Need A Speaker?
Consider these industry experts.
A special note from Marie Swift …
This list contains some of the best speakers and brightest minds in the industry. Whether you are looking for a panelist, a workshop leader or a keynote speaker, you’ll find the right resources here.
All of these resources have been vetted by me. Call them up, strike your own deal. Just do me a favor and say... “Marie Swift sent me.”
A special note from Marie Swift …
This list contains some of the best speakers and brightest minds in the industry. Whether you are looking for a panelist, a workshop leader or a keynote speaker, you’ll find the right resources here.
All of these resources have been vetted by me. Call them up, strike your own deal. Just do me a favor and say... “Marie Swift sent me.”
From United Planner's National Conference 2014
"Thank you so much for giving such a great presentation at our Annual Partner's Meeting in Scottsdale last week. It was really appreciated. You are so poised and such a natural in front of everyone. All I can say is 'wow' - great job!"
Jeannette Vernia, Sr. Vice President at United Planners Financial Services
www.UnitedPlanners.com
________________________________________________________________________________________
Speaker Evaluation for FPA NorCal 2009 On a scale of to 5, with 5 being the highest, the audience gave Marie Swift a 4.89 rating for "effectiveness of speaker" and a 4.72 rating for "presentation skills."
FPA NorCal audiences are known to be some of the most sophisticated planners and toughest critics in the industry.
From the evaluation forms:
SPEAKER RESOURCE LIST
David Drucker, CFP®, MBA
Drucker Knowledge Systems
www.daviddrucker.com
Flies in from Albuquerque, NM
Widely respected practice management guru and speaker. Co-creator of the Practice Nirvana workshop. Profiled in Morningstar Advisor and Research magazine.
Author:
Editor:
Columnist:
Topics:
Marion Asnes, Editor in Chief, Financial Planning magazine
www.financial-planning.com
Flies in from New York, NY
Works closely with the NFL Player’s Association to bring programs to the players, coaches, staff and directors. A popular speaker at industry conferences. Long-time journalist with years of experience at consumer publications before taking the helm at Financial Planning magazine.
Topics:
Kirk Hulett, MBA, Senior Vice President, Strategy and Practice Management
Securities America, Inc./Securities America Advisors
www.securitiesamerica.com
Kirk is a columnist for Solutions magazine. He also writes for Advisor Today, Practice Lifecycle and Horsesmouth. He is part of a team that developed the Jumpstart Marketing Program for Securities America and is a regular speaker at FPA and other industry events. He is the author of Hiring to Grow: A Practical Workbook.
Paul Lofties, CFP®, ChFC, First Vice President, Wealth Management Services
Securities America, Inc./Securities America Advisors
www.securitiesamerica.com
Paul and Kirk were a part of the team created the “NextPhase™ toolkit – including the New ROI Profile, the Imagine workbook and turnkey seminar marketing program for their affiliated advisors. Paul’s work has been featured in Research and Boomer Market Advisor magazines.
Together, they created www.AdvisorPod.com, a fantastic new resource for advisors.
Hulett and Lofties fly in from Omaha, NE
Topics:
George Kinder, CFP®
Founder, Kinder Institute of Life Planning
www.kinderinstitute.com
Flies in from Boston, MA or Hawaii
Author: Seven Stages of Money Maturity and Lighting the Torch
Widely considered the father of the growing international life planning movement. Published in Journal of Financial Planning and other trade magazines. Success profiles too numerous to mention.
Topics:
Deborah Fox, CFP®
Founder, Fox College Funding
www.foxcollegefunding.com
Flies in from San Diego, CA
Popular speaker. Winner of CPA Wealth Manager magazine’s “Best Financial Advisor” award, January 2008. Published in Financial Planning magazine, profiled in Research magazine, quoted widely in the consumer and industry press.
Topics:
Ed Jacobson, Ph.D.
Edward A. Jacobson Associates
www.edwardjacobson.com
Flies in from Madison, WI
Profiled in Research magazine.Published articles in several industry trade magazines. Popular speaker and coach.Well known within FPA and NAPFA organizations.
