Events Calendar - OLD
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This section is currently being updated. Please check back soon for the most current events.
FPA Colorado Chapter Meeting, Denver, January 10, 2014 – Marie Swift will present on using PR 2.0 to build buzz and reputation. A special thanks to www.LoringWard.com for sponsoring this presentation. Register at http://www.cofpa.org.
The MarketCounsel Summit, Las Vegas, December 10-13, 2013 – Impact Communications will be providing onsite PR support for institutional clients and advisory firms. Register at www.mcsummit.com.
FPA Orange County Educational Symposium, Irvine, CA, November 20, 2013 – Social Media: Magic or Myth? Join the Orange County chapter and get Marie Swift’s latest thinking on how best to use the interactive web. A special thanks to www.LoringWard.com for sponsoring this presentation. Register at http://www.fpaocc.org.
T3 Enterprise Conference, Chicago, November 3-5, 2013 – Impact Communications will be providing onsite logistics and media relations services at this intimate, invitation-only event. Learn more at http://www.t3enterpriseconference.com.
FPA So-Cal Educational Symposium, San Diego, October 23, 2013 – Marie Swift of Impact Communications will be joined by Christopher Van Slyke of WorthPointe LLC,a multi-family office that provides a unique brand of financial advice to successful entrepreneurs. They will conduct a Social Media Forum, answering the key question What’s Working Now? Register at http://www.fpasandiego.org.
FPA Experience 2013 National Conference, Orlando, October 19-20, 2013 – Impact Communications will be providing onsite PR support for institutional clients and advisory firms. Register at http://www.FPAAnnualConference.org.
Loring Ward / DFA “Eagle” Workshop, Austin, October 16-17, 2013 – Leslie Swid of Impact Communications will be providing onsite PR support. Learn more at http://www.LoringWard.com.
Peak Excell Meeting, Omaha, October 1-4, 2013 – Karen Embry of Impact Communications will be providing onsite PR support. Marie Swift will be present to interact with advisors in the all-new Digital Fortress Lab. Marie will also lead a Media Training session in partnership with Peak’s Managing Director, Paul West (journalist names TBA soon). Learn more at http://www.ExcellMeeting.com.
Copytalk / Efficient Practice Webinar, October 10, 2013 – Free Webinar "Mobile Dictation Services: Choices and Challenges" with Marie Swift and Dr. David Lawrence a nationally recognized expert on operational efficiency. Register here: http://tinyurl.com/copytalkwebinar.
Tiburon CEO Summit XXV, San Francisco, Oct 7-9, 2013 – Impact Communications will be providing onsite logistics, video production and media relations services at this high profile, invitation-only event. Visit http://www.TiburonAdvisors.com to learn more.
FPA Philadelphia Fall Retreat, Lafayette Hill, PA, September 24, 2013 – Marie Swift will be the keynote speaker. Her topic, PR 2.0, will help financial advisors understand how the playing field has changed now that so much of what we do to communicate and market has gone digital. A special thanks to www.LoringWard.com for sponsoring this presentation. Learn more at http://www.fpaphilly.org.
United Planners Executive Retreat, Coeur d'Alene, September 18-22, 2013 – Leslie Swid and Marie Swift will spend a few days with United Planners’ executives and top 15 advisors, most of whom are also shareholders in this unique company. United Planners serves as both a national RIA and an independent broker/dealer for a loyal group. Their session and hallway conversations will all hinge on PR 2.0. Learn more at http://www.joinunitedplanners.com.
Transamerica “Circle of Honor” Webinar, August 27, 2013 – Marie Swift will spend an hour speaking with Transamerica Financial Advisors’ top advisors. The topic of discussion will be PR 2.0 and how the playing field has changed now that so much of what we do to communicate and market has gone digital. Learn more at http://www.tfa.transamerica.com.
Garrett Planning Network 13th Annual Retreat, Kansas City, July 25-28, 2013 – Marie Swift will lead the Media Training Session. She will be joined by journalists Gail MarksJavis and Kate McBride for “The Journalist’s View.” Must be a member to attend: http://www.GarrettPlanningNetwork.com.
Loring Ward National Education Conference, Monterrey, CA, June 4-8, 2013 – Marie Swift and Leslie Swid will lead a private Media Training session for the Loring Ward Media Mavens, plus they’ll be a part of the Bright Ideas Café’ Learn more at http://www.LoringWard.com.
Investacorp National Conference 2013, San Juan, Puerto Rico, May 19-22, 2013 – Marie Swift and Leslie Swid will be a part of the Coaching Symposium talking about social media and building a strong online presence. Register at http://www.Investacorp.com.
NATCO Conference, Las Vegas, May 14-15, 2013 – Marie Swift will talk about social media for financial advisors as a part of the conference presentation agenda. Learn more at http://www.nationaladvisorstrust.com.
FPA Kansas City, March 28, 2013 – Marie Swift will talk about social media for financial advisors, as the featured speaker (thanks to Loring Ward). Learn more at the chapter site.
Tiburon CEO Summit XXIV, New York, April 9-10, 2013 – Impact Communications will be providing onsite logistics and media relations services at this high profile, invitation-only event. Visit http://www.TiburonAdvisors.com/ to learn more.
Ladenburg Thalmann Institute of Women & Finance, February 12, 2013 – Marie Swift will present a one-hour webinar presentation called Demystifying Social Media and the Digital Reality. Learn about the institute now.
T3 - Technology Tools for Today Conference, Miami, FL, February 11-13, 2013 – Marie Swift will be handling media relations onsite at the 8th annual event. Follow @t3fan and @fintechie and @marieswift on http://www.twitter.com for breaking news. Register at: http://technologytoolsfortoday.com/conference.html.
SourceMedia's Annual Industry Digital Trends and Marketing Conference, New York City, February 5-6, 2013 – Marie Swift will present Digital PR: The Intersection of Social Media and SEO to an elite group of industry marketing experts (custodian and broker/dealer CMOs). Learn more about Sourcemedia’s IAG publications at http://sourcemedia-iag-mediakit.dc-dev.com.
TD Ameritrade Institutional 2013 National Conference, San Diego, January 30-February 2, 2013 – Marie Swift will serve as a subject matter expert in the social media lab. Conference information here: www.tdameritradeconferences.com.
FSI One Voice 2013 Conference, San Diego, January 28-30, 2013 – Marie Swift will attend the FSI conference to glean new insights for her Marketing Maven column for Financial Planning magazine, and to network with industry VIPs. Conference information here: www.financialservices.org.
Barron’s Top Women Advisors Gathering, Palm Beach, FL, November 28-30, 2012 – Barron’s will host an elite gathering of the nation’s pre-eminent women financial advisors. Marie Swift will present a special double-deck session. Part one: Demystifying Social Media and the Digital Reality. Part two: Putting Social Media Theories into Action. Visit the Winner’s Circle site to learn more.
Schwab IMPACT 2012 Conference, Chicago, IL, November 13-16, 2012 – Marie Swift will accompany some of Impact’s C-Level clients and facilitate video interviews with industry outlets. She will also be writing up her own views and session highlights for http://www.financial-planning.com.
Ladenburg Thalmann Institute of Women & Finance Symposium, November 1-2, 2012 – Marie Swift will attend this premier symposium and gather stories from some of the nation’s top women advisors to share with readers of her Marketing Maven column for Financial Planning magazine. Learn about the symposium now.
Tiburon CEO Summit XXIII, San Francisco, October 16-17, 2012 – Impact Communications will be providing onsite logistics and media relations services at this high profile, invitation-only event. Visit http://www.TiburonAdvisors.com/ to learn more.
Loring Ward Elite Advisor Symposium, Chicago, IL, October 9-10, 2012 – Marie Swift will partner with Loring Ward’s CMO, William Chettle, to help advisors create a viable marketing plan for 2013. Visit http://www.LoringWard.com to learn more.
FPA Experience 2012 National Conference, San Antonio, September 29-October 2, 2012 – Marie Swift and Impact Communications will be providing onsite PR support for institutional clients and advisory firms. Register at http://www.FPAAnnualConference.org/
Texas Tech University, Lubbock, TX, September 22, 2012 – Marie Swift will lead a full-day social media boot camp for financial planning students in Deena Katz’s program at TTU. Learn more at http://www.depts.ttu.edu/pfp/faculty.php.
Business & Wealth Management Forum Presented by Bob Veres and T3, Denver, September 13-14, 2012 – Marie Swift will be doing onsite PR for the conference and serving as the team leader for the social media lab. Register at http://www.SignUpForConference.com/ (use SWIFTVIP to save $100 off your tuition!)
CALCPA State Level Financial Planning Committee Meeting, Oakland, CA, September 7, 2012 – Marie Swift will provide an industry update and trends presentation, followed by live consulting and instruction on UVPs, messaging and marketing for both the group as a whole and their individual businesses. Learn more at http://www.CalCPA.org.
Garrett Planning Network 12th Annual Retreat, Denver, August 5-8, 2012 – Marie Swift will lead the Rapid Fire Marketing Session. Must be a member to attend. http://www.GarrettPlanningNetwork.com/
NAPFA Marketing Self-Help Workshop, Chicago, July 16, 2012 – Join Marie Swift for a full day of conversation, instruction and FUN at this all-day marketing workshop being held at DePaul University, O’Hare Campus in downtown Chicago. Open to all financial planners (There is a NAPFA Member discount but all are invited to attend). Register at http://www.NAPFA.org/calendar/calendar/event.asp?EVENT_ID=1200&
Investacorp National Conference 2012, Bonita Springs, FL, July 9-11, 2012 – Marie Swift will be a keynote speaker presenting on Marketing That Works for Financial Advisors Today. Register at http://www.InvestacorpConference.com/
Securities America 2012 National Conference, Denver, June 9-12, 2012 – Impact Communications will be providing onsite logistics and media relations services. http://www.SecuritiesAmerica.com/
Loring Ward National Education Conference, Monterrey, CA, June 6-7, 2012 – Marie Swift will be a featured speaker presenting on Marketing That Works for Financial Advisors Today. http://www.LoringWard.com/
Tiburon CEO Summit XXII, New York, April 17-18, 2012 – Impact Communications will be providing onsite logistics and media relations services at this high profile invitation-only event. Visit www.TiburonAdvisors.com to learn more.
NAPFA South Regional Winter Symposium, Atlanta, February 27, 2012 – Marie Swift will present a series of workshop modules and provide live coaching. NAPFA members only -- www.NAPFA.org
T3 Technology Conference, Dallas, February 16-18, 2012 – Marie Swift will be handling media relations onsite at the 7th annual event. Follow @t3fan and @fintechie and @marieswift on www.twitter.com for breaking news. Register at: http://technologytoolsfortoday.com/conference.html
Source Media's Annual Industry Trends and Marketing Conference, New York City, February 6-7, 2012 – Marie Swift will be a featured speaker and presenting “Outside the Box - Leveraging New Media and Digital Communications to Enhance Brand Perception”.
TD Ameritrade Institutional 2012 National Conference, Orlando, February 1-4, 2012, – Marie Swift will present “Incorporating Social Media into your marketing Plan” and will be a part in the social media experts team. www.tdameritradeconferences.com
NAPFA Genesis Webinar, January 18, 2012 – Marie Swift will present Social Media Etiquette: Building Relationships Online. NAPFA members only -- www.NAPFA.org
Transamerica National Conference for Advisors, Tampa, January 16, 2012 – Marie Swift is the keynote speaker, presenting “Marketing that Works for Advisors Today”.
Schwab IMPACT 2011 Conference, San Francisco, Nov. 2-4, 2011 – Marie Swift will accompany some of Impact’s C-Level clients and facilitate video interviews with AdvisorOneTV and RegisteredRepTV. She will also be writing session highlights for www.financial-planning.com.
Garrett Planning Network 11th Annual Retreat, Denver, October 27-30, 2011 – Marie Swift will facilitate the Rapid Fire Marketing Session. Must be a member to attend - www.GarrettPlanningNetwork.com.
