In this Swift Chat, Marie Swift sits down with Sam X Renick, the visionary behind Sammy Rabbit's Money School, a financial literacy program for children ages 2-10 years old.
Listen to discover the inspiration behind Sammy Rabbit's Money School, a groundbreaking initiative dedicated to instilling essential money habits in children.
Navigating Modern Marketing and Personalization at Scale with AI: Insights from Industry Experts at #MICUS 2023
In the fast-paced realm of modern marketing, the intersection of AI and personalization at scale is reshaping the way businesses engage with their audiences. A recent panel discussion held at the 2023 #MICUS Morningstar Conference Social/Digital Hub featured industry experts who delved into the dynamics of this evolving landscape, offering valuable insights for navigating the road to success.
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Michael Lecours, CFP®, Co-Founder of fpPathfinder, a company that helps financial advisors become more efficient, innovative and systematized by quickly solving planning problems and questions from clients using fpPathfinder's checklists and flowcharts.
In the dynamic world of financial services, establishing authority and credibility is crucial for professionals looking to stand out and drive growth. To shed light on the power of public relations (PR) and earned media and how it can play in to an effective marketing plan, a panel of experts gathered in Chicago at the Social/Digital Hub during the 2023 Morningstar Conference. This blog post will summarize the key takeaways from the discussion led by Jonny Swift of Impact Communications. He is joined by freelance journalist Roger Wohlner, media rockstar Shana Sissel, and PR professional Marie Swift.
Running a healthy small business is no easy feat. According to data from the U.S. Bureau of Labor Statistics, around 50% of U.S. businesses fail in their first five years, while 65% go under within ten years. That said, most people go into business with a positive mindset. So how do you know if you’re set up for success? When a writer for the American Express Business Trends and Insights blog asked for comments for an article she was writing, it got me thinking back about my 30 year journey as founder and CEO of Impact Communications.
Swift Chat with Mary Beth Franklin and Laura Carstensen: Highlights from the 2023 Morningstar Investment Conference
In this special episode of Swift Chats, taped live at the #MICUS Podcast Stage, Hosts Jonny Swift and Marie Swift recap highlights and insights from the 2023 Morningstar Investment Conference with Mary Beth Franklin, Contributing Columnist at InvestmentNews and Laura Carstensen, Director of the Stanford Center on Longevity.
Fun Times: Marie Swift Experiments with ChatGPT to Generate Poems by Bob Veres, George Kinder, and other Personalities
In preparation for a webinar on ChatGPT and other AI Tools as they apply to content creation for financial professionals, I dug in to learn more about just how effective these generative tools can be. I had a little fun, too. Below you can see the results of what happened when I asked ChatGPT to write five different poems about the limitations of ChatGPT as a content creation and research tool -- each of the poems in a different person's style. What do you think of these poems, written in the style of Ernest Hemingway, Jay Leno, George Kinder, Bob Veres, and Marie Swift?
If you missed the webinar that happened June 28, 2023, you can access the free replay by clicking the graphic below. It's an amazing resource with lots of sage advice and timely insights from Charlie Van Derven of Social Advisors, Suleman Din of Action! Magazine, and me, Marie Swift of Impact Communications. Many thanks to Equita Financial Network for providing the platform.
This special Swift Chat comes to you live from the Social/Digital Hub at the 2023 Morningstar Investment Conference in Chicago - April 25-27. Hosts Marie Swift and Jonny Swift, along with Honorary Hubsters Shawna Ohm of Content 151 and Victor Gaxiola of TechGirl Financial, speak with some big names about why they love coming to the Morningstar Investment Conference, highlights from various presentations, as well as takeaways from the conversations happening in the exhibit hall.
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.
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 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 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 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.
In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with John Mackowiak, Chief Business Development Officer, and Dirk Pearson, Chief Product Officer at Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers that includes portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage. Advyzon helps advisors streamline their operations so they can focus on growing their business.
The trio discusses the growth of the company, Advyzon's new Quantum Rebalancing tool, and a few teasers of upcoming features Advyzon is working on.
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.
Are you a good communicator? How do you know? In this article, 4 Keys to Mastering Client Conversations, Marie Swift of Impact Communications offers some ideas that bubbled up during her work on a new paper, Mastering the Conversation: A Guide to Excellent Client Communication, which Heather Kelly and the Advisory Solutions Team at Allianz made available in 2022.
No name/email needed to access PDF: https://tinyurl.com/MTCGuide
We can all think of people in our lives who are smart as the dickens but they seem to lack emotional intelligence. They don’t seem to understand that tone matters, that body language and facial expression matters, that words matter. It’s not always what they say but how they say it – and when – that seems a bit ham-handed.
In the study we conducted in 2020, Impact Communications found that when it comes to reassuring clients during turbulent times, “I care” communications are way more important than “I know” communications. Of course, communicating effectively was not easy during the worst parts of 2020 and the dog years of 2021.
So, how do you master even the toughest of conversations? This article will dive deeper into the topic. You will also find links to resources and ideas for becoming more resilient yourself as a "first responder" of sorts.
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
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?
Impact Communications founder and CEO, Marie Swift, shared with RIABiz reporter, Lisa Shidler, the personal considerations she uses for assessing whether she will or will not travel to conferences and business meetings this fall. Impact Communications does not have a company mandate for staff travel, as every team member is allowed to think through the options and make their own personal determinations. This is an interesting article with lots of nuance. Read the full article by Lisa Shidler in RIABiz.
Marie also provided comments to InvestmentNews reporter Jeff Benjamin. Read Jeff's article for helpful thoughts from Marie and other people interviewed.
Read on to see Marie's full comments as submitted to the publications.
When Financial Advisor magazine asked for my perspective regarding a recent social media hailstorm, I was happy to provide a few comments.
As is normally the case whenever any of us submit comments, we should never expect everything to be included -- but we do need to provide enough context for the reporters to understand our position and, most importantly, to provide a few "quotable quotes" that are simply too good not to use.
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. (Impact), speaks with Claire Akin of Indigo Marketing Agency (Indigo). While Impact and Indigo both offer content creation and social media / digital marketing solutions for independent financial advisors, the firms have different strengths and philosophies -- in fact, Impact and Indigo may even cross-refer depending on their initial assessment with the advisory firm. See if you can spot the differences in this fun and interesting conversation.