Category: Marketing

Navigating Modern Marketing and Personalization at Scale with AI: Insights from Industry Experts at #MICUS 2023

10/17/2023

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.

Swift Chat with Marie Swift and Jonny Swift: Integrating AI with Your Marketing Efforts

9/8/2023

In this unique Swift Chat, recorded live in the Social/Digital Hub at the 2023 Morningstar Investment Conference (MICUS) in Chicago, honorary “Hubster” Shawna Ohm of Content 151 flips the script as she interviews Marie Swift and Jonny Swift of Impact Communications.

Panel discussion hosted by NAPFA to focus on Marketing Strategies for Fiduciary Advisors

8/27/2020

Every single one of us has had to adjust as the realities of the global pandemic became apparent this spring. 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:

Haleh Moddasser, CPA, of Stearns Financial Group (www.StearnsFinancial.com)
Tony D’Amico, CFP®, of Fidato Wealth (www.FidatoWealth.com)
Nicole Strbich, CFP®, CPWA, EA, of Buckingham Advisors (www.MyBuckingham.com)

These accomplished fiduciary advisors will join me for the September webcast in the NAPFA Playbook 2020 series to share what’s working – and what’s not – when it comes to client communications and building your business as a fthrough thick and thin.

Snappy Kraken's Francesca McLin Shares Secrets to Digital Marketing Success in Swift Chat - View Video and Transcript Here

7/25/2020

In this Swift Chat video conversation, I speak with Francesca McLin of Snappy Kraken. The topic: How communications have changed for financial advisors and their clients due to the coronavirus lock-downs - with special bonus material on the new Half-Time Report that Snappy Kraken will unveil via a webinar on July 28th at 3pm ET. There are lots of golden nuggets in this 15 minute video chat with Francesca!

TechGirl Financial has Doubled-Down on Communications throughout the Covid Crisis - Marie Swift and Victor Gaxiola Provide the How and the Why

7/15/2020

In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with Victor Gaxiola, co-founder of TechGirl Financial. The topic: How communications have changed for financial advisors and their clients due to the coronavirus lock-downs and why TechGirl Financial decided to double-down on their communications.

Pushing through the Fog: Marketing that Works for Advisors Today

6/26/2020

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

Best Practices Blog

Navigating Modern Marketing and Personalization at Scale with AI: Insights from Industry Experts at #MICUS 2023

Swift Chat with Marie Swift and Jonny Swift: Integrating AI with Your Marketing Efforts

Panel discussion hosted by NAPFA to focus on Marketing Strategies for Fiduciary Advisors

Snappy Kraken's Francesca McLin Shares Secrets to Digital Marketing Success in Swift Chat - View Video and Transcript Here

TechGirl Financial has Doubled-Down on Communications throughout the Covid Crisis - Marie Swift and Victor Gaxiola Provide the How and the Why

Pushing through the Fog: Marketing that Works for Advisors Today

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This Blog

Kudos for Swift ChatS Podcast

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Best Practices Blog

Navigating Modern Marketing and Personalization at Scale with AI: Insights from Industry Experts at #MICUS 2023

Swift Chat with Marie Swift and Jonny Swift: Integrating AI with Your Marketing Efforts

Panel discussion hosted by NAPFA to focus on Marketing Strategies for Fiduciary Advisors

Snappy Kraken's Francesca McLin Shares Secrets to Digital Marketing Success in Swift Chat - View Video and Transcript Here

TechGirl Financial has Doubled-Down on Communications throughout the Covid Crisis - Marie Swift and Victor Gaxiola Provide the How and the Why

Pushing through the Fog: Marketing that Works for Advisors Today

AboutThis Blog

Kudos for Swift ChatS Podcast

Categories

Archives

About
This Blog