NAPFA Practice Management & Investment Conference, Brooklyn, October 24-26, 2011 – Marie Swift is conducting a pre-conference all day Web 2.0 and Social Media workshop. She will also present Media Tips and Tricks on day 2, as well as lead an interactive round table discussion on Social Media on day 3. For more info visit www.NAPFA.org.
Advisors Money Show, Chicago, October 19th, 2011 – Marie Swift will present the keynote address and speak about Marketing that Works for Advisors Today. Learn more at www.MoneyShow.com.
FPA-Fairfield, Fairfield, Mass., September 24, 2011 – Web 2.0 and Social Media Boot Camp: An all-day workshop at Fairfield University’s Dolan School of Business will serve as a crash course for professionals seeking to harness the power of blogs, LinkedIn, Facebook, Twitter, YouTube and other social media to grow their businesses. Led by Marie Swift. Enroll for the morning or afternoon session – or both – at www.fpact.org.
FPA National Conference - San Diego, September 15 - 18, 2011 – On Sept. 16 join Marie Swift as she gleans pearls of wisdom from 10 "industry insightfuls" who will in this fast-paced session have just 140 seconds each to stand and share what they see as the biggest business threat or challenge for planners on the horizon. More importantly, how are they now rising to the challenge -- and what might you do, too? For registration, schedule and speakers go to www.FPAnet.org.
NAPFA Webinar, August 17, 2011 – Marie Swift presents Fish for Yourself: A Comprehensive Marketing Overview. Open to NAPFA members only. More info at www.NAPFA.org.
FPA Connecticut, July 15, 2011 – For FPA members only, Marie Swift and Leia Farmer, Deputy Compliance Officer, Securities America, will present Maximize Your Online Presence in a Smart, Compliant Way. Watch the recorded webinar on www.marieswift.com.
Tiburon CEO Summit XXI, San Francisco, CA, October 12-13, 2011 – Impact Communications will be providing onsite logistics and media relations services at this high profile invitation-only event. Visit www.TiburonAdvisors.com to learn more.
Thought Leader Webinar, No Cost / Available "On Demand" – Join Marie Swift for “What Have You Done for Me Lately? Redefining Your Value as an Advisor Today,“ a Fireside Chat with industry influentials:
Thought Leader Podcast, No Cost / Available “On Demand” – Join Marie Swift for “Going Independent: Things to Consider Before Making the Move ,“ a Fireside Chat with:
Women Advisors Forum, Santa Monica, California, December 8, 2010 – Marie Swift will attend this event to support clients TD AMERITRADE Institution (exhibiting sponsor) and Denise Villanueva, Managing Partner of American Financial Network / The Collaborative Services Platform, who will be speaking on the Secrets of a Rainmaker panel. Marie has FREE CONFERENCE PASSES to give away. Email [email protected] if interested.
Get an inside look at the Women Advisors Forum (meeting recap published by RIAbiz).
Advisors Money Show, Orlando, Florida, November 17-19, 2010 – Marie Swift will speak on panel of experts. Topic: “Marketing that Works for Advisors Today” on November 18th at 11:15 am. Marie has 10 FREE CONFERENCE PASSES to give away. Details here: www.MarieSwift.com.
Get the inside scoop from 3 bloggers who attended the Advisors MoneyShow (meeting recap published by RIAbiz)
Financial Network, Private Media Training Session, Las Vegas, NV, November 8, 2010 – Marie Swift and Karen Embry will lead a private workshop. By invitation only – www.FinancialNetwork.com.
Copernicus Institute, 1st Annual Retreat, Las Vegas, NV, November 4-6, 2010 – Marie Swift will attend this private business networking / industry think tank group gathering at the Mandalay Bay Hotel and Resort. By invitation only - www.CopernicusInstitute.com.
Garrett Planning Network 10th Annual Retreat, Eureka Springs, AK, October 26, 2010 – Marie Swift will keynote and facilitate the “Rapid Fire Marketing Session.” Must be a member to attend - www.GarrettPlanningNetwork.com.
Financial Network’s Elite Advisor Conference, Washington, DC, October 21, 2010 – Marie Swift will be the keynote speaker. Her topic: “What Have You Done for Me Lately? Redefining Your Value as and Advisor Today.” She’ll also do 2 breakout sessions on how to “Turbo Charge Your Marketing Plan with PR” and host a roundtable discussion over dinner on “Web 2.0 and Social Media.” By invitation only – www.FinancialNetwork.com.
Get an inside look at the Elite Advisors’ Meeting (meeting recap published by RIAbiz).
FPA Denver 2010, Denver, CO October 9-12, 2010 – Don't miss this robust event filled with ground-breaking educational sessions & much more. Register now at www.FPAnet.org.
Garrett Planning Network’s Annual Members-Only Retreat, Eureka Springs, AK, October 2010 – Marie Swift will be speaking to and networking with Garrett Members at this special annual retreat. Garrett Members only: Watch the Knowledge Bank or www.garrettplanningnetwork.com.
Women Advisors Forum, Chicago, June 17, 2010 – Marie Swift and Karen Embry from Impact Communications attended this fantastic event put on by Sourcemedia. Impact client Sue Stevens was a featured speaker. You can check out Sue's latest brainstorm at www.financial-happiness.com. Impact Communications plans to make it to every future Women Advisors Forum put on by Sourcemedia. It was just that good. Watch for announcements at www.financial-planning.com.
Pershing Insite Conference, Orlando, June 9-11, 2010 – Marie Swift will be presenting Redefining Your Value in Today’s Market. Visit www.pershing.com to register.
Securities America's Annual Conference, Huntington Beach, CA, June 2-6, 2010 – Marie Swift and Leslie Swid will attend and speak at this conference. Visit www.SecuritiesAmerica.com to learn more.
NAPFA National Conference, Chicago May 19-21, 2010 – What's Working Now: NAPFA Members and Industry Expert, Marie Swift Share Their Best Marketing Ideas. Visit www.NAPFA.org to register.
FPA Dallas/Fort Worth North Texas Financial Planning Symposium – May 7th, 2010 "Being Compliant with Your Social Media Strategy" – Marie Swift will take lead in a panel of experts who will provide an overview of the various types of social media opportunities available to financial planners. Visit www.FPAnet.org.
Fiduciary360 Annual Conference, Orlando, May 5-6, 2010 – Marie Swift slated to speak about Generating Better Conversations with Clients, Journalists and the Public. Visit www.fi360.com
National Association of Active Investment Managers, Orlando, May 3-4, 2010 – Marie Swift will speak on working with the media: The Power of PR in Your Marketing Plan. Info: www.naaim.org.
Investment Advisors Association National Conference, Chicago, April 28-30, 2010 – Marie Swift will speak at a special pre-conference workshop on using Web 2.0 and Social Media to build relationships. Info: www.investmentadviser.org.
Tiburon CEO Summit and Consulting Fellows Meeting, New York City, April 13-16, 2010 – Marie Swift will attend the Tiburon Consulting Fellows meeting and the Tiburon CEO Summit. Impact Communications will also be running the corresponding 2-day press conference. Visit www.TiburonAdvisors.com to learn more.
FPA Virtual Learning Session, March 30, 2010 – Marie Swift and team members from Impact Communications will use webinar technology to wrap up the Web 2.0 and Social Media Boot Camp program for people who attended the live boot camp in Dallas on 2/28/10. Get info at www.socialmedia-bootcamp.blogspot.com.
Speaking Champions Conference, Las Vegas, March 5-7, 2010 – Marie Swift will join top-rated keynote speaker Patricia Fripp and several other world-class speakers for 3 days of live training and interaction. See www.fripp.com.
FPA Business Solutions Conference, Dallas, TX, March 1-3, 2010 – Marie Swift will speak about marketing and PR. She will also serve on a panel and faciliate a round table discussion on marketing and PR. Visit www.FPAsolutions.org to register now. Early bird deadline 1/22/10.
Web 2.0 and Social Media Boot Camp, Dallas, TX, February 28, 2010 – Marie Swift and her team of experts will fuel a special pre-conference workshop for FPA. This four-part program includes three webinars and a full afternoon of hands-on work together in Dallas. Visit www.FPAsolutions.org to register now. Early bird deadline 1/22/10.
T3 Technology Conference, San Diego, CA, February 18-20, 2010 – Marie Swift will moderate two panels on using today’s best technology and ideas to market your business at the fifth annual Technology Tools for Today Conference. Visit www.TechnologyToolsForToday.com to register for or learn more about the event.
FPA Virtual Learning Session, February 12, 2010 – Marie Swift and Christy Barron from Impact Communications will use webinar technology to get Web 2.0 and Social Media Boot Camp registered attendees ready for the live boot camp in Dallas on 2/28/10. Register for the boot camp (and 3 related webinars) at www.FPAsolutions.org.
TD Ameritrade Conference, Orlando, February 3-5, 2010 – Marie Swift will speak on How to Become a Local Celebrity and Acquire New Clients. Register at http://www.tdainstitutional.com.
IFG Annual Retreat, Atlanta, GA, January 28-31, 2010 – Marie Swift will join Chris Ranney, CEO of Iron Point Capital, to speak with advisors about creating better communications with clients. Info: www.integrated-financial-group.com.
FPA Virtual Learning Session, January 20, 2010 – Marie Swift, Chris Hall (www.advisorpod.com) and Nancy Johnson Jones (www.compliancemaze.com) will present "Using Web 2.0 and Social Media to Build your Business" for FPA. This webinar is just $25 for FPA members ($35 for non-members). Register at www.FPAnet.org.
IAFSCA tele-keynote, December 12, 2009 – Marie Swift joined Sarano Kelley, Willie Aames, Andy Heath, Tom Butch and Steve Gardner in a conversation called Pathways to Prosperity: The Willie Aames Story. Aames, Kelley, Butch and Heath shared behind-the-scenes information and observations related to the filming of Broke and Famous: The Willie Aames Story. More info: www.iafsca.com.
Financial Literacy Summits, Anaheim, CA and Washington, DC, September and November 2009 – Marie Swift will join Sarano Kelley, author of The Game: Win Your Life in 90 Days, and other VIPs from industry associations such as MDRT, GAMA, AALU, FPA, NAPFA, NAIFA, NEFE and more in two Financial Literacy Summits held this fall. Learn more about how you can Stand Up For Financial Literacy at www.iafsca.com. Follow @STAND4FL on www.Twitter.com.
ASN360 Practice Management Summit, Atlanta, GA, November 2009 – Marie Swift will present Turbo Charge Your Business Growth with PR. Get 50% if you call the conference organizers and use Marie's name. Visit www.asn360.com to get info.
FPA Annual Convention 2009, Anaheim, CA, September 2009 – Several of Impact's team members will attend this conference and host private client events. Impact will also host a booth #651 and showcase several Industry Thought Leaders in the booth and at a special Thought Leader Round Table conversation in Community Building room #206. Marie Swift will also moderate something new and exciting this year - FPA Twitter Live! with Industry Thought Leaders. View the blog and video clips at www.fpaTwitterLive.Blogspot.com. Follow @marieswift on www.Twitter.com.
Tiburon CEO Summit and Consulting Fellows Meeting, San Francisco, September 2009 – Marie Swift will attend the Tiburon Consulting Fellows meeting and the Tiburon CEO Summit. Visit www.TiburonAdvisors.com to learn more.
Garrett Planning Network 9th Annual Retreat, Kansas City, MO, August 2008 – Marie Swift will present a session on marketing. Visit www.GarrettPlanningNetwork.com to learn more.
Securities America's Annual Conference, Omaha, NB, June 3-6, 2009 – Marie Swift and Leslie Swid will attend and speak at this conference. Visit www.SecuritiesAmerica.com to learn more.
