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In this Swift Chat conversation, show host Marie Swift speaks with Beth Mosshart, co-founder and Chief Operating Officer at StraightLine, an award-winning Registered Investment Adviser (RIA), about how their education-first philosophy, a disciplined planning process, and research-driven investment approach help clients feel more confident about their financial futures.
In this Swift chat conversation, Marie Swift sits down with Frank Corrado, a fiduciary financial advisor whose career has spanned public accounting, two decades at JP Morgan, over 20 years running his own independent RIA, and founder of Pivot Point, which partners with financial advisors and their clients as a "Chief Behavioral Officer" to help people move from insight to action at life's pivotal decision-making moments. Corrado shares the pivot points that shaped his path, from leaving Wall Street after 9/11 to earning his CFP, becoming a Registered Life Planner through the Kinder Institute of Life Planning, and now pursuing the Certification Financial Transitionist through the Financial Transitionist Institute.
In this Swift Chat conversation, Marie Swift speaks with Stacy Chitty of Blue Vault and Henry Zelikovsky of Softlab360 to discuss how better data and modern technology are transforming the way financial advisors and asset managers evaluate alternative investments.
John O'Connell of The Oasis Group and Marie Swift of Impact Communications dig into predictions for 2026 when it comes to AI and technology for wealth managers, investment advisors, and financial planners. They cover AI Meeting aids, Agentic AI, Brand Voice Guidelines and custom GPTs, prompt engineering, and so much more.
In this Swift Chat conversation, Marie Swift speaks with renowned industry commentator and author Bob Veres to explore his sweeping new book, “A Behind-the-Scenes History of the Financial Planning Profession: My 45-Year Journey as an Insider.”
In this Swift Chat conversation, Marie Swift speaks with Paul Gilbert, Marketing Manager at Myriad Advisor Solutions, a long-established, full-service business advisory firm, and Shawna Ohm, Founder of Content 151, a customized content and marketing solution for independent financial advisors, to discuss year-end insights for independent advisors navigating market volatility, AI trends, and business growth.
Swift Chat with Mark Heynen: Enabling Deeper Client Connections Through AI-Driven Insights11/25/2025
In this Swift Chat conversation, Marie Swift speaks with Mark Heynen, Co-Founder and Chief Product Officer at Knapsack, an AI platform for financial advisors that automates meeting prep, note-taking, follow-ups, and CRM updates directly on-device, enabling compliance and workflow efficiency without compromising client data security, to discuss the evolving landscape of technology and productivity tools for financial advisors.
In this Swift Chat conversation, Marie Swift speaks with Meaghan Dowd CAPI, CPRIA, PLCS, CLCS, Director of Insurance at Holistiplan, focusing on insurance planning and risk management for financial advisors, about gaps in personal insurance coverage, such as issues with replacement cost, young drivers, and lifestyle factors like renovations or owning rental properties, that advisors often overlook when reviewing client needs.
In this Swift Chat conversation, Marie Swift speaks with Alan Thomson, Founder and Chief Architect of Intervallum Technologies, which specializes in innovative investment solutions, particularly through their flagship product, the CrestCast™ Macro-Aware US Factor Rotation Index, to discuss insights on the future of portfolio management, focusing on access, personalization, tax optimization, and systematic approaches that adapt to real-time macro risk.
In this Swift Chat conversation, Marie Swift speaks with Michael Rose, CFP®, MST, Director of Wealth Management Research at Cerulli Associates, a leading global research, consulting, and analytics firm specializing in asset management, wealth management, and financial services, to discuss Cerulli’s 117-page 2025 study on U.S. wealth management technology, zeroing in on how digital tools are transforming the independent advisory space and service delivery for both clients and advisors.
In this Swift Chat conversation, Marie Swift speaks with Matt Morris, CEO and co-founder of EncorEstate Plans, a comprehensive, customizable estate planning and trust funding platform that empowers financial advisors to efficiently create, update, and fund estate plans for their clients, all backed by expert legal review and support—without requiring a subscription or direct-to-consumer access, for an in-depth conversation on how financial advisors can fundamentally elevate their client relationships through proactive, advisor-led estate planning.
In this Swift Chat conversation, Marie Swift speaks with Claire Alexander, founder of The Arch’s Anvil, an operations and growth platform designed to help service-based businesses, particularly financial advisors, transform big visions into high-functioning businesses. Claire shares her journey from working in administrative roles to building and leading complex wealth management firms, culminating in the creation of her 10-week operational transformation program.