Author:
Appreciative Moments: Stories and Practices for Living and Working Appreciatively
Topics:
Charles ("Chip") Roame
Managing Principal, Tiburon Strategic Advisors
www.TiburonAdvisors.com
Flies from San Francisco
Popular speaker at industry conferences, commands a sizable honorarium. Produces numerous studies and reports on the state of the financial services industry and best practices for advisors.
Topics:
Mitch Vigeveno
President, Turning Point Inc. (Industry Recruiters/Executive Search Firm)
www.goingindependent.com / www.tpisearch.com
Flies from Miami, FL
Published in Morningstar Advisor and other trade publications. Member of the consulting Fellows Program, Tiburon Strategic Advisors. Board Member, Wealth Advisors Institute.
Topics:
Julie Littlechild
President, AdvisorImpact!
www.AdvisorImpact.com
Flies from Toronto or London
Popular speaker at industry conferences. Unique insights on what drives client satisfaction and building value in an advisory practice. Author of numerous articles and studies that help advisors build better businesses.
Topics:
Sheryl Garrett, CFP®
Founder, The Garrett Planning Network, Inc.
www.garrettplanningnetwork.com
Flies from Kansas City, MO
Author of multiple books including:
Personal Finance Workbook For Dummies®
Money without Matrimony
Garrett’s Guide to Financial Planning
Just Give Me the Answers$: Expert Advisors Address Your Most Pressing Financial Questions
Long-time industry thought-leader and advocate for the underserved middle market. Leader within FPA and NAPFA for many years. Leads an international organization of fee-only financial professionals dedicated to serving people from all walks of life on an hourly, as-needed basis.
Topics:
Gail MarksJarvis
Award Winning Columnist, The Chicaco Tribune
www.gailmarksjarvis.com
Flies from Chicago, IL
Author:
How to Save for Retirement without Living Like a Pauper or Winning the Lottery
A national best-seller, Gail's book has earned recommendations such as: Oprah's "suggested" list, Kiplinger's "Five Great Money Books for Young Adults," Bankrate.com's choice "For 20 and 30 year olds" and MSN Money's "Eight Great Books About Money."
Topics:
Bill Swift
Co-founder, Impact Communications, Inc.
www.ImpactCommunications.org
Flies from Kansas City, MO
Long-time executive consultant and trainer. Coaches advisors on how to be better business people, build a thriving practice and connect with clients.
Editor and project manager:
Just Give Me the Answers$: Expert Advisors Address Your Most Pressing Financial Questions.
Topics:
Marie Swift
Co-founder, Impact Communications, Inc.
www.ImpactCommunications.org
Flies from Kansas City, MO
Long-time executive consultant and trainer. Coaches advisors on how to build credibility, position themselves, build share of mind, establish and work a niche, and become more profitable. Fellows Program, Tiburon Strategic Advisors.
Co-author:
Just Give Me the Answers$: Expert Advisors Address Your Most Pressing Financial Questions
Contributor:
Garrett’s Guide to Financial Planning
Columnist:
Topics:
Download Marie Swift's Speaker Package Here
"Thank you so much for giving such a great presentation at our Annual Partner's Meeting in Scottsdale last week. It was really appreciated. You are so poised and such a natural in front of everyone. All I can say is 'wow' - great job!"
Jeannette Vernia, Sr. Vice President at United Planners Financial Services
www.UnitedPlanners.com
________________________________________________________________________________________
Speaker Evaluation for FPA NorCal 2009 On a scale of to 5, with 5 being the highest, the audience gave Marie Swift a 4.89 rating for "effectiveness of speaker" and a 4.72 rating for "presentation skills."
FPA NorCal audiences are known to be some of the most sophisticated planners and toughest critics in the industry.
From the evaluation forms:
- "Marie is a fantastic presenter"
- "Timely, effective tools to use PR in my practice"
- "Good websites and resources"
- "Open to audience participation. The time flew by"
- "Great examples. Put PR in context with practical tips and advice"
- "Great encouragement and audience participation"
- "More time would have been much appreciated. Have Marie do a half-day workshop with an extra fee next year"
SPEAKER RESOURCE LIST
David Drucker, CFP®, MBA
Drucker Knowledge Systems
www.daviddrucker.com
Flies in from Albuquerque, NM
Widely respected practice management guru and speaker. Co-creator of the Practice Nirvana workshop. Profiled in Morningstar Advisor and Research magazine.
