In this Swift Chat video conversation, Marie Swift speaks with John Enright and Michael Palumbos of Custom Wealth Advisor Network (CWAN). The topic: How John and Mike use a proven process to be more productive, profitable, and powerful when it comes to attracting the right kinds of clients. John had his best year yet in 2020 and Mike also had one of his best years ever. This video reveals their secrets.
Impact Communications, speaks with Tim Wyman, CFP, JD, and Matt Trujillo, CFP, partners, Center for Financial Planning, Inc. They talk about internal succession planning for financial advisors and how the 35-year-old firm creates career paths and partnership opportunities for next generation talent. They also offer "tuck-in" opportunities for advisors with an established book of business who are tired of working on their own and would like to be a part of something bigger.
Watch this 25:38 minute video to learn about this client-centered financial planning firm.
To learn more about the firm, please visit: CenterFinPlan.com
In this Swift Chat video interview, Marie Swift of Impact Communications, speaks with Mark Pearson, Founder, President and Chief Investment Officer of Nepsis, Inc., a financial services firm driven to provide the power of clarity to the individual investor so that they can accomplish their investment and planning goals.
Watch this 13:07 minute video, recorded January 28, 2021, to learn about the Nepsis investment philosophy and how Mark and his team manage money for their clients.
To learn more about Mark Pearson and Nepsis, Inc. please visit, InvestWithClarity.com
Swift Chat with Meredith Moore: Overcoming Adversity, Creating Community and Serving Women Breadwinners in Atlanta
Financial advisor Meredith Moore of Artisan Financial Strategies shares her backstory -- and how she has built a successful financial advisory firm that serves a loyal clientele in Atlanta. It hasn't always been easy but her grit and determination, coupled with a strong support system and good mental framework, have helped her navigate the waters, weather the storms and reach new shores. Meredith provides an array of tips and insights that any business owner can use to leapfrog the competition. Her story of overcoming adversity -- and not just surviving but thriving -- is inspiring.
In this Swift Chat video conversation, I speak with Veriday's CCO Chris Lamoureux. The topic: Content and how producing good content builds trust and leads to business growth.
Chris and I share a formula for getting started if you haven't already jumped on the Content bandwagon. We also discuss how to produce a steady stream of good content that can help financial advisors and financial services brands stand out from the competition -- and ways to scale content creation when the advisor or firm is ready to ramp up.
Dr. Daniel Crosby Provides Tips on How to Manage through Challenging Times: Video Interview with Marie Swift
To say the nation is on pins and needles right now might actually be an understatement. This is why I asked Dr. Daniel Crosby to give us some quick tips on understanding why people act as they do -- and why we may be feeling such a swing of emotions right now.
With the Presidential inauguration set for Wednesday this upcoming week, January 20th, and given the disturbing violence on Capitol Hill last week -- plus everything else going on with the ongoing pandemic and challenges/concerns -- it is sometimes hard for even the most stoic of us (that would be me) to focus on family and business as usual. What can we do? How can we cope with all the uncertainty and concerns swirling around and amplified by the availability of 24/7 news coverage and the endless stream of upsetting content on social media ?
The Sketch Guy, Carl Richards, CFP, Speaks with Marie Swift: On Being a Guide in a Changing Landscape
In this Swift Chat video conversation, I speak with author / speaker / thought leader Carl Richards. The topic: Why advisors should think of themselves as a guide in a changing landscape, not a seller of certainty or a defender of an outdated map.
Carl is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.
In this blog post, you will find an excerpt from the forthcoming paper, Conversations That Matter, a video interview with Carl Richards, and an invitation to the webinar via RIA Channel where I'll be joined by Bob Veres, Shannon Stone, and Heather Kelly.
Conversations That Matter: Heather Kelly and Marie Swift Discuss and Advisor / Client Realities During Crisis – Video Chat
In this Swift Chat video conversation, I speak with Heather Kelly of Allianz Life Insurance Company of North America.
Impact Communications is writing a Special Report called “Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times.”
