Impact Communications, Inc.
  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • VIdeos
  • Advisors
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites
    • Advisor Coaching
    • How We Work
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Examples of Impact Communications news releases
    • Website Strategy
    • Speaking Engagements
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
  • Contact

Best Practices Blog

Marie Swift to Lead Marketing Workshop at AICPA Personal Financial Planning Summit January 7-9, 2019

11/30/2018

 
Picture
Dear Friends and Colleagues,

Join me for an exciting event January 7-9, 2019

Save $100 with 
PEER19

I would like to personally invite you to join me for this year’s AICPA Personal Financial Planning Summit. I am excited to be participating as a discussion leader in this one-of-a-kind event. To learn more, visit the link here.

​The #AICPApfp Summit has been named 2019's "Best Conference for Advisory Firm Business Owners" by Michael Kitces, Nerd's Eye View.


In my marketing workshop January 8th, I will create an interactive experience where I not only share what I’ve learned working in the trenches with independent financial advisors for 20+ years but I, along with conference-wise-woman Jill Schlesinger will draw out the wisdom in the room. After all, some of the best and brightest in the profession will be attending.
Picture
Marie Swift
Picture
Jill Schlesinger
Picture
Here’s a 15-minute podcast that previews some of what I plan to do during the time we have together:

Listen to Marketing that works: Business-building strategies of highly successful advisers {PFP Section} from American Institute of CPAs - Personal Financial Planning (PFP) with host Lyle Benson and guest Marie Swift.

Please take a look at the great lineup of topics, and our discussion leaders. PLUS, you can’t beat spending several days at the beautiful seaside of Palos Verdes, CA, January 7-9, 2019!

The Summit brings together leading minds in the personal financial planning sector for 2.5 days of collaboration and growth in a peaceful and luxurious setting. Our venue, Terranea, is located on the Palos Verdes Peninsula, one of Southern California’s most scenic and coveted coastlines overlooking the Pacific Ocean and Catalina Island.

Sessions are designed to bring out your best so that you can walk away refreshed and reenergized to set the tone in your career and organization. Prepare to be challenged to voice your expertise and connect the dots between thoughtful insights and inspired solutions.
I also have a special code for you to save $100 on registration. Be sure to use: PEER19.
​​
Additionally, through Nov. 30 Nonmembers are eligible for the AICPA member rate.

This offer can only be combined with section and credential discounts. It cannot be combined with any other discounts or incentives; not valid on previous purchases. Not valid on group discounts.
I hope you will join us to take your firm and your professional development to the next level!

Marie Swift, President and CEO
Impact Communications
Picture

Comments are closed.
    Picture
    Picture

    About
    This Blog

    Welcome to the “Best Practices in the Financial Services Industry” blog, where you will find ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years, and special guests. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. From time to time, Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.​

    Tweets by @marieswift

    Categories

    All
    ACP Alliance Of Comprehensive Planners
    Advisor Solutions
    Allan Slider
    Allianz
    Appreciative LIstening
    Bob Veres
    Brian Fricke
    Carl Richards
    CEG Worldwide
    Center For Financial Planning
    Chip Simon
    Chris Lamoureux
    Client Advisory Boards
    Client Driven Practice
    Conversations That Matter
    Daniel Crosby
    David Lyon
    Ed Jacobson
    FeeOnlyNetwork.com
    Fiduciary Voices
    FinTech
    Francesca McLin
    Haleh Moddasser
    Hanah Bryant
    Heather Kelly
    Holistiplan
    Howard Lutz
    Impact Communications
    Inc.
    Indigo Marketing
    Jack Bogle
    Jody Jacobson
    Joel Bruckenstein
    Joe Lukacs
    John Bowen
    Josh Cutler
    Kevin Lozer
    Magellan Network
    Marie Swift
    Mark Clure
    Marketing
    Mark Pearson
    MarTech
    Matt Trujillo
    Meir Statman
    Meredith Moore
    Michael Scarborough
    NAPFA
    Nepsis
    Online Diagnostic Tool
    Online Gap Analysis
    Online Presence
    Oranj
    RIA Channel
    Robert Sofia
    Roger Pine
    Sam Brownell
    SEC Marketing Rule
    Shannon Stone
    Snappy Kraken
    Sonya Lutter
    Stephen Wershing
    Stratus Wealth
    Survey
    Swift Chat
    TD Ameritrade
    Tim Wyman
    Tony D'Amico
    True Wealth Book
    Vanguard
    Veriday
    Victor Gaxiola
    Webinar

    Archives

    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    January 2020
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    February 2019
    November 2018
    September 2018
    August 2018
    May 2018
    August 2017
    July 2017
    June 2017

Stay Connected
Listen to Swift Chats podcast
View ​Swift Chat video series
Picture
Phone: 1-800-974-7753
Info@ImpactCommunications.org
©2021 Impact Communications, Inc.
  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • VIdeos
  • Advisors
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites
    • Advisor Coaching
    • How We Work
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Examples of Impact Communications news releases
    • Website Strategy
    • Speaking Engagements
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
  • Contact