Marie Swift – President & CEO
Marie Swift is President and CEO of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors and allied institutions. Impact Communications works solely within the financial services industry. The firm has two service lines – one for highly successful independent advisors and one for the institutions that support independent advisors.
Marie is known for bringing good ideas to financial advisors through her speeches, workshops, boot camps, webinars, podcasts, videos, and written works. A thought leader for thought leaders, she is known for bringing some of the industry's best and brightest voices together for dialog and debate.
Her Best Practices in the Financial Services Industry blog, which can be found at www.MarieSwift.com, provides insights and advice for financial advisors and the institutions that serve them. Her Swift Chat video interview series took shape in 2020 and became a podcast in 2021. In 2020, she became the host of NAPFA's Mindset Mastery podcast series. She has served as mastermind and emcee for NAPFA's Playbook practice management virtual training series since 2019.
Over the past twenty years, Marie’s articles and expert comments have been published by Forbes.com, MarketWatch.com, Barron’s, Wall Street Journal, Executive Roundtable Journal, NAPFA Advisor magazine, MorningstarAdvisor.com, Horsesmouth.com, Financial Planning magazine, Financial Advisor magazine, On Wall Street magazine, Research magazine, RIABiz.com, RIA Intel, Advisor Perspectives and ThinkAdvisor.com. She is currently serving as the Managing Editor for and is a frequent contributor to the Executive Roundtable Journal.
In 2021, Marie was named to the ThinkAdvisor Luminaries, Class of 2021. In addition, the work that Marie and her firm did in partnership with Allianz and their Advisory Solutions division -- the Conversations That Matter project -- was recognized by WealthManagement.com's "Wealthies" judges in the 2021 competition. The Conversations That Matter project also won two additional awards in 2021: an Award of Excellence in the AIVA Communicator Awards and a Grand Award in the APEX 2021 Publication Excellence competition.
Marie is always tinkering with marketing formulas and bringing fresh innovative ideas to the financial services industry:
In 2018, she created and brought to life a first-of-its-kind experiential training course designed to catapult advisors to a new level of celebrity status and clout. The first-ever Advisor Thought Leader Summit held November 9 and 10, 2018 at the University of Chicago Gleacher Center was a great success. The second Advisor Thought Leader Summit, which took place August 12 and 13, 2019 at Rockhurst University in Kansas City, received rave reviews. Due to coronavirus concerns, the Advisor Thought Leader Summit was canceled in 2020 and 2021, but plans are underway to reignite the event. Details at www.AdvisorThoughtLeaderSummit.com.
For the past several years, Marie and her team have partnered with Morningstar to produce the Social/Digital Hub, an experiential learning center for those who attend Morningstar's annual US investment conference. Earlier innovations included Twitter Live with FPA Thought Leaders; Social Media Boot Camps for FPA and NAPFA; PR Mastermind programs developed for Securities America, Cetera, and Loring Ward; interactive coaching stations at TD Ameritrade conferences; and experiential video and/or podcast stations at Morningstar, ACP, T3 and Loring Ward conferences.
PR, social media, digital presence, selling skills, and all forms of marketing and professional communications are her key areas of expertise:
She has spoken at major industry conferences such as IAA, FPA and NAPFA events, and other conferences hosted by allied institutions such as the AICPA PFS Retreat, Alliance of Comprehensive Planners (ACP), Barron's Top Women Advisors, Dimensional Fund Advisors, Fidelity IWS, TD Ameritrade Institutional, Schwab Advisor Services, Pershing Advisor Services, Transamerica Financial Services, Cetera Financial Network, Securities America, Investacorp, Garrett Planning Network, Kinder Institute, Morningstar, T3, Insider's Forum, Sourcemedia's Women Advisors Summit, Investment News' Women Advisor Days and more.
Prior to establishing her own marketing communications firm in 1993, Marie served as Director of Corporate Communications for Worldwide Investment Network in Irvine, California, where she helped FNIC’s then #1 Top Producer attain and maintain that title for five consecutive years. She managed a staff of twenty that supported two-dozen successful registered representatives, estate planners and wealth managers.
A former caterer and gourmet cook, Marie studied the culinary arts while living in Colorado. She enjoys fine dining and rustic meals, family outings, traveling to new places, and long walks with her husband and kids in beautiful Leawood, Kansas. Becoming a first-time grandma was a 2020 pandemic blessing.
