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Best Practices Blog

Swift Chat with Haleh Moddasser: Women, Wealth and Social Change

11/23/2021

 
In this Swift Chat video / podcast conversation, Marie Swift of Impact Communications, Inc. speaks with Haleh Moddasser of Stearns Financial Group. The two talk about Haleh's new podcast "Women On Top with Haleh Moddasser," Haleh's two books (one on gray divorce and one on ESG investing), and how Haleh sees the role of women in creating social change through the power of the purse and their investment decisions.

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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.

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TechGirl Financial has Doubled-Down on Communications throughout the Covid Crisis - Marie Swift and Victor Gaxiola Provide the How and the Why

7/15/2020

 
In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with Victor Gaxiola, co-founder of TechGirl Financial. The topic: How communications have changed for financial advisors and their clients due to the coronavirus lock-downs and why TechGirl Financial decided to double-down on their communications.

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Pushing through the Fog: Marketing that Works for Advisors Today

6/26/2020

 
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Every single one of us has had to adjust our expectations of what is “normal” now. While some have used the term “new normal” to describe the work-from-home and shelter-in-place realities we are all experiencing, others continue to point out that things are changing quickly enough that now there is really just the “next normal” followed by the “next normal.” Sometimes it can feel like pushing through a patch of fog.
​
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: 

Pushing through the Fog: Marketing that Works for Advisors Today
Thursday, July 23, 2020 at 4:00 pm ET

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    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.

    Kudos for Swift ChatS

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

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  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • VIdeos
    • Recognition
    • Join Our Team
  • Advisors
    • 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
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