Swift Chat with Andy Wang: Less Polish, More Presence – The New Formula for Social Media Success7/30/2025
In this Swift Chats episode, Marie Swift speaks with Andy Wang, Managing Partner at Runnymede Capital Management, host of the Inspired Money podcast, and a LinkedIn Top Voice, to explore how he has strategically leveraged LinkedIn to grow his following, build authentic connections, and generate business opportunities, all while staying grounded in his mission of helping others.
Swift Chat with Jeff Coyle: Reimagining Wealth Management with 'Total Wealth' Planning and Investing6/4/2025
In this Swift Chat episode, Marie Swift speaks with Jeff Coyle, Founder and CEO of Libretto, about how his wealthtech platform is transforming the financial planning landscape by utilizing a 'total wealth' approach to lifecycle planning and investing. Coyle explains how Libretto enables advisors to move beyond traditional tools like risk questionnaires and Monte Carlo simulations by offering a unified, holistic approach to wealth management.
Swift Chat with Leigh White, CEPA®: Real-World Lessons in Succession Planning and Resilience5/20/2025
In this Swift Chat conversation, Marie Swift welcomes Leigh White, CEPA® Founder and CTO of Myriad Advisor Solutions, which provides comprehensive business consulting and operational support services to financial advisors and entrepreneurs, for a candid conversation about the realities of succession planning for business owners and financial advisors.
Swift Chat with Kevin Knull, CFP®: Revolutionizing Client Services with IRS Data Integration10/23/2024
In this Swift Chat episode, Marie Swift speaks with Kevin Knull, CFP®, President of TaxStatus, a cutting-edge IRS account monitoring and tax data platform designed for financial professionals and the clients they serve, about how this innovative fintech solution is helping financial advisors enhance client services through seamless integration with IRS data. Knull shares how TaxStatus enables continuous monitoring of client activities, providing real-time notifications on new filings and offering advanced analysis capabilities that help advisors prevent tax fraud and improve the financial advice they provide.
Swift Chat with John O'Connell: AI in WealthTech + Custodian Research Reports + Cyber Training9/23/2024
In this Swift Chat conversation, Marie Swift speaks with John O'Connell, founder of The Oasis Group, a leading consultancy for the wealth management industry. Their leadership position includes identifying, reviewing, and discussing new technologies and capabilities for the wealth management industry. The Oasis Group offers award-winning consulting services, industry-leading research, and compelling on-demand training for wealth management firms and the service providers who serve the wealth management industry.
Swift Chat with Meir Statman: Unlocking Behavioral Finance - Insights from A Wealth of Well-Being9/3/2024
In this Swift Chat conversation, Marie Swift speaks with Meir Statman, Professor of Finance at the Leavey School of Business at Santa Clara University, to discuss the field of behavioral finance. Renowned for his research, Meir Statman has recently authored a new book called "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance," which offers profound insights into the psychological underpinnings of financial decisions and their broader implications for personal well-being.
Question from a financial services industry reporter:
Given the news in the stock market today, I'm working on a related story regarding pre-written client communications. Advisors likely get a lot of calls and emails and texts when something like today happens. But can advisors get ahead of these things? Swift Chat with Derrick Kinney: Unlocking Success with Passion, Partnerships, and Positive Mindset7/8/2024
In this Swift Chat conversation, Marie Swift speaks with Derrick Kinney, Best-Selling Book Author, Keynote Speaker, and Host of the Good Money podcast, to unpack the secrets behind his success and the strategies that have helped countless individuals achieve financial freedom. He also shares advice for financial advisors who might be looking to emulate his success in building a multi-million dollar financial advisory business then selling it a few years ago to focus on what he calls "Derrick 2.0" wherein he now has more time to focus on coaching/mentoring other advisors, and addressing groups of financial advisors at hosted events.
Alleged sexual assault and corresponding lawsuits can be damaging for any company — and it's particularly tragic in the financial services industry, a space that is trying to evolve from being male-dominated. I am always sad when any type of misconduct is alleged -- especially when the possible misconduct may have occurred at a high-profile conference.
In this Swift Chat conversation, Marie Swift speaks with Steve Atkinson, Speaker, Leadership Coach, and Growth Expert with Admired Leadership. The conversation delves into the realm of leadership and its practical applications in the financial advisory world. Steve shares insights and anecdotes that shed light on what it means to be an effective leader. He emphasizes the idea that leadership is not merely a title or a position but rather a set of behaviors and choices that anyone can adopt.
This special conference compilation podcast was recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot and happening at #T32024. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall - and all the celebrations in between - hear the biggest takeaways and insights from:
In this Swift Chat, Marie Swift speaks with Tony D'Amico, Founder and Managing Partner of Fidato Wealth, an award-winning SEC Registered Investment Advisor (RIA) based in Ohio, about the journey of building an admirable firm that stands out as the RIA of choice for both clients and talented professionals.
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