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

Best Practices Blog

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.

Read More

Josh Cutler of Bluestem Financial Advisors on the ACP Annual Conference for Fiduciary Advisors - Video Chat with Marie Swift

10/10/2020

 
In this Swift Chat video conversation, Josh Cutler of Bluestem Financial Advisors, LLC tells us why he is proud to be a member of the Alliance of Comprehensive Planners (ACP) and how he and the ACP annual conference task force planned for and shifted to a virtual event once the pandemic became a reality in 2020.

Read More

Financial Advisor Mark Clure Launches True Wealth Network of Advisors, Shares Insights in New True Wealth Book - Video Chat with Marie Swift

9/22/2020

 
Mark Clure, CFP, True Wealth
Do you feel called to a greater purpose? Is there something you, like me, feel you were born to do, something that would make a positive impact on those around you?
 
So many of us wrestle with this feeling, yet we never get the clarity we need to move forward. Or we try to fill that void with financial success, only to discover that money doesn’t bring us fulfillment. Either way, we’re stuck wanting more for our lives.

Mark Clure, CFP®, knows that feeling. It’s what set him on a journey that ultimately led him to create The GUIDE Process for identifying and then financing your ideal lifestyle.

I asked Mark to visit with me via a video conference service and have included both the transcript and the video recording of our Swift Chat below.


Read More

Panel discussion hosted by NAPFA to focus on Marketing Strategies for Fiduciary Advisors

8/27/2020

 
Every single one of us has had to adjust as the realities of the global pandemic became apparent this spring. But while these have been challenging times for us individually and as a nation, not every advisor is struggling. In fact, some advisors are thriving. You’ll meet three such advisors during this important webinar: 

  • Haleh Moddasser, CPA, of Stearns Financial Group (www.StearnsFinancial.com)
  • Tony D’Amico, CFP®, of Fidato Wealth (www.FidatoWealth.com)
  • Nicole Strbich, CFP®, CPWA, EA, of Buckingham Advisors (www.MyBuckingham.com)

These accomplished fiduciary advisors will join me for the September webcast in the NAPFA Playbook 2020 series to share what’s working – and what’s not – when it comes to client communications and building your business as a fthrough thick and thin.

Read More

John Bowen of CEG Worldwide Tells Advisors How to Get an Unfair Advantage - Video Chat with Marie Swift

8/9/2020

 
In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with John Bowen of CEG Worldwide. The topic: How advisors who have positioned themselves as pandemic experts are getting an unfair, competitive advantage + how the opportunity to capture additional assets now has never been greater.

Read More

Snappy Kraken's Francesca McLin Shares Secrets to Digital Marketing Success in Swift Chat - View Video and Transcript Here

7/25/2020

 
In this Swift Chat video conversation, I speak with Francesca McLin of Snappy Kraken. The topic: How communications have changed for financial advisors and their clients due to the coronavirus lock-downs  -  with special bonus material on the new Half-Time Report that Snappy Kraken will unveil via a webinar on July 28th at 3pm ET.  There are lots of golden nuggets in this 15 minute video chat with Francesca!

Read More

Virtual Press Conference: VIPs in the Financial Services Industry Reflect on the COVID-19 Crisis and Answer Journalists’ Questions, including: What Would Vanguard’s Jack Bogle Say?

5/22/2020

 
​Professional journalists and a small group of interested others (special invitations extended by the panelists) were invited to join a group of investor advocates and fiduciary leaders for a virtual discussion on May 5, 2020 at 3:00 pm ET.
 
Organized by the Institute for the Fiduciary Standard and “Friends of Jack” and hosted by Impact Communications, this virtual conversation brought leading fiduciary voices and investor advocates together to discuss the legacy of John C. "Jack" Bogle.

Read More

How the ACP System™ Reduces Anxiety – for Advisors and Their Clients – During Market Downturns

5/4/2020

 
In this Swift Chat video conversation, I speak with financial advisors Hannah Basil Bryant, CFP®, and Chip Simon, CFP®, who explain how the ACP System™ helps advisors maintain their client base (and their revenue) and why their clients feel safe and secure through market downturns, even during the current worldwide health and financial crisis. 

Read More

Virtual Focus Groups Help Advisors Refine Client Communication Strategies During Times of Extreme Duress

3/25/2020

 
Every investment advisor is facing it: How to stay in contact with their clients and help them to avoid panic and sell off at a market low – especially during this extraordinary time.
 
With anxiety levels high, advisors have been called on to communicate with their clients to provide them with factual information and calm fears. But how much communication is too much or too technical; or causes more, not less anxiety?
Here’s your answer: Conduct a virtual focus group.
Better yet, let a professional conduct a virtual focus group for you.

Read More

Kelly Adams of Harbor Light Planning On: Using the ACP Model to Grow Your Advisory Practice

4/10/2019

 
I recently had the pleasure of speaking with Kelly Adams, fee-only financial advisor and founder of Harbor Light Planning. Kelly is a NAPFA-Registered Advisor (National Association of Personal Financial Advisors) as well as a member of the Alliance of Comprehensive Planners (ACP), and during our discussion shared with our listeners how she has used the ACP model and methodology to grow her advisory practice.
​
Click here to listen to the audio recording.
 
A transcript of the interview is posted below.

Read More
    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 consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years, and special guests. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. From time to time, Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.​

    Tweets by @marieswift

    Categories

    All
    ACP Alliance Of Comprehensive Planners
    Advisor Solutions
    Allan Slider
    Allianz
    Appreciative LIstening
    Bob Veres
    Brian Fricke
    Carl Richards
    CEG Worldwide
    Chip Simon
    Chris Lamoureux
    Client Advisory Boards
    Client Driven Practice
    Conversations That Matter
    Daniel Crosby
    David Lyon
    Ed Jacobson
    FeeOnlyNetwork.com
    Fiduciary Voices
    FinTech
    Francesca McLin
    Haleh Moddasser
    Hanah Bryant
    Heather Kelly
    Holistiplan
    Howard Lutz
    Impact Communications
    Indigo Marketing
    Jack Bogle
    Jody Jacobson
    Joel Bruckenstein
    Joe Lukacs
    John Bowen
    Josh Cutler
    Kevin Lozer
    Magellan Network
    Marie Swift
    Mark Clure
    Marketing
    MarTech
    Meir Statman
    Michael Scarborough
    NAPFA
    Online Diagnostic Tool
    Online Gap Analysis
    Online Presence
    Oranj
    RIA Channel
    Robert Sofia
    Roger Pine
    Sam Brownell
    SEC Marketing Rule
    Shannon Stone
    Snappy Kraken
    Sonya Lutter
    Stephen Wershing
    Stratus Wealth
    Survey
    Swift Chat
    TD Ameritrade
    Tony D'Amico
    True Wealth Book
    Vanguard
    Veriday
    Victor Gaxiola
    Webinar

    Archives

    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
Picture
1-800-974-7753 | Info@ImpactCommunications.org
©2020 Impact Communications, Inc.
  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • VIdeos
  • Advisors
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites
    • Advisor Coaching
    • How We Work
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Examples of Impact Communications news releases
    • Website Strategy
    • Speaking Engagements
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
  • Contact