technology Tools for Today, about what to expect at the T3 2023 conference March 13-16 in Tampa.
Joel shares some of the featured speakers appearing at this year's conference, some of the topics and trends that will be discussed, as well as what to expect at this year's exhibit hall. The two also discuss all the details around lodging and planning to maximize your T3 experience 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.
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.
Happy Holidays Note from Marie Swift + Animated Greeting from Impact Communications, December 202212/17/2022
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. 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. Swift Chat with Kellan Brown and Jean Heath: The Value of a Structured Mentorship Program11/15/2022
In this In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Kellan Brown, Vice President of Business Development Strategic Partnerships in the Retirement Strategies Division at FAR, Finance of America Reverse, and Jean Heath, CIMA®, head of Asset Manager Network at Envestnet.
The trio discuss the importance of structured mentorship programs, how their respective companies implement their own mentorship programs, and how those mentorship programs help in building a strong workplace culture. The three women also share their own experiences in mentorship programs both as a mentee when starting their careers and as mentors as they've established themselves in their careers. 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.
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Alyssa Phillips, Chief Operating Officer at HCR Wealth Advisors, a RIA firm with fiduciary values based in Los Angeles.
The two discuss how HCR uses technology and people to build an empowered and collaborative workplace culture. They also share highlights from the recent WealthManagement.com "Wealthies" awards where Alyssa was up for CTO of the year.
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.
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.
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.
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.
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.
Swift Chat with Mitch Martin: Achievement-Based Planning at the Crossroads of Fame and Fortune7/30/2022
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
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.
In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the Investments & Wealth Institute ACE Academy 2022 conference including:
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:
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.
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. 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:
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