FPA Wichita, May 21, 2009 – Marie Swift will present two back-to-back presentations: Business Building Strategies: What's Working Now and The Power of PR in Your Marketing Plan. Download her presentations and watch a short video of Eva Brodzik, director of business development for the Kinder Institute of Life Planning, here: http://www.4shared.com/dir/5906224/7a9e79c5/sharing.html
July 22, 2009
Automating Your Marketing with Marie Swift (guest presenter) Special Webinar – Visit www.TechnologyToolsforToday.com
July 13, 2009
Automating Your Marketing with Marie Swift (guest presenter) Special Webinar – Visit www.TechnologyToolsforToday.com
FPA NorCal, San Francisco, CA, May 26, 2009 – Marie Swift will share best practices for reaching out to journalists and becoming trusted media resource. Visit www.norcal.org to learn more.
Lockwood University, Dallas, TX, April 30, 2009 – Marie Swift will present 3 sessions for attendees: Two on working with the media, another improving your communication skills. Visit http://www.lockwoodadvisors.com/universityto learn more.
Tiburon CEO Summit and Consulting Fellows Meeting, New York, April 14-16, 2009 – Marie Swift will attend the Tiburon Consulting Fellows meeting and portions of the Tiburon CEO Summit. Visit www.TiburonAdvisors.com to learn more.
T3 Technology Conference, Dallas, Texas, February 26-28, 2009 – Marie Swift will present a special topic focused on using today’s best technology and ideas to market your business at the fourth annual Technology Tools for Today Conference.
Visit www.virtualofficenews.com to register for or learn more about the event.
US Wealth Companies' Bi-Annual Advisor Summit, Scottsdale, AZ, November 9-12, 2008 – Marie Swift will present The Power of PR in Your Marketing Plan. The company is also booking individual coaching sessions so that attendees can sit knee-to-knee with Marie to get the advice they need on anything related to marketing and PR. Marie will also participate in the Paragon Advisor round table gathering, a special pre-conference event for members of this unique coaching program. Visit www.uswealthcompanies.com or www.theparagonadvisor.com to learn more.
4th Annual Kinder Life Planning Conference ( Above ), Concord, Mass, Oct 13-15, 2008 – Marie Swift, pictured here with a select group of attendees, led a session on how to improve overall marketing communications. She also participated in the think tank circle gathering offering insights and professional advice over the course of the event. Visit www.KinderInstitute.com to register for the 2009 event.
Sarano Kelley International, Las Vegas, Oct 26, 2008 – Marie Swift will attend the Consulting Fellows meeting and meet with the Senior Leadership Team to discuss strategic initiatives for the organization. SKI is best known for providing a unique training programs, dynamic keynote speeches and an opportunity to participate in something called "The Game." Visit www.SaranoKelley.com to learn more.
Tiburon CEO Summit and Consulting Fellows Meeting, San Francisco, Oct 12-16, 2008 – Marie Swift will attend the Tiburon Consulting Fellows meeting and portions of the Tiburon CEO Summit. Visit www.TiburonAdvisors.com to learn more.
FPA National Convention, Boston, MA, October 4-7, 2008 – Marie Swift and her team will be attending the conference, hosting hospitality suites, private meetings, book signings and discussion forums, to promote their clients' agendas. Visit FPA Annual Convention to learn more.
Garrett Planning Network 8th Annual Retreat, Kansas City, MO, July 31-August 2, 2008 – Marie Swift and Bill Swift will present a number of sessions on marketing communications, public relations and becoming a better public speaker. Visit Garrett Planning Network to learn more.
FPA Northern Cal, San Francisco, CA, July 15, 2008 – Marie Swift and will share best practices for reaching out to journalists and becoming trusted media resource. Visit FPA San Francisco to learn more.
Securities America National Conference, Boston, MA, May 31-June 3, 2008 – Marie Swift and her team will host a number of circle gatherings to discuss the value of an innovative group program she developed in partnership with Securities America called "PR Mastermind." They will also serve as experts on marketing and public relations panels. Visit Securities America to learn more.
AdvisorMax, Online Webinar, May 14, 2008 – Marie Swift will present:
WEBINAR AND LIVE COACHING SESSION
The Power of PR in Your Marketing Plan
Wed. 05/14/08, 4:00 PM – 5:00 PM EDT
Free subscription. Sign up now at www.advisormax.com.
NFL Players Association, Atlanta, GA, May 9, 2008 – Marie Swift will present a variety of practical marketing ideas and ways to penetrate this niche for the approved financial advisors in the NFL Player's Association program. Visit NFL PLayers Association to learn more.
Lockwood University, Dallas, TX, May 8, 2008 – Marie Swift will present 2 sessions for attendees: One on working with the media, another improving your communication skills.Visit Lockwood University 2008 to learn more.
Financial Advisor Summit, Las Vegas, NV, April 16-18, 2008
Join Marie Swift at The Financial Advisor Symposium Las Vegas!
Register Today for The 4th Annual Financial Advisor Symposium Las Vegas, April 16-18, 2008, at the Mandalay Bay Resort and Casino and join Marie Swift for Using Electronic Communications to Market Your Business and Get Closer to Your Clients on Thursday, April 17, 9:45 am – 10:45 am. She and a panel of other top marketing and communications consultants will help you harness the power of today’s amazing Web 2.0 technologies and create effective digital communications, while addressing the challenges financial advisors face in establishing and maintaining client relationships.
For complete details or to register call 800/970-4355 and mention priority code #010693or visit their Web site.
Marie Swift will host a panel discussion on using Web sites and other electronic mediums to improve your marketing and client communications. Experts on the panel are: Kirk Hulett, Senior Vice President of Practice Management at Securities America; Marty Baird, owner of AdvisorMarketing; Kip Gregory, owner of Gregory Group. Marie will also offer a Q&A session onmarketing and PR in the "open air" platform in the exhibit hall. Visit Financial Advisor magazine to learn more.
AdvisorMax, Online Webinar, April 22, 2008 – Marie Swift will present:
WEBINAR AND LIVE COACHING SESSION
Using the Web 2.0 to Build Rapport with Clients and Market Your Business
Mon. 04/22/08, 2:00 PM - 3:00 PM EDT
Free subscription. Sign up now at www.advisormax.com.
Media Tour with Private Clients, New York, NY, April 8-11, 2008 – Marie Swift will be in New York meeting with journalists and introducing select clients to producers and editors there.
Tiburon CEO Summit and Consulting Fellows Meeting, New York, NY, April 8-11, 2008 – Marie Swift will attend the Tiburon Consulting Fellows meeting and portions of the Tiburon CEO Summit. Visit www.TiburonAdvisors.com to learn more.
Dialogues Interprofessoinal Collaborative, Jupiter Beach, Florida, April 2-5, 2008 – Marie Swift and Leslie Swid will join an elite group of wealth managers and allied professionals for an intimate dialogue on building braintrusts for the benefit of clients with complex planning needs. Register at www.suddenmoney.com.
FocusPoint Solutions Private Training Session, Las Vegas, Nevada, January 24-25, 2008 – Marie Swift will spend an afternoon coaching a group of twenty advisors in an interactive Marketing and PR Clinic. Visitwww.focuspointsolutions.com to learn more.
Technology Tools for Today Conference, Orlando, Florida, January 10-12, 2008 – Marie Swift and Sheryl Garrett will co-present “Best Ways to Market Using the Web 2.0”. Visit www.virtualofficenews.com to register for the 2008 event. Watch a video summary of the Web 2.0 event and hear Marie speak now.
Sudden Money Training Session, Jupiter Beach, Florida, Nov 29-30, 2007 – Marie Swift and Leslie Swid will join an elite group of wealth managers and allied professionals for a private training led by founder Susan Bradley. Join the Sudden Money Institute at www.suddenmoney.com.
Investment Advisor Summit, Arlington, VA, Nov 27-28, 2007 – Marie Swift will attend this industry conference. Visit www.investmentadvisor.com/summit for details.
FPA Northern Capital Area chapter, Vienna, VA, Nov 8, 2007 – Marie Swift will speak at the Career Professional Development day. Her subject? Marketing and PR for financial advisors, of course! Visit www.fpanca.org to learn more.
Tiburon CEO Summit and Consulting Fellows Meeting, San Francisco, CA, Oct 8-10, 2007 – Marie Swift will attend the Tiburon Consulting Fellows meeting and portions of the Tiburon CEO Summit. Visit www.TiburonAdvisors.com to learn more.
3rd Annual Kinder Life Planning Conference, Estes Park, Colorado, Oct 5-8, 2007 – Marie Swift will talk about the media relations strategy for the Kinder Institute in 2008. She will also present “How to Build a Vibrant Community Using the Web 2.0” Visit www.KinderInstitute.com to register for the 2007 event.
Women and Money Conference, St. Joseph, MO, Sept 29, 2007 – Marie Swift will present “Money Smarts: How to Find a Competent Financial Advisor When You Need One.” The event is sponsored by the YWCA St Joseph and Missouri Western State University Department of Business. Visit www.ywcasj.org for details.
FPA International Conference, Seattle, Washington, September 8-11, 2007 – Marie Swift will present two sessions at the international Gathering of Financial Planning professionals. The first, on “Financial Planning and the Media,” will be offered as a breakout session on the Practice Management track. The second, on “How to Get Started with Your Marketing Plan,” will be offered on the Financial Planning Essentials track (previously called the Bridging the Gap conference within the conference). Claudia Vecchio and Leslie Swid (both from Impact Communications) will also attend the event.
Garrett Planning Network 6th Annual Retreat, Kansas City, Missouri, August 2-5, 2007 – Marie Swift will attend the entire conference, providing ad hoc coaching and advice to Garrett members and presenting one or more sessions. Learn more at www.GarrettPlanningNetwork.com.
Securities America National Conference, Salt Lake City, Utah, June 2-5, 2007 – Marie Swift will present two sessions for Securities America representatives. The first will be centered on working with the media and marketing your business. The second will explain the PR Mastermind Program, a unique publicity program available only to advisors affiliated with Securities America. Learn more at www.SecuritiesAmerica.com.
NAPFA National Conference, Chicago, Illinois, May 2-6, 2007 – Marie Swift will attend the entire conference, representing the firm’s clients and providing ad hoc advice to anyone who cares to tackle her. Learn more at www.NAPFA.org.
Financial Advisor Symposium, Las Vegas, Nevada, April 20, 2007 – Marie Swift, Brigid O’Connor, Derrik Kinney and Larry Chambers will provide insights on marketing, branding, image and PR during a panel presentation. Learn more at www.fa-mag.com/fa_symposiums.php.
Schwab Growth Forum, Dallas, Texas, February 26-27, 2007 – Marie Swift, Bill Cates, Leo Pusateri and a handful Schwab staff members will address a select group of financial advisors at this conference focused on business development. Learn more at www.schwabgrowthforum.com/dallas.
Technology Tools for Today Conference, Miami, Florida, January 18-20, 2007 – David Drucker, Marie Swift,Sheryl Garrett and Chris Hicks will present as a panel “Real Virtual Offices” at this technology focused event. Other speakers include Tracy Beckes, Bob Veres, Deena Katz, Harold Evensky and more. Register here.
AdvisorMax, Expert Forum, November 21 – December 4, 2007 – Marie Swift serve as an industry expert, hosting an online discussion for AdvisorMax subscribers on “The Power of Good Marketing and PR”. Subscribe now and join the conversation.
2nd Annual Kinder Life Planning Conference, Estes Park, Colorado, Nov 9-12, 2006 – Marie Swift received a warm welcome at this year’s Life Planning Conference. Marie helped kick off the conference by presenting in collaboration with Carol Anderson, Susan Galvan and Sheryl Garrett (a.k.a. The Lifework$ Collective) a presentation on “The Client-Centered Advisor.” She facilitated a discussion on working with the media and provided ad hoc advice on all matters related to marketing and PR throughout the 2 ½ day conference. She and Impact team member Leslie Swid led a knee-to-knee circle discussion centered on communicating your value and securing all the business you want, as the closing session for the event. Last year Bill Swift and Marie Swift coached the group on how to improve their overall marketing communications and work with the media. Visit www.KinderInstitute.com to register for the 2007 event.
