Impact Communications is frequently in the news. In addition, our chief executive, Marie Swift is a contributor to or guest columnist for a number of industry publications. You will find her bylined articles summarized within the news archive below.
If you are looking for a particular topic, person or publication, use the search bar above (in the banner area) to narrow your search.
Here are a smattering of our recent favorites. Use the year-by-year navigational drop down menu to see all of 2020 as well as years prior.
Financial Planning magazine - May 8, 2020
You’ve been working on establishing your independent advisory firm for a while now. The veil is lifting and you must soon tell your clients about your transition. Especially right now, it’s crucial to engender confidence and trust in your clients even if you’ve been building relationships with them for some time. Marie Swift, founder and CEO of Impact Communications, offers three tips based on helping numerous breakaway brokers launch their independent RIA firms. Read 3 Things to Tell Your Clients When Going Independent.
Advisor Perspectives - April 29, 2020
Given the enormous challenges we face today, our clients, staff, family and friends need calm and confident professionals in their lives. People are concerned not just about their savings and investments, but also their livelihoods and health due to the coronavirus pandemic. How can you, as a leader in a profession that provides professional financial planning and money management services, reassure your team and your clients? In this article, Marie Swift, founder and CEO of Impact Communications, offers thoughts and resources. Read Filling the Leadership Gap in the Advisory Profession.
LeadHER Blog - April 2020
To many progressive advisors and industry thought leaders, social media is essential in terms of digital marketing and online presence. On the flip side, many advisors are still, when it comes to social media, confused about what to do and how to do it. In this article – and the upcoming webinar that Impact founder and CEO Marie Swift will be presenting on May 13 for Women In Insurance & Financial Services, Marie will try to convince you that social media is important for boosting your online presence. She'll also try to help you clarify your thinking and determine a good social media strategy. Read the article and/or sign up for the WIFS webinar here.
Inside Information - March 2020
Publisher/editor Bob Veres urges Inside Information readers to "take market share away from the sales agents, brokers and touts who masquerade as financial advisors and in many cases do more harm than good in our financial landscape. This is the time when their lack of professionalism—and often lack of empathy—is fully exposed. The more of their clients become your clients, the better off the world is by any important measure." Veres uses the entire issue to shine the spotlight on Impact Communications and other marketing firms that serve independent financial advisory firms. Read Marketing for Hire by clicking here.
RIAIntel - January 20, 2020
Competition is increasing for consumers' attention. This article written by Alli Romano provides information and ideas for what advisors can do. Marie Swift of Impact Communications and David Edwards of Heron Wealth (a long-time Impact client) share insights and advice in Should RIAs Build a War Chest for the Digital Ad Arms Race?
Barron's - December 18, 2019
Steve Garmhausen interviewed Marie Swift and a who's who list of financial services executives and financial advisors to find out what's happening when it comes to endorsements of all types -- including celebrity endorsements and client testimonials. It may sound far-fetched right now, but as the SEC overhauls its advertising rules for the first time since 1961, the financial advisor world is abuzz over how much might be permitted. Advisors have been limited as marketing and advertising have shifted from traditional media. “There has been a profound shift to online – social media, Google ads, pay-per-click on social media, organic content on social media as well as what you pay for,” says Marie Swift, chief executive of Impact Communications. Read: For Financial Advisor Ads, A New Frontier.
Financial Planning magazine – August 2019
This article discusses the pros and cons of using celebrities as spokespersons for a wealth management brand. Find out what Marie Swift, CEO of Impact Communications, and other industry professionals have to say about the risks and rewards. Read Star power? Athletes and Actors Join Fintechs as A-list Investors.
TD Ameritrade’s Independent Advisor magazine – August 2019
Strong branding builds trust and can attract new clients. “Brand” is more than a buzz word and it is important for financial advisors to understand all the components. Marie Swift of Impact Communications provides advice and gives an example of an advisory firm that has used strong positioning and a keen focus on their niche market to build a brand that really works. Read What’s In a Brand? now.
