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Best Practices Blog

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.

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Happy Holidays Note from Marie Swift + Animated Greeting from Impact Communications, December 2021

12/22/2021

 
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.

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Working with the Media: How to Endear Yourself to (or Alienate) a Journalist -- 4 Journalists and a PR Pro Tell All on Nov. 11, 2021

10/29/2021

 
​Being quoted by a respected journalist in a prestigious publication can differentiate you from other financial planners who may not make the grade as the outlet’s vetting process unfolds. When you are seen as a source in media articles, the perception is that you are a more credible expert than a competitor who is not regularly quoted. Plus, being seen on a high-ranking website can significantly improve SEO (search engine optimization) factors for your firm and make you more visible online.
How do you endear yourself to a journalist so that you are more apt to hear from them again in the future?

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Impact Communications, Inc. Recognized by DesignRush for Digital Marketing Expertise

6/28/2021

 
Impact Communications, Inc., a full-service marketing and PR firm that works exclusively with independent financial advisors and allied institutions such as custodians, independent broker/dealers, consulting companies and fintech firms, today announced that they have been recognized as a Top Digital Marketing Agency in Kansas City by DesignRush, a B2B marketplace that connects brands with professional full-service agencies, web design companies, digital marketing firms, and top technology companies.

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Impact Communications - CEO Message and Fall Outlook 2021

5/29/2021

 
​2020 was certainly a tough year, for so many people. No one was immune. Everyone had concerns. But here at Impact Communications, the firm I founded 28 years ago, we are grateful for the lessons learned, the problems solved, and the families we fed.  We are tighter as a team, stronger as individuals, and more grounded than ever before. At Impact Communications, one of our hallmark phrases is "dedicated, discerning, driven." That certainly was the case for Team Impact, only doubly so in 2020 right up til now, May 2021. 

Now that the vaccines are working and travel is more safe, we are excited about the prospect of seeing old friends and new at industry conferences this fall. Please look for us, say hello, and let's compare notes. 

So far we are slated to be at:​

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Strategic Marketing Plans and Goal-Setting for Independent Financial Advisors

1/4/2021

 
As business owners, we start another New Year full of possibility and hope. Most of us have probably already hit the ground running, focusing on accomplishing great things. We can increase our chances of success and growth, by setting our objectives and creating measurable goals to develop a robust plan that attracts the right clients and brings in new business. Peg your success in 2021 to the 3M’s and a robust marketing plan.

Here are some of the objectives many top financial advisors have included in their 2021 marketing plan:

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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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Who's More Influential: Celebrities or Peers?

8/22/2019

 
​Earlier this week, Financial Planning magazine's editorial team asked me to weigh in on an important topic: Celebrity endorsements and whether or not they present a hazard for individual investors. I'm in this camp: Using celebrities as spokespersons for a wealth management brand is risky. Today's well-regarded celeb may be tomorrow's headline scandal or has-been persona. While some of my comments did make it into the article, I thought I'd take my own advice and do something we tell our clients to do: Share full press responses in the form of a blog post if not all of the comments are used (totally get it that there are space constraints and other competing interests happening for any journalist trying to craft a good story while writing on deadline).
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Marie Swift of Impact Communications On:  Building a Strong Online Presence as an Independent Financial Advisor

5/11/2018

 
​Many people – including journalists and prospective clients – find new sources and service professionals by stumbling upon them, not searching for a business or person by name. Time and time again we hear stories of advisors who can directly attribute new client activity and business growth to their online efforts – and some have even received surprise television appearance invitations and media requests from journalists seeking qualified experts to help with their stories. The lesson: have a good website and LinkedIn profile, and then add other digital assets over time (for example: a YouTube channel, Facebook page, Google+ profile and/or Twitter stream). After reading this blog entry, be sure to use the Diagnostic Tool (newly updated for 2018) to see if there are gaps in your online presence.

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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.

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    Swift Chats makes the list: Fifteen Must-Listen Financial Podcasts | WealthManagement.com | November 2021
     
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  • Home
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