FPA National Conference, Nashville, Tennessee, October 21 - 24, 2006 – Marie Swift, Karen Embry and Leslie Swid (all from Impact Communications) and dozens of Impact clients made a splash at the FPA Conference again this year. Through workshops, educational sessions, community building conversations, book signings, a general session keynote, and a number of special Meet-and-Greets, Impact clients increased their visibility while contributing to the profession and making new friends. Pictured to the right is Marie Swift with client Kevin Gahagan of Mosaic Financial Partners.
The most prominent client at this year’s event was Lee Eisenberg, best selling author of THE NUMBER. Lee not only delivered a rousing general session address but co-hosted two Community Building conversations – one with George Kinder, co-founder of the Kinder Institute of Life Planning (first photo on the left), and one with Marie Swift, president of Impact Communications (second photo on the left).
Sheryl Garrett, founder of The Garrett Planning Network, George Kinder and Susan Galvan, co-founders of the Kinder Institute of Life Planning and Norm Boone, co-creator of IPS Advisor Pro, all hosted Community Building conversation and held book signings. Alan Gappinger, founder of the Heartland Institute of Financial Education, Rick Kent, founder of Merit Retirement Advantage, and Kelly Staley of FocusPoint Solutions, also hosted conversations.
Pictured to the left is Norm Boone visiting with John Barton, also an Impact client, and Gil Weinreich, editor of Research magazine.
Financial Advisor Symposium, Chicago, Illinois, September 24-27, 2006 – Marie Swift and other industry notables were named to the Practice Lifecycle Expert’s Panel hosted by founders David Drucker and Kris Behn. Learn more about this great practice management resource at www.PracticeLifecycle.com.
NAPFA West Conference, Portland, Oregon, September 14-17, 2006 – Bob Veres, Marie Swift and Eric Hehman presented “Marketing in the Land of Giants”. Marie also hosted a Marketing and PR Roundtable Discussion. Visit www.NAPFA.orgt o learn more.
Practice Nirvana Workshop, Portland, Oregon, September 18, 2006 – Marie Swift was a special guest at this full-day workshop presented by the "Rock Stars of the Lecture Circuit" (Research magazine, Feb. 2006). Bob Veres, Tracy Beckes, David Drucker and Joel Bruckenstein, now dubbed “the Fab Four”, provided great insights and advice to the audience. Two other fall dates/locations are offered. Visit http://www.bobveres.com//nirvana to sign up!
NAPFA West Conference, Portland, Oregon, September 14-17, 2006 – Marie Swift will be speaking on Marketing and PR at this conference. Visit www.NAPFA.orgto learn more.
Garrett Planning Network's 6th Annual Retreat, Kansas City, Missouri, July 27-30, 2006 – Marie Swift and Pam Black, managing editor for Financial Planning magazine, co-presented Media Missteps, a lively PR and media training session for Garrett Members. Marie also hand selected 6 members and facilitated a high-rated Success Panel on closing day. Visit www.GarrettPlanningNetwork.com to become a member (or a sponsor).
NAPFA National Conference, Dallas, Texas, May 17-21, 2006 – Marie Swift attended NAPFA’s annual conference to visit with friends, colleagues and the media. While attending the celebration dinner at Southfork Ranch on Saturday night, she was proud to watch Sheryl Garrett, a key client since 1999, receive NAPFA’s distinguished award of service. Here she is with Susan Galvan, CEO of the Kinder Institute of Life Planning (left) and Sheryl Garrett, founder of the Garrett Planning Network (right), just before heading out to the “show-deo.” Visit www.NAPFA.orgto learn more.
Capital Analysts: Practice Management Teleconference, April 20, 2006 – Marie Swift presented one of her signature presentations: “Low-Cost (or No-Cost) Marketing Ideas Any Advisor Can Use to Build Business, Boost Referrals and Attract Ideal Clients.”
NFL-PA's Advisor Summit, Santa Monica, California, April 3-4, 2006 – Marie Swift received high marks for her Marketing and PR presentation at this “approved advisors” conference. Visit www.NFLPlayers.com to learn more.
FPA Southern California Planner Resource Day, San Diego California, November 9, 2005 – Meet Marie Swift at this regional conference. David Drucker, Joel Bruckernstien, Bob Veres and Tracy Beckes speak on how you can live in "Practice Nirvana."
FPA National Conference, San Diego, September 2005 – Pictured to the right are Sheryl Garrett, Marie Swift and Deb Neiman signing books.
Kinder Institute Life Planning Conference, Estes Park Colorado, October 2005 – Join George Kinder, Susan Galvan and other life planning leaders for the first-ever life planning conference. Marie and Bill Swift will lead an afternoon session on the challenges and opportunities building a life-centered financial planning business. Visit www.KinderInstitute.com to learn more.
FPA National Convention, San Diego California, September 16, 2005 – Marie Swift and Thomas Kostigen, a long-time journalist currently writing for Dow Jones MarketWatch, are teaming to promote Trade 4 Good! Month. The financial community is invited to support this philanthropic endeavor. Visit www.Trade4Good.com to learn how you can help eliminate extreme hunger and poverty or join Swift and Kostigen at a special Connections Lounge in San Diego.
The Garrett Planning Network’s Fifth Annual Retreat, August 2005 – Join Marie Swift, Sheryl Garrett, Sarah Teslik, Bernie Keily, Mitch Anthony and more in Kansas City. Open to members of The Garrett Planning Network only. Visit www.GarrettPlanningNetwork.com to learn more.
NAPFA National Convention, Tampa Florida, May 2005 – Marie Swift attended the annual NAPFA convention. “It’s one of the best places to connect with the industry’s leading thinkers,” she says.
Marketing Muscle for Financial Advisors: Pump it Up and Watch Your Business Soar, FPA Planners Resource Day, October 2004 – Marie Swift, Roger Ibbotson and a local economist addressed over 200 advisors attending the annual FPA Planners Resource Day in Orange County, California. A book signing and meet-n-greet followed Marie's luncheon speech. View event flyer.
FPA National Convention, Denver, September 2004 – Sheryl Garrett and Marie Swift did a book signing in the Borders Book Store onsite at the conference. Marie wrote the marketing chapter and contributed to “Garrett’s Guide to Financial Planning: How to Capture the Middle Market and Increase your Profit.” “Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Questions” by Sheryl Garrett with Marie Swift and The Garrett Planning Network is the second book on which Marie served as project manager, writing partner and publicist.
FPA National Convention, Denver, September 2004 – Marie Swift co-hosted a conversation with CFP® Brent Hicks on “How to Build a Profitable Fee-Based Business” at this year’s FPA Knowledge Café. Swift also participated in Knowledge Café conversations hosted by Sheryl Garrett, CFP®, and The Garrett Planning Network. The topic: serving the middle market and the do-it-yourself client based on Garrett's model of hourly, as-needed advice.
Book Expo America, Chicago, June 2004 – Sheryl Garrett and Marie Swift kicked off the media tour for the new book “Just Give Me the Answer$: Expert Advisors Address your Most Pressing Financial Questions” by attending the biggest annual event for writers and publishers. Book signings, radio appearances and private meetings with the publisher’s marketing team rounded out the trip.
The Results are In, FPA Success Forum 2003 – 92.1% of the advisors who attended sessions that Marie Swift led (Marketing Muscle Workshop) or participated in (Outsource Solutions Panel) said that she should be invited back. Request more information on having Marie speak at your event.
NAPFA National Convention, Toronto Canada, May 2004 – Marie Swift attended the annual NAPFA convention and special press conference. “NAPFA’s track record of success is impressive and their conferences are always good,” says Swift.
GPN’s Fourth Annual Retreat, August2004 – Marie Swift gave a keynote presentation and led several breakout sessions related to improving the marketing communications and public relations skills of advisors at the fourth annual GPN “Pathways to Success Retreat.” Other featured speakers included George Kinder, Norm Boone, Linda Lubitz and Kip Gregory. Swift has played an integral role in developing the brand and creating consumer and industry awareness for the network since its inception in 2000.
Kinder Institute of Life Planning, January 2004 – George Kinder and Susan Galvan of the Kinder Institute of Life Planning met with Marie Swift and retained Impact Communications to develop and implement a national public relations strategy. After attending the Seven Stages of Money Maturity workshop, Swift was so impressed with the curriculum that she recommends all advisors take the Kinder courses.
FPA Success Forum, Philadelphia, November 2003 – Marie Swift co-hosted a conversation with CFP Brent Hicks on "The Shift to Fees: Myths, Truths and Realities" at this year’s FPA Knowledge Café. The live, one hour conversation expanded upon the thoughts published in the article "The Shift to Fee-Only" (Financial Planning magazine, October 2003). About 50 interested financial planners attended. Swift also participated in Knowledge Cafe' conversations hosted by Sheryl Garrett, CFP®, and The Garrett Planning Network. The topic: how to create a profitable fee-only business via untapped markets using hourly, as-needed financial planning and advice.
FPA Success Forum, Philadelphia, November 2003 – Marie Swift delivered a 90-minute "Marketing Muscle Workshop" on the Business Solutions Track at the national conference. The session was very well received, as proven by newly tendered invitations to speak in Hong Kong, Canada and other US locations. Swift also participated on a panel of experts that included Cindy Conger, CFP®, Roron Wiseneski and Carol Grosvenor, CFP. The topic: “Outsource Solutions." Order one of both of the audio tapes.
FPA Success Forum, Philadelphia, November 2003 – Sheryl Garrett and Marie Swift did a book signing in the Borders Book Store onsite at the conference. Marie wrote the marketing chapter and contributed to Sheryl’s book, “Garrett’s Guide to Financial Planning:How to Capture the Middle Market and Increase your Profits.”
Pathways to Success, Kansas City, August 2003 – Marie Swift hosted multiple sessions on how planners can improve their marketing communications and public relations results. This is the third year in a row that Marie has played a key role in The Garrett Planning Network'sannual retreat.
Wow! Meeting 2003, Portland, Oregon, January 2003 – FocusPoint Solutions hosted an all-day practice management meeting for affiliated planners. Marie Swift presented a “Marketing Fundamentals Workshop.” She also played a key role in the annual executive summit and strategy meeting.
DaVinci Strategic Advisors, July 2003 – Denisa Tova, ChFC, president of DaVinci Strategic Advisors, has retained Impact Communications to develop a corporate identity and local marketing strategy for her newly established firm.
Michigan Association of CPAs, Detroit, Michigan, November 2002 – “Marketing your Personal Financial Planning Services” was the title of the featured opening session at this all-day regional conference. The general session was followed by a “Marketing Fundamentals Workshop.” Marie Swift delivered both sessions to what the meeting planners said was a most enthusiastic crowd.
FocusPoint Solutions, August 2002 – Brent Hicks, CFP, and his executive team met with Marie Swift in Portland, Oregon, to develop a national marketing and public relations strategy for FocusPointSolutions. Impact Communications was retained to develop the
brand and implement an industry-wide visibility campaign.
Pathways to Success, Kansas City, August 2002 – Marie Swift hosted multiple sessions on how planners can improve their marketing communications and public relations results. This is the second year that Marie has played a key role in The Garrett Planning Network's annual retreat.
Marketing Communications and Public Relations classes, Kansas City, 2000 to date – Marie Swift has delivered dozens of training classes and personalized coaching sessions to hundreds of financial planners through The Garrett Planning Network, Inc.She also mans the related discussion boards on the GPN Intranet and hosts monthly Marketing Matters and Marketing Fundamentals teleconferences for the Garrett Members.
The Garrett Planning Network, June 1999 – Sheryl Garrett, CFP, and Marie Swift agreed to a strategic alliance. Swift will play an integral role in developing the brand and creating consumer and industry awareness for The Garrett Planning Network. In addition, Swift was retained as the Marketing Communications Coach; advisors who join the network will receive media training and marketing advice from Swift.
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This section is currently being updated. Please check back soon for the most current events.
FPA Colorado Chapter Meeting, Denver, January 10, 2014 – Marie Swift will present on using PR 2.0 to build buzz and reputation. A special thanks to www.LoringWard.com for sponsoring this presentation. Register at http://www.cofpa.org.