Executive Roundtable Journal - June 12, 2019
Marie Swift serves as the managing editor for this new quarterly journal produced specifically for board members and executives in the financial services industry. This issue is dedicated to transformative change and good governance. To view the second issue in its entirety, click here.
Financial Planning magazine – June 2019
Now that the SEC has passed Reg BI, brokers will be able to market themselves as serving their clients' best interest — an entitlement previously reserved for RIAs. In a special webinar, Marie Swift of Impact Communications, Knut Rostad of the Institute for the Fiduciary Standard, and Allan Slider of FeeOnlyNetwork, provided thoughts on how RIAs can stand out. Ann Marsh, a reporter for Financial Planning magazine, sat in and subsequently published this article: 7 Ways RIAs can beat Brokers in a Reg BI World.
Dimensional SoCal Super Summit – June 2019
Marie Swift led a 90-minute marketing workshop for Dimensional Fund Advisors (DFA) on June 27th. Throughout the interactive experience (Marketing that Works for Advisors Today), she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with key members from DFA, drew the audience out and elicited the wisdom in the room. Learn more about Dimensional Fund Advisors here.
T3TechnologyHub – May 21, 2019
In this article, author Marie Swift says she’s lost track of the number of Tiburon CEO Summits she’s attended, but a quick mental check puts her attending at least a dozen and maybe more. What goes on behind closed doors (and even in the hallways) at the Tiburon CEO Summits is not revealed to the general public – and for good reason. Click to read this sanctioned summary: Technology Insights from the Tiburon CEO Summit.
FinTekNews - May 20, 2019
Held twice a year for the past 18 years, the Tiburon CEO Summit has become one of the most sought-after tickets in the world of finance. The Impact Communications’ team was there to help with onsite logistics, video capture and handle public relations. Click to read this sanctioned summary: Industry Titans Gathered In NYC In April For The 36th Tiburon CEO Summit To Talk Tech & Finserve Trends.
Marketing Playbook webinar #1 – April 2019
Marie Swift kicked off a series of webinars sponsored by NAPFA with her signature presentation “Marketing that Works for Advisors Today” in which she spoke about: Standing out in a noisy, digital world; Creating a marketing plan that works for you; What does and doesn’t work for other successful advisors. The webinar series features tips to wow your clients, out-run your competition and win the client acquisition game. Learn more about all six sessions here: NAPFA Marketing Playbook series.
Virtual Press Conference – March 2019
Professional journalists, who were invited by Impact Communications to attend, joined a group of investor advocates and fiduciary advisor groups for a virtual press conference on March 6, 2019. This important press briefing brought leading fiduciary voices and investor advocates together to discuss how investors must “show their swagger” and protect themselves. Click to access the recording of this 1-hour Virtual Press Conference: Fiduciary Groups to Investors - Show Us Your Swagger.
Consumer Awareness Campaign – February 2019
Impact Communications worked with the Institute for the Fiduciary Standard to set up a new website and consumer awareness campaign centered what it means to be a fiduciary -- to work with an advisor who is truly on your side. Learn more about the #AdvisorOnMySide initiative at www.AdvisorOnMySide.org.
ThinkAdvisor.com - January 03, 2019
Finance marketing pros tell ThinkAdvisor what they think of recent ads from Wells Fargo, Schwab, Fisher and others. Read the article, TV Ads in Financial Services: What Works, What Doesn't, where Marie Swift discusses why authenticity works.
AICPA Personal Financial Planning Summit – January 2019
Marie Swift led a 90-minute marketing workshop for the AICPA on January 8th. Throughout the interactive experience she not only shared what she has learned working in the trenches with independent financial advisors for 20+ years but she, along with conference-wise-woman and television personality Jill Schlesinger drew the audience out and elicted the wisdom in the room. Click here to access a related 15-minute podcast and learn more about the AICPA retreat for Personal Financial Planners.
Click to expand box for links to previous years news summaries