In this Swift Chat, Marie Swift of Impact Communications speaks with Craig Iskowitz, Founder and CEO of Ezra Group, a boutique strategy consulting and research firm. The two discuss the new Ezra Group WealthTech Integration Score, a unique score for FinTech vendors to help thos in the financial services realm and wealth management business build better integrated tech stacks. Craig dives into how the score is determined and what that means for FinTech vendors as well as those in the profession who may be deciding how to select and use various applications.
Swift Chat with Mitch Martin: Achievement-Based Planning at the Crossroads of Fame and Fortune7/30/2022
In this Swift Chat episode, Marie Swift speaks with Mitch Martin, founder and CEO of Stonebridge Wealth Management, about his work specializing in financial planning for clients in the arts, entertainment and sports industries. The two discuss his passion to give people who have acquired wealth suddenly a person they can trust to give sound advice, his focus on achievement-based planning, and aligning a client's investments with their values.
Learn more about Stonebridge Wealth Management at www.StonebridgeAdvisers.com
In this Swift Chat video conversation, Marie Swift speaks with Reese Harper CFP®, founder of Dentist Advisors and CEO of Elements. The two discuss how Harper built both Dentist Advisors and Elements, the importance of taking user psychology into account when building software functionality, and what goes into creating a sustainable financial planning practice for the next generations of clients.
To learn more about Reese and his podcasts, presentations, and consulting services, connect with him on LinkedIn: Linkedin.com/in/ReeseHarper/. You can learn more about Elements at GetElements.com. In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference, Jonny Swift interviews a range of guests, live from the Social/Digital Hub. The episode features:
In this special edition of Swift Chats recorded at the T3 2022 Conference, Marie Swift and Jonny Swift interview a range of guests from their booth in Podcast Alley at the event. The interviews features:
In this Swift Chat conversation, Marie Swift speaks with Carl Richards CFP® of the Society of Advice and creator of The Behavior Gap at the Jolt! Conference about the difficulties and opportunities of living in volatile times. The two industry insiders and strategy consultants discuss the vulnerability underlying advisors' marketing decisions and navigating change beyond the financial plan.
In this Swift Chat video conversation -- recorded live at the T3 Technology Tools for Today conference in Texas on May 3, 2022 -- Marie Swift of Impact Communications, Inc. speaks with Nitin Seth, CEO of Incedo, Inc., a digital transformation company. Nitin talks about the seven building blocks of successful digital transformation and winning in the digital age.
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.
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.
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.
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. John Enright and Michael Palumbos Reveal Their Business Secrets in Swift Chat Video Interview4/9/2021
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.
Swift Chat with Tim Wyman and Matt Trujillo: Succession Planning Tips for Financial Advisors4/6/2021
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 |
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