The MarketCounsel Summit, Las Vegas, December 10-13, 2013 – Impact Communications will be providing onsite PR support for institutional clients and advisory firms. Register at www.mcsummit.com.
FPA Orange County Educational Symposium, Irvine, CA, November 20, 2013 – Social Media: Magic or Myth? Join the Orange County chapter and get Marie Swift’s latest thinking on how best to use the interactive web. A special thanks to www.LoringWard.com for sponsoring this presentation. Register at http://www.fpaocc.org.
T3 Enterprise Conference, Chicago, November 3-5, 2013 – Impact Communications will be providing onsite logistics and media relations services at this intimate, invitation-only event. Learn more at http://www.t3enterpriseconference.com.
FPA So-Cal Educational Symposium, San Diego, October 23, 2013 – Marie Swift of Impact Communications will be joined by Christopher Van Slyke of WorthPointe LLC,a multi-family office that provides a unique brand of financial advice to successful entrepreneurs. They will conduct a Social Media Forum, answering the key question What’s Working Now? Register at http://www.fpasandiego.org.
FPA Experience 2013 National Conference, Orlando, October 19-20, 2013 – Impact Communications will be providing onsite PR support for institutional clients and advisory firms. Register at http://www.FPAAnnualConference.org.
Loring Ward / DFA “Eagle” Workshop, Austin, October 16-17, 2013 – Leslie Swid of Impact Communications will be providing onsite PR support. Learn more at http://www.LoringWard.com.
Peak Excell Meeting, Omaha, October 1-4, 2013 – Karen Embry of Impact Communications will be providing onsite PR support. Marie Swift will be present to interact with advisors in the all-new Digital Fortress Lab. Marie will also lead a Media Training session in partnership with Peak’s Managing Director, Paul West (journalist names TBA soon). Learn more at http://www.ExcellMeeting.com.
Copytalk / Efficient Practice Webinar, October 10, 2013 – Free Webinar "Mobile Dictation Services: Choices and Challenges" with Marie Swift and Dr. David Lawrence a nationally recognized expert on operational efficiency. Register here: http://tinyurl.com/copytalkwebinar.
Tiburon CEO Summit XXV, San Francisco, Oct 7-9, 2013 – Impact Communications will be providing onsite logistics, video production and media relations services at this high profile, invitation-only event. Visit http://www.TiburonAdvisors.com to learn more.
FPA Philadelphia Fall Retreat, Lafayette Hill, PA, September 24, 2013 – Marie Swift will be the keynote speaker. Her topic, PR 2.0, will help financial advisors understand how the playing field has changed now that so much of what we do to communicate and market has gone digital. A special thanks to www.LoringWard.com for sponsoring this presentation. Learn more at http://www.fpaphilly.org.
United Planners Executive Retreat, Coeur d'Alene, September 18-22, 2013 – Leslie Swid and Marie Swift will spend a few days with United Planners’ executives and top 15 advisors, most of whom are also shareholders in this unique company. United Planners serves as both a national RIA and an independent broker/dealer for a loyal group. Their session and hallway conversations will all hinge on PR 2.0. Learn more at http://www.joinunitedplanners.com.
Transamerica “Circle of Honor” Webinar, August 27, 2013 – Marie Swift will spend an hour speaking with Transamerica Financial Advisors’ top advisors. The topic of discussion will be PR 2.0 and how the playing field has changed now that so much of what we do to communicate and market has gone digital. Learn more at http://www.tfa.transamerica.com.
Garrett Planning Network 13th Annual Retreat, Kansas City, July 25-28, 2013 – Marie Swift will lead the Media Training Session. She will be joined by journalists Gail MarksJavis and Kate McBride for “The Journalist’s View.” Must be a member to attend: http://www.GarrettPlanningNetwork.com.
Loring Ward National Education Conference, Monterrey, CA, June 4-8, 2013 – Marie Swift and Leslie Swid will lead a private Media Training session for the Loring Ward Media Mavens, plus they’ll be a part of the Bright Ideas Café’ Learn more at http://www.LoringWard.com.
Investacorp National Conference 2013, San Juan, Puerto Rico, May 19-22, 2013 – Marie Swift and Leslie Swid will be a part of the Coaching Symposium talking about social media and building a strong online presence. Register at http://www.Investacorp.com.
NATCO Conference, Las Vegas, May 14-15, 2013 – Marie Swift will talk about social media for financial advisors as a part of the conference presentation agenda. Learn more at http://www.nationaladvisorstrust.com.
FPA Kansas City, March 28, 2013 – Marie Swift will talk about social media for financial advisors, as the featured speaker (thanks to Loring Ward). Learn more at the chapter site.
Tiburon CEO Summit XXIV, New York, April 9-10, 2013 – Impact Communications will be providing onsite logistics and media relations services at this high profile, invitation-only event. Visit http://www.TiburonAdvisors.com/ to learn more.
Ladenburg Thalmann Institute of Women & Finance, February 12, 2013 – Marie Swift will present a one-hour webinar presentation called Demystifying Social Media and the Digital Reality. Learn about the institute now.
T3 - Technology Tools for Today Conference, Miami, FL, February 11-13, 2013 – Marie Swift will be handling media relations onsite at the 8th annual event. Follow @t3fan and @fintechie and @marieswift on http://www.twitter.com for breaking news. Register at: http://technologytoolsfortoday.com/conference.html.
SourceMedia's Annual Industry Digital Trends and Marketing Conference, New York City, February 5-6, 2013 – Marie Swift will present Digital PR: The Intersection of Social Media and SEO to an elite group of industry marketing experts (custodian and broker/dealer CMOs). Learn more about Sourcemedia’s IAG publications at http://sourcemedia-iag-mediakit.dc-dev.com.
TD Ameritrade Institutional 2013 National Conference, San Diego, January 30-February 2, 2013 – Marie Swift will serve as a subject matter expert in the social media lab. Conference information here: www.tdameritradeconferences.com.
FSI One Voice 2013 Conference, San Diego, January 28-30, 2013 – Marie Swift will attend the FSI conference to glean new insights for her Marketing Maven column for Financial Planning magazine, and to network with industry VIPs. Conference information here: www.financialservices.org.
Barron’s Top Women Advisors Gathering, Palm Beach, FL, November 28-30, 2012 – Barron’s will host an elite gathering of the nation’s pre-eminent women financial advisors. Marie Swift will present a special double-deck session. Part one: Demystifying Social Media and the Digital Reality. Part two: Putting Social Media Theories into Action. Visit the Winner’s Circle site to learn more.
Schwab IMPACT 2012 Conference, Chicago, IL, November 13-16, 2012 – Marie Swift will accompany some of Impact’s C-Level clients and facilitate video interviews with industry outlets. She will also be writing up her own views and session highlights for http://www.financial-planning.com.
Ladenburg Thalmann Institute of Women & Finance Symposium, November 1-2, 2012 – Marie Swift will attend this premier symposium and gather stories from some of the nation’s top women advisors to share with readers of her Marketing Maven column for Financial Planning magazine. Learn about the symposium now.
Tiburon CEO Summit XXIII, San Francisco, October 16-17, 2012 – Impact Communications will be providing onsite logistics and media relations services at this high profile, invitation-only event. Visit http://www.TiburonAdvisors.com/ to learn more.
Loring Ward Elite Advisor Symposium, Chicago, IL, October 9-10, 2012 – Marie Swift will partner with Loring Ward’s CMO, William Chettle, to help advisors create a viable marketing plan for 2013. Visit http://www.LoringWard.com to learn more.
FPA Experience 2012 National Conference, San Antonio, September 29-October 2, 2012 – Marie Swift and Impact Communications will be providing onsite PR support for institutional clients and advisory firms. Register at http://www.FPAAnnualConference.org/
Texas Tech University, Lubbock, TX, September 22, 2012 – Marie Swift will lead a full-day social media boot camp for financial planning students in Deena Katz’s program at TTU. Learn more at http://www.depts.ttu.edu/pfp/faculty.php.
Business & Wealth Management Forum Presented by Bob Veres and T3, Denver, September 13-14, 2012 – Marie Swift will be doing onsite PR for the conference and serving as the team leader for the social media lab. Register at http://www.SignUpForConference.com/ (use SWIFTVIP to save $100 off your tuition!)
CALCPA State Level Financial Planning Committee Meeting, Oakland, CA, September 7, 2012 – Marie Swift will provide an industry update and trends presentation, followed by live consulting and instruction on UVPs, messaging and marketing for both the group as a whole and their individual businesses. Learn more at http://www.CalCPA.org.
Garrett Planning Network 12th Annual Retreat, Denver, August 5-8, 2012 – Marie Swift will lead the Rapid Fire Marketing Session. Must be a member to attend. http://www.GarrettPlanningNetwork.com/
NAPFA Marketing Self-Help Workshop, Chicago, July 16, 2012 – Join Marie Swift for a full day of conversation, instruction and FUN at this all-day marketing workshop being held at DePaul University, O’Hare Campus in downtown Chicago. Open to all financial planners (There is a NAPFA Member discount but all are invited to attend). Register at http://www.NAPFA.org/calendar/calendar/event.asp?EVENT_ID=1200&
Investacorp National Conference 2012, Bonita Springs, FL, July 9-11, 2012 – Marie Swift will be a keynote speaker presenting on Marketing That Works for Financial Advisors Today. Register at http://www.InvestacorpConference.com/
Securities America 2012 National Conference, Denver, June 9-12, 2012 – Impact Communications will be providing onsite logistics and media relations services. http://www.SecuritiesAmerica.com/
Loring Ward National Education Conference, Monterrey, CA, June 6-7, 2012 – Marie Swift will be a featured speaker presenting on Marketing That Works for Financial Advisors Today. http://www.LoringWard.com/
Tiburon CEO Summit XXII, New York, April 17-18, 2012 – Impact Communications will be providing onsite logistics and media relations services at this high profile invitation-only event. Visit www.TiburonAdvisors.com to learn more.
NAPFA South Regional Winter Symposium, Atlanta, February 27, 2012 – Marie Swift will present a series of workshop modules and provide live coaching. NAPFA members only -- www.NAPFA.org
T3 Technology Conference, Dallas, February 16-18, 2012 – Marie Swift will be handling media relations onsite at the 7th annual event. Follow @t3fan and @fintechie and @marieswift on www.twitter.com for breaking news. Register at: http://technologytoolsfortoday.com/conference.html
Source Media's Annual Industry Trends and Marketing Conference, New York City, February 6-7, 2012 – Marie Swift will be a featured speaker and presenting “Outside the Box - Leveraging New Media and Digital Communications to Enhance Brand Perception”.
TD Ameritrade Institutional 2012 National Conference, Orlando, February 1-4, 2012, – Marie Swift will present “Incorporating Social Media into your marketing Plan” and will be a part in the social media experts team. www.tdameritradeconferences.com
NAPFA Genesis Webinar, January 18, 2012 – Marie Swift will present Social Media Etiquette: Building Relationships Online. NAPFA members only -- www.NAPFA.org
Transamerica National Conference for Advisors, Tampa, January 16, 2012 – Marie Swift is the keynote speaker, presenting “Marketing that Works for Advisors Today”.
Schwab IMPACT 2011 Conference, San Francisco, Nov. 2-4, 2011 – Marie Swift will accompany some of Impact’s C-Level clients and facilitate video interviews with AdvisorOneTV and RegisteredRepTV. She will also be writing session highlights for www.financial-planning.com.
Garrett Planning Network 11th Annual Retreat, Denver, October 27-30, 2011 – Marie Swift will facilitate the Rapid Fire Marketing Session. Must be a member to attend - www.GarrettPlanningNetwork.com.
NAPFA Practice Management & Investment Conference, Brooklyn, October 24-26, 2011 – Marie Swift is conducting a pre-conference all day Web 2.0 and Social Media workshop. She will also present Media Tips and Tricks on day 2, as well as lead an interactive round table discussion on Social Media on day 3. For more info visit www.NAPFA.org.
