In this Swift Chat video conversation, Marie Swift speaks with Bill Cates, President of Referral Coach International and founder of the Cates Academy for Relationship Marketing about his new book Beyond Referrals, which gives advisors the tools they need to transform introductions into new clients.
The two discuss converting referrals into engaged introductions, why people make referrals, how to form business friendships, and shed more light onto what type of client relationships lead to introductions.
In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with John Mackowiak, Chief Business Development Officer, and Dirk Pearson, Chief Product Officer at Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers that includes portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage. Advyzon helps advisors streamline their operations so they can focus on growing their business.
The trio discusses the growth of the company, Advyzon's new Quantum Rebalancing tool, and a few teasers of upcoming features Advyzon is working on.
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. speaks with Travis Parry, a speaker, coach and author who has a Masters degree in Psychology and a Doctorate in Family and Human Development. Travis focuses on helping people achieve balance in their life. The two discuss what led Travis into this field and how he helps advisors reach their personal and professional goals.
Swift Chat with Jake Wagner: How Smart Advisors and Financial Services Firms are Adjusting their Marketing Sails in 2022
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. speaks with Jake Wagner, Founder of Digital Marketing 4FP, which offers creative marketing and fractional CMO services to fiduciary advisors and larger organizations that support independent advisors. The two talk about, what else, marketing and how smart advisors are adjusting their business growth sails in 2022.
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. speaks with Brad Swineheart, SVP of Business Development at White Glove, a marketing company that helps advisors succeed via educational workshops, marketing content, and social media. The two discuss White Glove’s unique approach to lead generation. Brad dives into how White Glove matches advisors with pre-determined workshop topics guaranteed to bring in the ideal type of clients. White Glove’s approach of handling all the heavy lifting allows the advisor to focus on what they're good at, educating prospects on financial topics and generating leads.
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. speaks with Alex Cavalieri, Co-Founder of Seven Group, a "hybrid marketing platform" that gives financial advisors insights and tools they need to market their brand more effectively, create deeper client relationships, and reach new audiences. The two talk about the importance of having a niche, finding and marketing to ideal clients, and how Seven Group's hybrid platform can help advisors through the whole marketing process. Seven Group's strategic guidance, marketing technology, and content library is a perfect complement to Impact Communications' custom content creation, PR and credibility marketing solutions.
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. speaks with Phil Walker, who is with the Retirement Strategies Division at Finance of America - Reverse. The two talk about how financial advisors can reduce portfolio risk for their clients who need consistent income streams during retirement - especially during down markets - by tapping alternative sources of income (in this case, tapping their home equity via a reverse mortgage).
In this Swift Chat video / podcast conversation, Marie Swift of Impact Communications, Inc. speaks with Haleh Moddasser of Stearns Financial Group. The two talk about Haleh's new podcast "Women On Top with Haleh Moddasser," Haleh's two books (one on gray divorce and one on ESG investing), and how Haleh sees the role of women in creating social change through the power of the purse and their investment decisions.
Swift Chat: Marketing Trends for Financial Advisors Who Want to Stand Out with Angel Gonzalez and Jonny Swift
In this Swift Chat video interview, Jonny Swift of Impact Communications speaks with Angel Gonzalez, Chief Marketing Office and Co-Founder of Snappy Kraken, a marketing automation and growth platform for financial services professionals. You will learn about what's working for advisors today when it comes to digital marketing and what trends we are seeing on the horizon for advisors who want to stand out.
How Client Feedback Tools Can Empower Financial Advisors: A Conversation with NEXA Insights' Chris Manker
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc., speaks with Chris Manker of NEXA Insights, LLC.
How can financial advisors and their firms use client feedback to empower their people, inform their marketing strategy, improve client communications, solidify client relationships, uncover potential referrals and business growth opportunities while also identifying "clients at risk"?
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. (Impact), speaks with Claire Akin of Indigo Marketing Agency (Indigo). While Impact and Indigo both offer content creation and social media / digital marketing solutions for independent financial advisors, the firms have different strengths and philosophies -- in fact, Impact and Indigo may even cross-refer depending on their initial assessment with the advisory firm. See if you can spot the differences in this fun and interesting conversation.
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc., speaks with Ariel Acuna, creator of The Aqueduct Strategy. This top-performing investment strategy is available to RIAs on the Fidelity Separate Account Network.
Ariel, who has worked with his own clientele as a financial advisor for nearly 30 years, created The Aqueduct Strategy -- which has, according to the Informa Zephyr data available via the Fidelity Separate Account Network, outperformed the past 10 years.
RIAs on the Fidelity platform can access The Aqueduct Strategy data by logging in here: www.TinyURL.com/AqueductStrategybyLTGCapital
In this Swift Chat video conversation, I speak with Marwa Zakharia, CEO of AssetBook, and Matt Sonnen, CEO of PFI Advisors. Marwa, Matt and I have so many common interests -- and you'll learn all about them and pick up some golden nuggets to help you run a better financial advisory business in this 3-person Swift Chat.
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc., speaks with Preston D. Cherry, Ph.D., CFP®, of Concurrent Financial Planning, LLC. Dr. Cherry is also Assistant Professor of Finance & Personal Financial Planning in the School of Business at the University of Wisconsin Green Bay. Preston shares his backstory and why he chose to establish Concurrent as an independent, virtual financial planning firm that serves individuals, families, and business owners nationwide. They are guided by the core principle of the fiduciary standard, which is to always put client interests first.
He also talks about his work at the University of Wisconsin Green Bay and how he is a product of the Texas Tech (Lubbock, Texas) PFP curriculum made famous by industry luminaries Deena Katz and Harold Evensky.
Preston is also working on a book so we learn more about Statements and story listening, household hysterics, and other fun facts about Preston and his life, mission, and focus.
Learn more about Dr. Cherry: www.ConcurrentFP.com
In this Swift Chat video interview, Jonny Swift of Impact Communications speaks with Sam Brownell, CVA, CFA, Founder of Stratus Wealth Advisors, a financial planning and wealth management firm that specializes in succession planning and helping independent business owners maximize the value of their business.
Watch this 20:23 minute video, recorded in May of 2021, to learn about how successful business owners have actually survived and thrived throughout the COVID-19 pandemic and how they've had to pivot to meet new challenges.
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.