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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.
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 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 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:
In this Swift Chat video interview, Jonny Swift of Impact Communications speaks with Angel Gonzalez, Chief Marketing Office and Co-Founder of Snappy Kraken, a marketing automation and growth platform for financial services professionals. You will learn about what's working for advisors today when it comes to digital marketing and what trends we are seeing on the horizon for advisors who want to stand out.
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:
In this Swift Chat video interview, Jonny Swift of Impact Communications speaks with Sam Brownell, CVA, CFA, Founder of Stratus Wealth Advisors, a financial planning and wealth management firm that specializes in succession planning and helping independent business owners maximize the value of their business.
Watch this 20:23 minute video, recorded in May of 2021, to learn about how successful business owners have actually survived and thrived throughout the COVID-19 pandemic and how they've had to pivot to meet new challenges. |
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