Josh Cutler of Bluestem Financial Advisors on the ACP Annual Conference for Fiduciary Advisors - Video Chat with Marie Swift
In this Swift Chat video conversation, Josh Cutler of Bluestem Financial Advisors, LLC tells us why he is proud to be a member of the Alliance of Comprehensive Planners (ACP) and how he and the ACP annual conference task force planned for and shifted to a virtual event once the pandemic became a reality in 2020.
Financial Advisor Mark Clure Launches True Wealth Network of Advisors, Shares Insights in New True Wealth Book - Video Chat with Marie Swift
Do you feel called to a greater purpose? Is there something you, like me, feel you were born to do, something that would make a positive impact on those around you?
So many of us wrestle with this feeling, yet we never get the clarity we need to move forward. Or we try to fill that void with financial success, only to discover that money doesn’t bring us fulfillment. Either way, we’re stuck wanting more for our lives.
Mark Clure, CFP®, knows that feeling. It’s what set him on a journey that ultimately led him to create The GUIDE Process for identifying and then financing your ideal lifestyle.
I asked Mark to visit with me via a video conference service and have included both the transcript and the video recording of our Swift Chat below.
John Bowen of CEG Worldwide Tells Advisors How to Get an Unfair Advantage - Video Chat with Marie Swift
In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with John Bowen of CEG Worldwide. The topic: How advisors who have positioned themselves as pandemic experts are getting an unfair, competitive advantage + how the opportunity to capture additional assets now has never been greater.
Snappy Kraken's Francesca McLin Shares Secrets to Digital Marketing Success in Swift Chat - View Video and Transcript Here
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
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.
Coach Joe Lukacs Provides Advice for Growth-Minded Financial Advisors in Swift Chat - View Video and Transcript Here
In this Swift Chat video conversation, I speak with Joe Lukacs, founder of Magellan Mastermind & Network. We discuss client communications and marketing financial services in a digital world where so many more people are working from home, seeking good information and advice, and feeling the stress that has come with the COVID-19 lock-downs.
Joe and I talk about the best ways for advisors to "create their own economies" during these challenging times -- and beyond.
In this Swift Chat video conversation, I speak with financial advisors Hannah Basil Bryant, CFP®, and Chip Simon, CFP®, who explain how the ACP System™ helps advisors maintain their client base (and their revenue) and why their clients feel safe and secure through market downturns, even during the current worldwide health and financial crisis.
Providing insights on tax strategies could be especially helpful for financial planners and their clients right now. No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Reviewing tax returns and providing advice on related planning opportunities can set you apart from the competition. And the good news is that you, as a professional financial advisor, don’t have to become an expert in every little bit of the new and ever-evolving tax code. Nor do you have to maintain a spreadsheet of your own. Now, with the advent of Holistiplan, you can focus more on advising your clients and reassuring them that you are watching out for them, not inputting data and crunching numbers the old fashioned way.
David Lyon of Oranj On: How Financial Advisors Can Galvanize Relationships with the Right Technology and Client Journey
It’s always exciting to spend time with a visionary like David Lyon, founder and CEO of Oranj, an impressive free wealth management platform for advisors. David’s insights into the financial services industry are based not only on innovative research and all the tinkering and creation that comes with building a digital solution for advisor, but also a decade of experience as an RIA serving his own clientele in Chicago as well. His client-centric approach to fintech sets up some commonsense strategies that can help to protect and grow any independent financial advising business. Speaking with David was a real pleasure.
A transcript of the interview is posted below.
I recently had the pleasure of speaking with Kelly Adams, fee-only financial advisor and founder of Harbor Light Planning. Kelly is a NAPFA-Registered Advisor (National Association of Personal Financial Advisors) as well as a member of the Alliance of Comprehensive Planners (ACP), and during our discussion shared with our listeners how she has used the ACP model and methodology to grow her advisory practice.
Click here to listen to the audio recording.
A transcript of the interview is posted below.
As internet searches increase exponentially, it is vital that financial advisors pay attention to their online presence. Platforms such as the FeeOnlyNetwork.com are dedicated to ensuring that independent, fiduciary advisors are optimally visible online and thus ever more accessible to the general public.