"On rare occasions I take the time to write the principals of a firm about an outstanding PR professional they employ. Now that the Tamarac-related article in Wall Street & Technology is fully published, this is one of those times.
As you're aware, I work with multiple PR professionals at any given time. You might also know that I've been a corporate PR exec and have owned my own marketing communications firm. Hence, I'm intimately aware of what's expected of a true PR pro.
Sadly, many PR folk make me do multiple tasks for them. Not so with Leslie Swid. From the beginning, Leslie has demonstrated the capability to get things done. She's quickly vaulted to the top of my list of all-time favorite PR pros to work with. Under some extremely difficult circumstances in terms of turnaround time, etc., Leslie has delivered. In short, Leslie's inquiries will always receive top priority on my to-do list because I can trust her.
I can't stress, enough, how much Leslie has benefited both of your businesses. I sincerely hope you'll recognize her gifts and accomplishments accordingly."
- Anne Rawland Gabriel
Frequent Contributor
Wall Street & Technology
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"I can't thank you enough for taking the time to join us this morning as the featured expert on our monthly Author Marketing Call. I really appreciate the way in which you shared your expertise and knowledge. The conversation and information was outstanding. We had some very interesting participants on the call this morning, and I'm sure the call exceeded their expectations. Thank you for being a feather in our cap! Let's have you back on a future Author Marketing Call -- You are simply awesome."
- Peter W. Johnson, Jr.
CEO, AdvisorPress
www.AdvisorPress.com
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"Thank you for joining us at Lockwood University 2008. In particular, our advisors appreciated your insights into how they can jumpstart their media outreach and public relations efforts, as well as become more effective communicators to the benefit of their investor clients. We sincerely appreciate you joining us and being an integral part of another successful Lockwood University. We couldn't have done it without you!"
- Jim Seuffert
Chief Executive Officer
Pershing Managed Account Solutions
www.Pershing.com
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"Thank you very much for your great presentation on 'Low Cost Marketing Ideas' for the Northern Capital Area chapter of the FPA. You were VERY well received!! Here are some comments I pulled from the attendee evaluation forms:
- Brian J. Bogart, CFP®
Director, FPANCA Career Development Committee
www.fpanca.org
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"If you are looking for a good PR firm to get your firm noticed within the industry, Marie Swift's firm is excellent. They work primarily with advisors and a handful of service institutions, helping them get recognized. She has an excellent understanding of the advisory market and is very talented."
- Joel P. Bruckenstein, CFP®
Publisher, Technology Tools for Today
www.technologytoolsfortoday.com
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“Marie has been invaluable to me both as a columnist covering marketing for the financial planning industry and as a source of contacts. She is a well respected public relations person in her field and as such has helped me out with contacts for several stories. She is also a good writer who meets her deadlines and is flexible and gracious about making changes to her copy.”
- Pamela Black, Group Managing Editor
Sourcemedia, Inc.
www.financial-planning.com
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“I have had the pleasure of working with Marie on a variety of projects, including articles (by her and by her clients), conferences, and general brainstorms. She is expert in the best way--both generous with her very deep knowledge and open to revisiting assumptions. Every encounter with her is fruitful.”
- Marion Asnes, Editor in Chief
Financial Planning magazine
www.financial-planning.com
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“Marie has been an integral part of the success of the Garrett Planning Network. She understands our business and is considered one of the most important members of our team.”
- Eva Brodzik, Business Development
www.garrettplanningnetwork.com
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“Marie takes public relations and does something that gets lost today... She adds heart. She is the professional, intelligent and driven. Who ever gets the pleasure of working with her should consider themselves lucky. I wholeheartedly recommend her.”
- Nicole Rosandich, Principal
www.jcomerconsulting.com
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"Of the dozens of public relations people I deal with, Marie has the best understanding of the financial services industry and the challenges faced by financial advisors. In working with her clients to increase their visibility in a crowded financial planning marketplace, she stresses the importance of serving as a reliable source for the press. As a result of her coaching, Marie’s clients always deliver intelligent, thoughtful, and relevant insights. Whether I’m writing a personal finance story for a retail publication or a highly technical piece for a professional journal, I know it’s worth my time to contact Marie first for a list of sources. As a bonus, she’s also one of the nicest people I deal with. "
- Nancy Opiela
Professional Journalist
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"Marie truly shines in the PR/Communications world. She's professional, energetic, sincere and a go-getter, but above all else, she's a nice person!"
- Beau Ballinger, Public Relations Manager
Financial Planning Association
www.fpanet.org
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"When it comes to providing top-quality media relations for financial professionals, Marie Swift is in one word - AWESOME! I am so impressed with her high level of professionalism, her outstanding communication and her drive to make all her clients very successful. If you want to achieve a big breakthrough in promoting your business, the first call I would make is to Marie Swift."
