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.
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.
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.
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.
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.
Happy Holidays Note from Marie Swift + Animated Greeting from Impact Communications, December 202212/17/2022
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. Swift Chat with Kellan Brown and Jean Heath: The Value of a Structured Mentorship Program11/15/2022
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.
Women in Finance: Have you ever been pegged as an assistant or support person -- when you're not?7/2/2022
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.
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