Author:
- Tools & Techniques of Practice Management
- Virual Office Tools for a High Margin Practice
- The One Thing ... You Need To Do
Editor:
- T3: The Newsletter
- Producer: T3: The Conference
Columnist:
- Research
- Morningstar Advisor
- Financial Advisor
- and more
Topics:
- Issues in Boomer Planning
- Trends in Technology for Advisors
- Virtual Office Solutions
- Easy Marketing through Better Writing
- Achieving Practice Nirvana
- Practice Management Mistakes to Avoid
Marion Asnes, Editor in Chief, Financial Planning magazine
www.financial-planning.com
Flies in from New York, NY
Works closely with the NFL Player’s Association to bring programs to the players, coaches, staff and directors. A popular speaker at industry conferences. Long-time journalist with years of experience at consumer publications before taking the helm at Financial Planning magazine.
Topics:
- Trends in the Industry
- What Consumers Want
- Working with the Suddenly Affluent
- Black Swan Events
- Women In The Industry
Kirk Hulett, MBA, Senior Vice President, Strategy and Practice Management
Securities America, Inc./Securities America Advisors
www.securitiesamerica.com
Kirk is a columnist for Solutions magazine. He also writes for Advisor Today, Practice Lifecycle and Horsesmouth. He is part of a team that developed the Jumpstart Marketing Program for Securities America and is a regular speaker at FPA and other industry events. He is the author of Hiring to Grow: A Practical Workbook.
Paul Lofties, CFP®, ChFC, First Vice President, Wealth Management Services
Securities America, Inc./Securities America Advisors
www.securitiesamerica.com
Paul and Kirk were a part of the team created the “NextPhase™ toolkit – including the New ROI Profile, the Imagine workbook and turnkey seminar marketing program for their affiliated advisors. Paul’s work has been featured in Research and Boomer Market Advisor magazines.
Together, they created www.AdvisorPod.com, a fantastic new resource for advisors.
Hulett and Lofties fly in from Omaha, NE
Topics:
- Hiring and Managing Staff
- Wealth Management
- Client Acquisition Strategies
- Marketing and PR
- Secrets of Million Dollar Advisors
- Growth Through Acquisition
- Running A More Efficieint Business
George Kinder, CFP®
Founder, Kinder Institute of Life Planning
www.kinderinstitute.com
Flies in from Boston, MA or Hawaii
Author: Seven Stages of Money Maturity and Lighting the Torch
Widely considered the father of the growing international life planning movement. Published in Journal of Financial Planning and other trade magazines. Success profiles too numerous to mention.
Topics:
- The Future of Financial Planning
- Trends in the Industry
- Increasing Emotional Intelligence, Connecting with Clients
- Life Planning and the Coming Revolution
Deborah Fox, CFP®
Founder, Fox College Funding
www.foxcollegefunding.com
Flies in from San Diego, CA
Popular speaker. Winner of CPA Wealth Manager magazine’s “Best Financial Advisor” award, January 2008. Published in Financial Planning magazine, profiled in Research magazine, quoted widely in the consumer and industry press.
Topics:
- Late Stage College Funding Strategies for Affluent Families
- Client Acquisition Strategies
- Working Effectively with CPAs and Attorneys
Ed Jacobson, Ph.D.
Edward A. Jacobson Associates
www.edwardjacobson.com
Flies in from Madison, WI
Profiled in Research magazine.Published articles in several industry trade magazines. Popular speaker and coach.Well known within FPA and NAPFA organizations.
Author:
Appreciative Moments: Stories and Practices for Living and Working Appreciatively
Topics:
- Appreciative Inquiry
- Appreciative Estate Planning
- Appreciative Financial Planning
- Connecting with Clients, Creating Bonds
- Surviving and Thriving Through Tough Times
Charles ("Chip") Roame
Managing Principal, Tiburon Strategic Advisors
www.TiburonAdvisors.com
Flies from San Francisco
Popular speaker at industry conferences, commands a sizable honorarium. Produces numerous studies and reports on the state of the financial services industry and best practices for advisors.