Executive Assistant to Marie Swift:
DoriThomas@ImpactCommunications.org
Marie is known for bringing good ideas to financial advisors through her speeches, workshops, boot camps, webinars, podcasts, videos, and written works. A thought leader for thought leaders, she is known for bringing some of the industry's best and brightest voices together for dialog and debate.
Her Best Practices in the Financial Services Industry blog, which can be found at www.MarieSwift.com, provides insights and advice for financial advisors and the institutions that serve them. Her Swift Chat video interview series took shape in 2020 and became a podcast in 2021. In 2020, she became the host of NAPFA's Mindset Mastery podcast series. She has served as mastermind and emcee for NAPFA's Playbook practice management virtual training series since 2019.
Over the past twenty years, Marie’s articles and expert comments have been published by Forbes.com, MarketWatch.com, Barron’s, Wall Street Journal, Executive Roundtable Journal, NAPFA Advisor magazine, MorningstarAdvisor.com, Horsesmouth.com, Financial Planning magazine, Financial Advisor magazine, On Wall Street magazine, Research magazine, RIABiz.com, RIA Intel, Advisor Perspectives and ThinkAdvisor.com. She is currently serving as the Managing Editor for and is a frequent contributor to the Executive Roundtable Journal.
In 2021, Marie was named to the ThinkAdvisor Luminaries, Class of 2021. In addition, the work that Marie and her firm did in partnership with Allianz and their Advisory Solutions division -- the Conversations That Matter project -- was recognized by WealthManagement.com's "Wealthies" judges in the 2021 competition. The Conversations That Matter project also won two additional awards in 2021: an Award of Excellence in the AIVA Communicator Awards and a Grand Award in the APEX 2021 Publication Excellence competition.
Marie is always tinkering with marketing formulas and bringing fresh innovative ideas to the financial services industry:
In 2018, she created and brought to life a first-of-its-kind experiential training course designed to catapult advisors to a new level of celebrity status and clout. The first-ever Advisor Thought Leader Summit held November 9 and 10, 2018 at the University of Chicago Gleacher Center was a great success. The second Advisor Thought Leader Summit, which took place August 12 and 13, 2019 at Rockhurst University in Kansas City, received rave reviews. Due to coronavirus concerns, the Advisor Thought Leader Summit was canceled in 2020 and 2021, but plans are underway to reignite the event. Details at www.AdvisorThoughtLeaderSummit.com.
For the past several years, Marie and her team have partnered with Morningstar to produce the Social/Digital Hub, an experiential learning center for those who attend Morningstar's annual US investment conference. Earlier innovations included Twitter Live with FPA Thought Leaders; Social Media Boot Camps for FPA and NAPFA; PR Mastermind programs developed for Securities America, Cetera, and Loring Ward; interactive coaching stations at TD Ameritrade conferences; and experiential video and/or podcast stations at Morningstar, ACP, T3 and Loring Ward conferences.
PR, social media, digital presence, selling skills, and all forms of marketing and professional communications are her key areas of expertise:
She has spoken at major industry conferences such as IAA, FPA and NAPFA events, and other conferences hosted by allied institutions such as the AICPA PFS Retreat, Alliance of Comprehensive Planners (ACP), Barron's Top Women Advisors, Dimensional Fund Advisors, Fidelity IWS, TD Ameritrade Institutional, Schwab Advisor Services, Pershing Advisor Services, Transamerica Financial Services, Cetera Financial Network, Securities America, Investacorp, Garrett Planning Network, Kinder Institute, Morningstar, T3, Insider's Forum, Sourcemedia's Women Advisors Summit, Investment News' Women Advisor Days and more.
Prior to establishing her own marketing communications firm in 1993, Marie served as Director of Corporate Communications for Worldwide Investment Network in Irvine, California, where she helped FNIC’s then #1 Top Producer attain and maintain that title for five consecutive years. She managed a staff of twenty that supported two-dozen successful registered representatives, estate planners and wealth managers.
A former caterer and gourmet cook, Marie studied the culinary arts while living in Colorado. She enjoys fine dining and rustic meals, family outings, traveling to new places, and long walks with her husband and kids in beautiful Leawood, Kansas. Becoming a first-time grandma was a 2020 pandemic blessing.
Executive Assistant to Marie Swift:
DoriThomas@ImpactCommunications.org
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