Advisors Money Show, Chicago, October 19th, 2011 – Marie Swift will present the keynote address and speak about Marketing that Works for Advisors Today. Learn more at www.MoneyShow.com.
FPA-Fairfield, Fairfield, Mass., September 24, 2011 – Web 2.0 and Social Media Boot Camp: An all-day workshop at Fairfield University’s Dolan School of Business will serve as a crash course for professionals seeking to harness the power of blogs, LinkedIn, Facebook, Twitter, YouTube and other social media to grow their businesses. Led by Marie Swift. Enroll for the morning or afternoon session – or both – at www.fpact.org.
FPA National Conference - San Diego, September 15 - 18, 2011 – On Sept. 16 join Marie Swift as she gleans pearls of wisdom from 10 "industry insightfuls" who will in this fast-paced session have just 140 seconds each to stand and share what they see as the biggest business threat or challenge for planners on the horizon. More importantly, how are they now rising to the challenge -- and what might you do, too? For registration, schedule and speakers go to www.FPAnet.org.
NAPFA Webinar, August 17, 2011 – Marie Swift presents Fish for Yourself: A Comprehensive Marketing Overview. Open to NAPFA members only. More info at www.NAPFA.org.
FPA Connecticut, July 15, 2011 – For FPA members only, Marie Swift and Leia Farmer, Deputy Compliance Officer, Securities America, will present Maximize Your Online Presence in a Smart, Compliant Way. Watch the recorded webinar on www.marieswift.com.
Tiburon CEO Summit XXI, San Francisco, CA, October 12-13, 2011 – Impact Communications will be providing onsite logistics and media relations services at this high profile invitation-only event. Visit www.TiburonAdvisors.com to learn more.
Thought Leader Webinar, No Cost / Available "On Demand" – Join Marie Swift for “What Have You Done for Me Lately? Redefining Your Value as an Advisor Today,“ a Fireside Chat with industry influentials:
- Bob Veres – Inside Information
- Joel Bruckenstein, CFP® – Technology Tools for Today
- Robert Lindner, CFP® – Lindner Capital Advisor
- Michael Kay, CFP® – Financial Focus, LLC
- Skip Schweiss – TD Ameritrade Trust Company
Thought Leader Podcast, No Cost / Available “On Demand” – Join Marie Swift for “Going Independent: Things to Consider Before Making the Move ,“ a Fireside Chat with:
- John Brackett – BAR Financial, LLC
- Dave Hubbard – Exemplar Financial Network
- Cheryl Chiara, CFA® – Financial Network Investment Corporation
Women Advisors Forum, Santa Monica, California, December 8, 2010 – Marie Swift will attend this event to support clients TD AMERITRADE Institution (exhibiting sponsor) and Denise Villanueva, Managing Partner of American Financial Network / The Collaborative Services Platform, who will be speaking on the Secrets of a Rainmaker panel. Marie has FREE CONFERENCE PASSES to give away. Email [email protected] if interested.
Get an inside look at the Women Advisors Forum (meeting recap published by RIAbiz).
Advisors Money Show, Orlando, Florida, November 17-19, 2010 – Marie Swift will speak on panel of experts. Topic: “Marketing that Works for Advisors Today” on November 18th at 11:15 am. Marie has 10 FREE CONFERENCE PASSES to give away. Details here: www.MarieSwift.com.
Get the inside scoop from 3 bloggers who attended the Advisors MoneyShow (meeting recap published by RIAbiz)
Financial Network, Private Media Training Session, Las Vegas, NV, November 8, 2010 – Marie Swift and Karen Embry will lead a private workshop. By invitation only – www.FinancialNetwork.com.
Copernicus Institute, 1st Annual Retreat, Las Vegas, NV, November 4-6, 2010 – Marie Swift will attend this private business networking / industry think tank group gathering at the Mandalay Bay Hotel and Resort. By invitation only - www.CopernicusInstitute.com.
Garrett Planning Network 10th Annual Retreat, Eureka Springs, AK, October 26, 2010 – Marie Swift will keynote and facilitate the “Rapid Fire Marketing Session.” Must be a member to attend - www.GarrettPlanningNetwork.com.
Financial Network’s Elite Advisor Conference, Washington, DC, October 21, 2010 – Marie Swift will be the keynote speaker. Her topic: “What Have You Done for Me Lately? Redefining Your Value as and Advisor Today.” She’ll also do 2 breakout sessions on how to “Turbo Charge Your Marketing Plan with PR” and host a roundtable discussion over dinner on “Web 2.0 and Social Media.” By invitation only – www.FinancialNetwork.com.
Get an inside look at the Elite Advisors’ Meeting (meeting recap published by RIAbiz).
FPA Denver 2010, Denver, CO October 9-12, 2010 – Don't miss this robust event filled with ground-breaking educational sessions & much more. Register now at www.FPAnet.org.
Garrett Planning Network’s Annual Members-Only Retreat, Eureka Springs, AK, October 2010 – Marie Swift will be speaking to and networking with Garrett Members at this special annual retreat. Garrett Members only: Watch the Knowledge Bank or www.garrettplanningnetwork.com.
Women Advisors Forum, Chicago, June 17, 2010 – Marie Swift and Karen Embry from Impact Communications attended this fantastic event put on by Sourcemedia. Impact client Sue Stevens was a featured speaker. You can check out Sue's latest brainstorm at www.financial-happiness.com. Impact Communications plans to make it to every future Women Advisors Forum put on by Sourcemedia. It was just that good. Watch for announcements at www.financial-planning.com.
Pershing Insite Conference, Orlando, June 9-11, 2010 – Marie Swift will be presenting Redefining Your Value in Today’s Market. Visit www.pershing.com to register.
Securities America's Annual Conference, Huntington Beach, CA, June 2-6, 2010 – Marie Swift and Leslie Swid will attend and speak at this conference. Visit www.SecuritiesAmerica.com to learn more.
NAPFA National Conference, Chicago May 19-21, 2010 – What's Working Now: NAPFA Members and Industry Expert, Marie Swift Share Their Best Marketing Ideas. Visit www.NAPFA.org to register.
FPA Dallas/Fort Worth North Texas Financial Planning Symposium – May 7th, 2010 "Being Compliant with Your Social Media Strategy" – Marie Swift will take lead in a panel of experts who will provide an overview of the various types of social media opportunities available to financial planners. Visit www.FPAnet.org.
Fiduciary360 Annual Conference, Orlando, May 5-6, 2010 – Marie Swift slated to speak about Generating Better Conversations with Clients, Journalists and the Public. Visit www.fi360.com
National Association of Active Investment Managers, Orlando, May 3-4, 2010 – Marie Swift will speak on working with the media: The Power of PR in Your Marketing Plan. Info: www.naaim.org.
Investment Advisors Association National Conference, Chicago, April 28-30, 2010 – Marie Swift will speak at a special pre-conference workshop on using Web 2.0 and Social Media to build relationships. Info: www.investmentadviser.org.
Tiburon CEO Summit and Consulting Fellows Meeting, New York City, April 13-16, 2010 – Marie Swift will attend the Tiburon Consulting Fellows meeting and the Tiburon CEO Summit. Impact Communications will also be running the corresponding 2-day press conference. Visit www.TiburonAdvisors.com to learn more.
FPA Virtual Learning Session, March 30, 2010 – Marie Swift and team members from Impact Communications will use webinar technology to wrap up the Web 2.0 and Social Media Boot Camp program for people who attended the live boot camp in Dallas on 2/28/10. Get info at www.socialmedia-bootcamp.blogspot.com.
Speaking Champions Conference, Las Vegas, March 5-7, 2010 – Marie Swift will join top-rated keynote speaker Patricia Fripp and several other world-class speakers for 3 days of live training and interaction. See www.fripp.com.
FPA Business Solutions Conference, Dallas, TX, March 1-3, 2010 – Marie Swift will speak about marketing and PR. She will also serve on a panel and faciliate a round table discussion on marketing and PR. Visit www.FPAsolutions.org to register now. Early bird deadline 1/22/10.
Web 2.0 and Social Media Boot Camp, Dallas, TX, February 28, 2010 – Marie Swift and her team of experts will fuel a special pre-conference workshop for FPA. This four-part program includes three webinars and a full afternoon of hands-on work together in Dallas. Visit www.FPAsolutions.org to register now. Early bird deadline 1/22/10.
T3 Technology Conference, San Diego, CA, February 18-20, 2010 – Marie Swift will moderate two panels on using today’s best technology and ideas to market your business at the fifth annual Technology Tools for Today Conference. Visit www.TechnologyToolsForToday.com to register for or learn more about the event.
FPA Virtual Learning Session, February 12, 2010 – Marie Swift and Christy Barron from Impact Communications will use webinar technology to get Web 2.0 and Social Media Boot Camp registered attendees ready for the live boot camp in Dallas on 2/28/10. Register for the boot camp (and 3 related webinars) at www.FPAsolutions.org.
TD Ameritrade Conference, Orlando, February 3-5, 2010 – Marie Swift will speak on How to Become a Local Celebrity and Acquire New Clients. Register at http://www.tdainstitutional.com.
IFG Annual Retreat, Atlanta, GA, January 28-31, 2010 – Marie Swift will join Chris Ranney, CEO of Iron Point Capital, to speak with advisors about creating better communications with clients. Info: www.integrated-financial-group.com.
FPA Virtual Learning Session, January 20, 2010 – Marie Swift, Chris Hall (www.advisorpod.com) and Nancy Johnson Jones (www.compliancemaze.com) will present "Using Web 2.0 and Social Media to Build your Business" for FPA. This webinar is just $25 for FPA members ($35 for non-members). Register at www.FPAnet.org.
IAFSCA tele-keynote, December 12, 2009 – Marie Swift joined Sarano Kelley, Willie Aames, Andy Heath, Tom Butch and Steve Gardner in a conversation called Pathways to Prosperity: The Willie Aames Story. Aames, Kelley, Butch and Heath shared behind-the-scenes information and observations related to the filming of Broke and Famous: The Willie Aames Story. More info: www.iafsca.com.
Financial Literacy Summits, Anaheim, CA and Washington, DC, September and November 2009 – Marie Swift will join Sarano Kelley, author of The Game: Win Your Life in 90 Days, and other VIPs from industry associations such as MDRT, GAMA, AALU, FPA, NAPFA, NAIFA, NEFE and more in two Financial Literacy Summits held this fall. Learn more about how you can Stand Up For Financial Literacy at www.iafsca.com. Follow @STAND4FL on www.Twitter.com.
ASN360 Practice Management Summit, Atlanta, GA, November 2009 – Marie Swift will present Turbo Charge Your Business Growth with PR. Get 50% if you call the conference organizers and use Marie's name. Visit www.asn360.com to get info.
FPA Annual Convention 2009, Anaheim, CA, September 2009 – Several of Impact's team members will attend this conference and host private client events. Impact will also host a booth #651 and showcase several Industry Thought Leaders in the booth and at a special Thought Leader Round Table conversation in Community Building room #206. Marie Swift will also moderate something new and exciting this year - FPA Twitter Live! with Industry Thought Leaders. View the blog and video clips at www.fpaTwitterLive.Blogspot.com. Follow @marieswift on www.Twitter.com.
Tiburon CEO Summit and Consulting Fellows Meeting, San Francisco, September 2009 – Marie Swift will attend the Tiburon Consulting Fellows meeting and the Tiburon CEO Summit. Visit www.TiburonAdvisors.com to learn more.
Garrett Planning Network 9th Annual Retreat, Kansas City, MO, August 2008 – Marie Swift will present a session on marketing. Visit www.GarrettPlanningNetwork.com to learn more.
Securities America's Annual Conference, Omaha, NB, June 3-6, 2009 – Marie Swift and Leslie Swid will attend and speak at this conference. Visit www.SecuritiesAmerica.com to learn more.
