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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 Alex Khassa: Revolutionizing Financial Advisor Marketing with Precision Video Ads9/12/2024
In this Swift Chat conversation, Jonny Swift speaks with Alex Khassa, founder of Clients Blackbox, a marketing partner to some of the fastest-growing financial advisory and retirement planning firms in the USA, about transforming financial advisor marketing through precision-engineered video ads. Khassa explains his approach to helping advisors capture more clients by creating highly targeted, short video ads on Facebook and Instagram that replace the traditional, slower webinar funnels. By focusing on the "speed to lead" principle, his strategy significantly reduces lead loss, offering clients immediate access to educational content and fast-tracked appointments. This method enables rapid scaling, delivering a superior return on investment.
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.
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.
In this Swift Chat conversation, Marie Swift speaks with Jane Wollman Rusoff, Contributing Editor with ThinkAdvisor and a two-time AZBEE award winner from the American Society of Business Publication Editors. Rusoff's career journey is as diverse as it is fascinating. From delving into consumer electronics during the tech revolution to interviewing some of the biggest names in entertainment, her experience spans multiple industries. She shares anecdotes from her interviews with iconic figures like Dustin Hoffman, John Bogle, Ray Charles, Steve Allen, and William Shatner, giving us a glimpse into their lives beyond the spotlight.
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.
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.
Swift Chat with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska: The BLX Internship Program12/19/2023
In this Swift Chat conversation, Marie Swift speaks with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska, three of the four co-founders of the BLX Internship Program, a premier initiative dedicated to fostering diversity in the financial planning profession, specifically for aspiring Black and Latinx financial planners. The trio expresses a genuine desire to make the financial planning industry more inclusive in response to the civil unrest following George Floyd's murder. Through partnerships with organizations like the National Association of Personal Financial Planners (NAPFA) and sponsors like the Charles Schwab Foundation, the program has successfully provided opportunities for underrepresented groups, establishing a fresh pipeline of diverse talent for financial planning firms. The conversation touches on the transformative impact on both interns and firms, emphasizing the importance of mentorship, community, and the value derived from fostering diversity in the financial services industry.
Swift Chat with Siddhartha Oza and Rohit Agarwal: Liability Optimization with Sora Finance12/5/2023
In this Swift Chat, host Marie Swift speaks with Siddhartha Oza and Rohit Agarwal, the co-Founders and co-CEOs behind Sora Finance, whose mission is to optimize debt costs for everyone by empowering advisors in actively managing clients' liabilities.
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 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.
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Daniel Satchkov, Co-Founder and President of RiXtrema, a pioneer in developing innovative tools for financial advisors using machine learning (AI) and data science. Daniel dives into RiXtrema's two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™.
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