Topics:
- Industry Trends
- Hiring, Recruiting and Retention Strategies
- Marketing and Client Acquisition Strategies
- Business Acquisition and Succession Strategies
- Building Value / Creating the Optimum Exit Strategy
Mitch Vigeveno
President, Turning Point Inc. (Industry Recruiters/Executive Search Firm)
www.goingindependent.com / www.tpisearch.com
Flies from Miami, FL
Published in Morningstar Advisor and other trade publications. Member of the consulting Fellows Program, Tiburon Strategic Advisors. Board Member, Wealth Advisors Institute.
Topics:
- Industry Trends
- Hiring and Recruiting Strategies
- Marketing and Client Acquisition Strategies
- What Advisors Want / What the Best B/Ds Offer
Julie Littlechild
President, AdvisorImpact!
www.AdvisorImpact.com
Flies from Toronto or London
Popular speaker at industry conferences. Unique insights on what drives client satisfaction and building value in an advisory practice. Author of numerous articles and studies that help advisors build better businesses.
Topics:
- Industry Trends
- Factors in Creating Client Loyalty
- Business Acquisition / M & A
- Building Value / Creating the Optimum Business
- The Economics of Loyalty
Sheryl Garrett, CFP®
Founder, The Garrett Planning Network, Inc.
www.garrettplanningnetwork.com
Flies from Kansas City, MO
Author of multiple books including:
Personal Finance Workbook For Dummies®
Money without Matrimony
Garrett’s Guide to Financial Planning
Just Give Me the Answers$: Expert Advisors Address Your Most Pressing Financial Questions
Long-time industry thought-leader and advocate for the underserved middle market. Leader within FPA and NAPFA for many years. Leads an international organization of fee-only financial professionals dedicated to serving people from all walks of life on an hourly, as-needed basis.
Topics:
- Trends in the Industry
- Untapped Markets
- What the Public Really Needs
- Ethics and Standards in the Industry
- Marketing and PR / Media Relations
- Women In the Industry
Gail MarksJarvis
Award Winning Columnist, The Chicaco Tribune
www.gailmarksjarvis.com
Flies from Chicago, IL
Author:
How to Save for Retirement without Living Like a Pauper or Winning the Lottery
A national best-seller, Gail's book has earned recommendations such as: Oprah's "suggested" list, Kiplinger's "Five Great Money Books for Young Adults," Bankrate.com's choice "For 20 and 30 year olds" and MSN Money's "Eight Great Books About Money."
Topics:
- What Consumers Want
- What the Public Really Needs
- Ethics and Standards in the Industry
- Media Relations
- Women In the Industry
Bill Swift
Co-founder, Impact Communications, Inc.
www.ImpactCommunications.org
Flies from Kansas City, MO
Long-time executive consultant and trainer. Coaches advisors on how to be better business people, build a thriving practice and connect with clients.
Editor and project manager:
Just Give Me the Answers$: Expert Advisors Address Your Most Pressing Financial Questions.
Topics:
- Using Electronic Communications to Build Your Business
- Marketing and PR Using the Web 2.0
- How to Be a Better Public Speaker
Marie Swift
Co-founder, Impact Communications, Inc.
www.ImpactCommunications.org
Flies from Kansas City, MO
Long-time executive consultant and trainer. Coaches advisors on how to build credibility, position themselves, build share of mind, establish and work a niche, and become more profitable. Fellows Program, Tiburon Strategic Advisors.
Co-author:
Just Give Me the Answers$: Expert Advisors Address Your Most Pressing Financial Questions
Contributor:
Garrett’s Guide to Financial Planning
Columnist:
- Wealth Manager
- Research
- Financial Planning
- Morningstar Advisor
Topics:
- Using Electronic Communications to Build Your Business
- Marketing and PR Using the Web 2.0
- How to Be a Better Communicator
- The Power of PR in Your Marketing Plan
- Low Cost or No Cost Marketing Ideas
- How to Work with the Media
- Social Media and Credibility Marketing
- Redefining Your Value in Today's Market
Download Marie Swift's Speaker Package Here