FPA Wichita, May 21, 2009 – Marie Swift will present two back-to-back presentations: Business Building Strategies: What's Working Now and The Power of PR in Your Marketing Plan. Download her presentations and watch a short video of Eva Brodzik, director of business development for the Kinder Institute of Life Planning, here: http://www.4shared.com/dir/5906224/7a9e79c5/sharing.html
July 22, 2009
Automating Your Marketing with Marie Swift (guest presenter) Special Webinar – Visit www.TechnologyToolsforToday.com
July 13, 2009
Automating Your Marketing with Marie Swift (guest presenter) Special Webinar – Visit www.TechnologyToolsforToday.com
FPA NorCal, San Francisco, CA, May 26, 2009 – Marie Swift will share best practices for reaching out to journalists and becoming trusted media resource. Visit www.norcal.org to learn more.
Lockwood University, Dallas, TX, April 30, 2009 – Marie Swift will present 3 sessions for attendees: Two on working with the media, another improving your communication skills. Visit http://www.lockwoodadvisors.com/universityto learn more.
Tiburon CEO Summit and Consulting Fellows Meeting, New York, April 14-16, 2009 – Marie Swift will attend the Tiburon Consulting Fellows meeting and portions of the Tiburon CEO Summit. Visit www.TiburonAdvisors.com to learn more.
T3 Technology Conference, Dallas, Texas, February 26-28, 2009 – Marie Swift will present a special topic focused on using today’s best technology and ideas to market your business at the fourth annual Technology Tools for Today Conference.
Visit www.virtualofficenews.com to register for or learn more about the event.
US Wealth Companies' Bi-Annual Advisor Summit, Scottsdale, AZ, November 9-12, 2008 – Marie Swift will present The Power of PR in Your Marketing Plan. The company is also booking individual coaching sessions so that attendees can sit knee-to-knee with Marie to get the advice they need on anything related to marketing and PR. Marie will also participate in the Paragon Advisor round table gathering, a special pre-conference event for members of this unique coaching program. Visit www.uswealthcompanies.com or www.theparagonadvisor.com to learn more.
4th Annual Kinder Life Planning Conference ( Above ), Concord, Mass, Oct 13-15, 2008 – Marie Swift, pictured here with a select group of attendees, led a session on how to improve overall marketing communications. She also participated in the think tank circle gathering offering insights and professional advice over the course of the event. Visit www.KinderInstitute.com to register for the 2009 event.
Sarano Kelley International, Las Vegas, Oct 26, 2008 – Marie Swift will attend the Consulting Fellows meeting and meet with the Senior Leadership Team to discuss strategic initiatives for the organization. SKI is best known for providing a unique training programs, dynamic keynote speeches and an opportunity to participate in something called "The Game." Visit www.SaranoKelley.com to learn more.
Tiburon CEO Summit and Consulting Fellows Meeting, San Francisco, Oct 12-16, 2008 – Marie Swift will attend the Tiburon Consulting Fellows meeting and portions of the Tiburon CEO Summit. Visit www.TiburonAdvisors.com to learn more.
FPA National Convention, Boston, MA, October 4-7, 2008 – Marie Swift and her team will be attending the conference, hosting hospitality suites, private meetings, book signings and discussion forums, to promote their clients' agendas. Visit FPA Annual Convention to learn more.
Garrett Planning Network 8th Annual Retreat, Kansas City, MO, July 31-August 2, 2008 – Marie Swift and Bill Swift will present a number of sessions on marketing communications, public relations and becoming a better public speaker. Visit Garrett Planning Network to learn more.
FPA Northern Cal, San Francisco, CA, July 15, 2008 – Marie Swift and will share best practices for reaching out to journalists and becoming trusted media resource. Visit FPA San Francisco to learn more.
Securities America National Conference, Boston, MA, May 31-June 3, 2008 – Marie Swift and her team will host a number of circle gatherings to discuss the value of an innovative group program she developed in partnership with Securities America called "PR Mastermind." They will also serve as experts on marketing and public relations panels. Visit Securities America to learn more.
AdvisorMax, Online Webinar, May 14, 2008 – Marie Swift will present:
WEBINAR AND LIVE COACHING SESSION
The Power of PR in Your Marketing Plan
Wed. 05/14/08, 4:00 PM – 5:00 PM EDT
Free subscription. Sign up now at www.advisormax.com.
NFL Players Association, Atlanta, GA, May 9, 2008 – Marie Swift will present a variety of practical marketing ideas and ways to penetrate this niche for the approved financial advisors in the NFL Player's Association program. Visit NFL PLayers Association to learn more.
Lockwood University, Dallas, TX, May 8, 2008 – Marie Swift will present 2 sessions for attendees: One on working with the media, another improving your communication skills.Visit Lockwood University 2008 to learn more.
Financial Advisor Summit, Las Vegas, NV, April 16-18, 2008
Join Marie Swift at The Financial Advisor Symposium Las Vegas!
Register Today for The 4th Annual Financial Advisor Symposium Las Vegas, April 16-18, 2008, at the Mandalay Bay Resort and Casino and join Marie Swift for Using Electronic Communications to Market Your Business and Get Closer to Your Clients on Thursday, April 17, 9:45 am – 10:45 am. She and a panel of other top marketing and communications consultants will help you harness the power of today’s amazing Web 2.0 technologies and create effective digital communications, while addressing the challenges financial advisors face in establishing and maintaining client relationships.
For complete details or to register call 800/970-4355 and mention priority code #010693or visit their Web site.
Marie Swift will host a panel discussion on using Web sites and other electronic mediums to improve your marketing and client communications. Experts on the panel are: Kirk Hulett, Senior Vice President of Practice Management at Securities America; Marty Baird, owner of AdvisorMarketing; Kip Gregory, owner of Gregory Group. Marie will also offer a Q&A session onmarketing and PR in the "open air" platform in the exhibit hall. Visit Financial Advisor magazine to learn more.
AdvisorMax, Online Webinar, April 22, 2008 – Marie Swift will present:
WEBINAR AND LIVE COACHING SESSION
Using the Web 2.0 to Build Rapport with Clients and Market Your Business
Mon. 04/22/08, 2:00 PM - 3:00 PM EDT
Free subscription. Sign up now at www.advisormax.com.
Media Tour with Private Clients, New York, NY, April 8-11, 2008 – Marie Swift will be in New York meeting with journalists and introducing select clients to producers and editors there.
Tiburon CEO Summit and Consulting Fellows Meeting, New York, NY, April 8-11, 2008 – Marie Swift will attend the Tiburon Consulting Fellows meeting and portions of the Tiburon CEO Summit. Visit www.TiburonAdvisors.com to learn more.
Dialogues Interprofessoinal Collaborative, Jupiter Beach, Florida, April 2-5, 2008 – Marie Swift and Leslie Swid will join an elite group of wealth managers and allied professionals for an intimate dialogue on building braintrusts for the benefit of clients with complex planning needs. Register at www.suddenmoney.com.
FocusPoint Solutions Private Training Session, Las Vegas, Nevada, January 24-25, 2008 – Marie Swift will spend an afternoon coaching a group of twenty advisors in an interactive Marketing and PR Clinic. Visitwww.focuspointsolutions.com to learn more.
Technology Tools for Today Conference, Orlando, Florida, January 10-12, 2008 – Marie Swift and Sheryl Garrett will co-present “Best Ways to Market Using the Web 2.0”. Visit www.virtualofficenews.com to register for the 2008 event. Watch a video summary of the Web 2.0 event and hear Marie speak now.
Sudden Money Training Session, Jupiter Beach, Florida, Nov 29-30, 2007 – Marie Swift and Leslie Swid will join an elite group of wealth managers and allied professionals for a private training led by founder Susan Bradley. Join the Sudden Money Institute at www.suddenmoney.com.
Investment Advisor Summit, Arlington, VA, Nov 27-28, 2007 – Marie Swift will attend this industry conference. Visit www.investmentadvisor.com/summit for details.
FPA Northern Capital Area chapter, Vienna, VA, Nov 8, 2007 – Marie Swift will speak at the Career Professional Development day. Her subject? Marketing and PR for financial advisors, of course! Visit www.fpanca.org to learn more.
Tiburon CEO Summit and Consulting Fellows Meeting, San Francisco, CA, Oct 8-10, 2007 – Marie Swift will attend the Tiburon Consulting Fellows meeting and portions of the Tiburon CEO Summit. Visit www.TiburonAdvisors.com to learn more.
3rd Annual Kinder Life Planning Conference, Estes Park, Colorado, Oct 5-8, 2007 – Marie Swift will talk about the media relations strategy for the Kinder Institute in 2008. She will also present “How to Build a Vibrant Community Using the Web 2.0” Visit www.KinderInstitute.com to register for the 2007 event.
Women and Money Conference, St. Joseph, MO, Sept 29, 2007 – Marie Swift will present “Money Smarts: How to Find a Competent Financial Advisor When You Need One.” The event is sponsored by the YWCA St Joseph and Missouri Western State University Department of Business. Visit www.ywcasj.org for details.
FPA International Conference, Seattle, Washington, September 8-11, 2007 – Marie Swift will present two sessions at the international Gathering of Financial Planning professionals. The first, on “Financial Planning and the Media,” will be offered as a breakout session on the Practice Management track. The second, on “How to Get Started with Your Marketing Plan,” will be offered on the Financial Planning Essentials track (previously called the Bridging the Gap conference within the conference). Claudia Vecchio and Leslie Swid (both from Impact Communications) will also attend the event.
Garrett Planning Network 6th Annual Retreat, Kansas City, Missouri, August 2-5, 2007 – Marie Swift will attend the entire conference, providing ad hoc coaching and advice to Garrett members and presenting one or more sessions. Learn more at www.GarrettPlanningNetwork.com.
Securities America National Conference, Salt Lake City, Utah, June 2-5, 2007 – Marie Swift will present two sessions for Securities America representatives. The first will be centered on working with the media and marketing your business. The second will explain the PR Mastermind Program, a unique publicity program available only to advisors affiliated with Securities America. Learn more at www.SecuritiesAmerica.com.
NAPFA National Conference, Chicago, Illinois, May 2-6, 2007 – Marie Swift will attend the entire conference, representing the firm’s clients and providing ad hoc advice to anyone who cares to tackle her. Learn more at www.NAPFA.org.
Financial Advisor Symposium, Las Vegas, Nevada, April 20, 2007 – Marie Swift, Brigid O’Connor, Derrik Kinney and Larry Chambers will provide insights on marketing, branding, image and PR during a panel presentation. Learn more at www.fa-mag.com/fa_symposiums.php.
Schwab Growth Forum, Dallas, Texas, February 26-27, 2007 – Marie Swift, Bill Cates, Leo Pusateri and a handful Schwab staff members will address a select group of financial advisors at this conference focused on business development. Learn more at www.schwabgrowthforum.com/dallas.
Technology Tools for Today Conference, Miami, Florida, January 18-20, 2007 – David Drucker, Marie Swift,Sheryl Garrett and Chris Hicks will present as a panel “Real Virtual Offices” at this technology focused event. Other speakers include Tracy Beckes, Bob Veres, Deena Katz, Harold Evensky and more. Register here.
AdvisorMax, Expert Forum, November 21 – December 4, 2007 – Marie Swift serve as an industry expert, hosting an online discussion for AdvisorMax subscribers on “The Power of Good Marketing and PR”. Subscribe now and join the conversation.
2nd Annual Kinder Life Planning Conference, Estes Park, Colorado, Nov 9-12, 2006 – Marie Swift received a warm welcome at this year’s Life Planning Conference. Marie helped kick off the conference by presenting in collaboration with Carol Anderson, Susan Galvan and Sheryl Garrett (a.k.a. The Lifework$ Collective) a presentation on “The Client-Centered Advisor.” She facilitated a discussion on working with the media and provided ad hoc advice on all matters related to marketing and PR throughout the 2 ½ day conference. She and Impact team member Leslie Swid led a knee-to-knee circle discussion centered on communicating your value and securing all the business you want, as the closing session for the event. Last year Bill Swift and Marie Swift coached the group on how to improve their overall marketing communications and work with the media. Visit www.KinderInstitute.com to register for the 2007 event.
FPA National Conference, Nashville, Tennessee, October 21 - 24, 2006 – Marie Swift, Karen Embry and Leslie Swid (all from Impact Communications) and dozens of Impact clients made a splash at the FPA Conference again this year. Through workshops, educational sessions, community building conversations, book signings, a general session keynote, and a number of special Meet-and-Greets, Impact clients increased their visibility while contributing to the profession and making new friends. Pictured to the right is Marie Swift with client Kevin Gahagan of Mosaic Financial Partners.
The most prominent client at this year’s event was Lee Eisenberg, best selling author of THE NUMBER. Lee not only delivered a rousing general session address but co-hosted two Community Building conversations – one with George Kinder, co-founder of the Kinder Institute of Life Planning (first photo on the left), and one with Marie Swift, president of Impact Communications (second photo on the left).
Sheryl Garrett, founder of The Garrett Planning Network, George Kinder and Susan Galvan, co-founders of the Kinder Institute of Life Planning and Norm Boone, co-creator of IPS Advisor Pro, all hosted Community Building conversation and held book signings. Alan Gappinger, founder of the Heartland Institute of Financial Education, Rick Kent, founder of Merit Retirement Advantage, and Kelly Staley of FocusPoint Solutions, also hosted conversations.
Pictured to the left is Norm Boone visiting with John Barton, also an Impact client, and Gil Weinreich, editor of Research magazine.
Financial Advisor Symposium, Chicago, Illinois, September 24-27, 2006 – Marie Swift and other industry notables were named to the Practice Lifecycle Expert’s Panel hosted by founders David Drucker and Kris Behn. Learn more about this great practice management resource at www.PracticeLifecycle.com.
NAPFA West Conference, Portland, Oregon, September 14-17, 2006 – Bob Veres, Marie Swift and Eric Hehman presented “Marketing in the Land of Giants”. Marie also hosted a Marketing and PR Roundtable Discussion. Visit www.NAPFA.orgt o learn more.
Practice Nirvana Workshop, Portland, Oregon, September 18, 2006 – Marie Swift was a special guest at this full-day workshop presented by the "Rock Stars of the Lecture Circuit" (Research magazine, Feb. 2006). Bob Veres, Tracy Beckes, David Drucker and Joel Bruckenstein, now dubbed “the Fab Four”, provided great insights and advice to the audience. Two other fall dates/locations are offered. Visit http://www.bobveres.com//nirvana to sign up!
NAPFA West Conference, Portland, Oregon, September 14-17, 2006 – Marie Swift will be speaking on Marketing and PR at this conference. Visit www.NAPFA.orgto learn more.
Garrett Planning Network's 6th Annual Retreat, Kansas City, Missouri, July 27-30, 2006 – Marie Swift and Pam Black, managing editor for Financial Planning magazine, co-presented Media Missteps, a lively PR and media training session for Garrett Members. Marie also hand selected 6 members and facilitated a high-rated Success Panel on closing day. Visit www.GarrettPlanningNetwork.com to become a member (or a sponsor).
NAPFA National Conference, Dallas, Texas, May 17-21, 2006 – Marie Swift attended NAPFA’s annual conference to visit with friends, colleagues and the media. While attending the celebration dinner at Southfork Ranch on Saturday night, she was proud to watch Sheryl Garrett, a key client since 1999, receive NAPFA’s distinguished award of service. Here she is with Susan Galvan, CEO of the Kinder Institute of Life Planning (left) and Sheryl Garrett, founder of the Garrett Planning Network (right), just before heading out to the “show-deo.” Visit www.NAPFA.orgto learn more.
Capital Analysts: Practice Management Teleconference, April 20, 2006 – Marie Swift presented one of her signature presentations: “Low-Cost (or No-Cost) Marketing Ideas Any Advisor Can Use to Build Business, Boost Referrals and Attract Ideal Clients.”
NFL-PA's Advisor Summit, Santa Monica, California, April 3-4, 2006 – Marie Swift received high marks for her Marketing and PR presentation at this “approved advisors” conference. Visit www.NFLPlayers.com to learn more.
FPA Southern California Planner Resource Day, San Diego California, November 9, 2005 – Meet Marie Swift at this regional conference. David Drucker, Joel Bruckernstien, Bob Veres and Tracy Beckes speak on how you can live in "Practice Nirvana."
FPA National Conference, San Diego, September 2005 – Pictured to the right are Sheryl Garrett, Marie Swift and Deb Neiman signing books.
Kinder Institute Life Planning Conference, Estes Park Colorado, October 2005 – Join George Kinder, Susan Galvan and other life planning leaders for the first-ever life planning conference. Marie and Bill Swift will lead an afternoon session on the challenges and opportunities building a life-centered financial planning business. Visit www.KinderInstitute.com to learn more.
FPA National Convention, San Diego California, September 16, 2005 – Marie Swift and Thomas Kostigen, a long-time journalist currently writing for Dow Jones MarketWatch, are teaming to promote Trade 4 Good! Month. The financial community is invited to support this philanthropic endeavor. Visit www.Trade4Good.com to learn how you can help eliminate extreme hunger and poverty or join Swift and Kostigen at a special Connections Lounge in San Diego.
The Garrett Planning Network’s Fifth Annual Retreat, August 2005 – Join Marie Swift, Sheryl Garrett, Sarah Teslik, Bernie Keily, Mitch Anthony and more in Kansas City. Open to members of The Garrett Planning Network only. Visit www.GarrettPlanningNetwork.com to learn more.
NAPFA National Convention, Tampa Florida, May 2005 – Marie Swift attended the annual NAPFA convention. “It’s one of the best places to connect with the industry’s leading thinkers,” she says.
Marketing Muscle for Financial Advisors: Pump it Up and Watch Your Business Soar, FPA Planners Resource Day, October 2004 – Marie Swift, Roger Ibbotson and a local economist addressed over 200 advisors attending the annual FPA Planners Resource Day in Orange County, California. A book signing and meet-n-greet followed Marie's luncheon speech. View event flyer.
FPA National Convention, Denver, September 2004 – Sheryl Garrett and Marie Swift did a book signing in the Borders Book Store onsite at the conference. Marie wrote the marketing chapter and contributed to “Garrett’s Guide to Financial Planning: How to Capture the Middle Market and Increase your Profit.” “Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Questions” by Sheryl Garrett with Marie Swift and The Garrett Planning Network is the second book on which Marie served as project manager, writing partner and publicist.
FPA National Convention, Denver, September 2004 – Marie Swift co-hosted a conversation with CFP® Brent Hicks on “How to Build a Profitable Fee-Based Business” at this year’s FPA Knowledge Café. Swift also participated in Knowledge Café conversations hosted by Sheryl Garrett, CFP®, and The Garrett Planning Network. The topic: serving the middle market and the do-it-yourself client based on Garrett's model of hourly, as-needed advice.
Book Expo America, Chicago, June 2004 – Sheryl Garrett and Marie Swift kicked off the media tour for the new book “Just Give Me the Answer$: Expert Advisors Address your Most Pressing Financial Questions” by attending the biggest annual event for writers and publishers. Book signings, radio appearances and private meetings with the publisher’s marketing team rounded out the trip.
The Results are In, FPA Success Forum 2003 – 92.1% of the advisors who attended sessions that Marie Swift led (Marketing Muscle Workshop) or participated in (Outsource Solutions Panel) said that she should be invited back. Request more information on having Marie speak at your event.
NAPFA National Convention, Toronto Canada, May 2004 – Marie Swift attended the annual NAPFA convention and special press conference. “NAPFA’s track record of success is impressive and their conferences are always good,” says Swift.
GPN’s Fourth Annual Retreat, August2004 – Marie Swift gave a keynote presentation and led several breakout sessions related to improving the marketing communications and public relations skills of advisors at the fourth annual GPN “Pathways to Success Retreat.” Other featured speakers included George Kinder, Norm Boone, Linda Lubitz and Kip Gregory. Swift has played an integral role in developing the brand and creating consumer and industry awareness for the network since its inception in 2000.
Kinder Institute of Life Planning, January 2004 – George Kinder and Susan Galvan of the Kinder Institute of Life Planning met with Marie Swift and retained Impact Communications to develop and implement a national public relations strategy. After attending the Seven Stages of Money Maturity workshop, Swift was so impressed with the curriculum that she recommends all advisors take the Kinder courses.
FPA Success Forum, Philadelphia, November 2003 – Marie Swift co-hosted a conversation with CFP Brent Hicks on "The Shift to Fees: Myths, Truths and Realities" at this year’s FPA Knowledge Café. The live, one hour conversation expanded upon the thoughts published in the article "The Shift to Fee-Only" (Financial Planning magazine, October 2003). About 50 interested financial planners attended. Swift also participated in Knowledge Cafe' conversations hosted by Sheryl Garrett, CFP®, and The Garrett Planning Network. The topic: how to create a profitable fee-only business via untapped markets using hourly, as-needed financial planning and advice.
FPA Success Forum, Philadelphia, November 2003 – Marie Swift delivered a 90-minute "Marketing Muscle Workshop" on the Business Solutions Track at the national conference. The session was very well received, as proven by newly tendered invitations to speak in Hong Kong, Canada and other US locations. Swift also participated on a panel of experts that included Cindy Conger, CFP®, Roron Wiseneski and Carol Grosvenor, CFP. The topic: “Outsource Solutions." Order one of both of the audio tapes.
FPA Success Forum, Philadelphia, November 2003 – Sheryl Garrett and Marie Swift did a book signing in the Borders Book Store onsite at the conference. Marie wrote the marketing chapter and contributed to Sheryl’s book, “Garrett’s Guide to Financial Planning:How to Capture the Middle Market and Increase your Profits.”
Pathways to Success, Kansas City, August 2003 – Marie Swift hosted multiple sessions on how planners can improve their marketing communications and public relations results. This is the third year in a row that Marie has played a key role in The Garrett Planning Network'sannual retreat.
Wow! Meeting 2003, Portland, Oregon, January 2003 – FocusPoint Solutions hosted an all-day practice management meeting for affiliated planners. Marie Swift presented a “Marketing Fundamentals Workshop.” She also played a key role in the annual executive summit and strategy meeting.
DaVinci Strategic Advisors, July 2003 – Denisa Tova, ChFC, president of DaVinci Strategic Advisors, has retained Impact Communications to develop a corporate identity and local marketing strategy for her newly established firm.
Michigan Association of CPAs, Detroit, Michigan, November 2002 – “Marketing your Personal Financial Planning Services” was the title of the featured opening session at this all-day regional conference. The general session was followed by a “Marketing Fundamentals Workshop.” Marie Swift delivered both sessions to what the meeting planners said was a most enthusiastic crowd.
FocusPoint Solutions, August 2002 – Brent Hicks, CFP, and his executive team met with Marie Swift in Portland, Oregon, to develop a national marketing and public relations strategy for FocusPointSolutions. Impact Communications was retained to develop the
brand and implement an industry-wide visibility campaign.
Pathways to Success, Kansas City, August 2002 – Marie Swift hosted multiple sessions on how planners can improve their marketing communications and public relations results. This is the second year that Marie has played a key role in The Garrett Planning Network's annual retreat.
Marketing Communications and Public Relations classes, Kansas City, 2000 to date – Marie Swift has delivered dozens of training classes and personalized coaching sessions to hundreds of financial planners through The Garrett Planning Network, Inc.She also mans the related discussion boards on the GPN Intranet and hosts monthly Marketing Matters and Marketing Fundamentals teleconferences for the Garrett Members.
The Garrett Planning Network, June 1999 – Sheryl Garrett, CFP, and Marie Swift agreed to a strategic alliance. Swift will play an integral role in developing the brand and creating consumer and industry awareness for The Garrett Planning Network. In addition, Swift was retained as the Marketing Communications Coach; advisors who join the network will receive media training and marketing advice from Swift.