- Derrick Kinney
Author of the #1 Amazon bestseller, Master the Media to Attract Your Ideal Clients: A Personal Marketing System for Financial Professionals
Learn more at:www.moreaffluentclients.com
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“Marie Swift is a classy professional whose quality work is evident. Her clients are quoted in the Wall Street Journal, and other top publications. Marie has great instincts in knowing what writers want, and puts her clients in the perfect position to deliver.”
- Nicole Coulter
Senior Editor, Horsesmouth
Learn more at: www.horsesmouth.com
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“Marie is a whiz when it comes to building relationships – and she’s a great matchmaker. Clients always seem to enjoy working with her and if anyone knows how the media think, it's Marie Swift. The proof is in the stellar relationships she has with media as well as the placements she gets for clients. The PR Mastermind program is a success largely because Marie knows how to get the right people doing the right things. The fact that she works with authors such as Sheryl Garrett, Norman Boone, George Kinder and Lee Eisenberg says volumes.”
- Al Martin
President, What Works Communications
Previously a Senior Publicist at Dearborn / Kaplan Publishing
Learn more at www.whatworkscomm.com
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“Marie makes things happen and gets things done. Although Marie primarily works with financial planners, she has been instrumental in booking me as a speaker on many occasions through her formidable network and unique way of making things happen. I have met many of Marie's clients and they all hold her as a premier, award winning marketer for financial planners.” November 17, 2005
- Tom Werder
Motivational Speaker / Management Consultant
Creator of The Bull’s Eye Principle™
Learn more at: www.tomwerder.com
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“In financial planning circles, Marie is highly respected for her public relations and communications skills. A number of folks in the industry who I know and respect have made use of her services, and all have been very satisfied.”
- Joel Bruckenstein, CFP®
Technology Editor, Morningstar Advisor
Columnist, Financial Advisor magazine
Publisher, Virtual Office News
Learn more at: www.virtualofficenews.com
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“Marie is a knowledgeable and well-connected professional. She knows her business and cares for her clients. Marie and her team can help you build your brand.”
- Mitch Vigeveno
President, Turning Point Executive Recruiter
Matchmaking services for advisors and broker/dealers
Learn more at: www.goingindependent.com
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“Marie is one of the hardest working women in P.R. She works for high-profile financial advisors and their firms -- and they get that way because she's involved in helping them build their businesses.”
- David Drucker, CFP®
Industry Speaker, Author and Celebrity
Publisher, Practice Lifecycle
Editor, Virtual Office News
Learn more at: www.daviddrucker.com
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“Marie has consistently demonstrated skill and insight in working with clients as a Public Relations and Communications expert. I have learned to trust her recommendations and I urge others to call her for consultation and assistance.”
- Dale Van Scoyk
Industry Speaker and Consultant
Previously an Executive with Thornburg Investment Management
2003-2005 FPA National Board Member
Learn more at: www.linkedin.com
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“Most folks say they are the best at what they do and that's the way it should be. I'm here to tell you, however, that Marie is the BEST PERSON at what she does. I learned to associate only with those people who make you better at what you do and who you are. Marie is that person! Though I doubt you'd find a better PR firm I KNOW you won't find a better person.”
- "D" Shannon
Co-author with David Drucker of: The One Thing … You Need to Do
Learn more at: www.onethingforadvisors.com
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“Work with Marie Swift and you will not want to work with any other marketing professional. Marie and her team will make your business look good, encourage you to shine and positively make you and your business stand out from the crowd. Marketing is much more fun and easier when working with Impact Communications. Put your trust in what she says to do and good things will happen.”
- Mary Lacey Gibson, CFP®
Author, Speaker, Business Coach
Learn more at: www.marylaceygibson.com
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“Marie glows in the dark, a consumate professional with great instincts and wonderful energy for everything she does. I'd recommend her to anyone.”
- Kevin Condon, CFP®
EVP Advisor Services, Myfinancialadvice, Inc.
Learn more at: www.myfinancialadvice.com
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“Marie is the master communicator I recommend to all my colleagues in the financial advising industry. Her advice and suggestions have made me thousands, and saved me even more.”
- Jim Ludwick, CFP®
President, MainStreet Financial Planning
Learn more at: www.mainstreetplanning.com
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I've been a part of the Garrett Planning Network for many years. Marie Swift has been the network's marketing and PR coach since 2000. Thanks to the coaching and advice she provided, I have enjoyed much success - and the benefits accrue ‘til this day. Case in point:
When Ron Lieber worked at the Wall Street Journal, he had a question I responded to via email. I don’t remember the details, but we started emailing. He asked me about the Garrett Network and I responded. Then he asked me some more challenging detailed questions re: GPN and NAPFA. I crafted an answer and sent it Marie for editing. Marie added some thoughts and made it a better reply. Ron has continued to quote me over the years. When Ron moved over to the New York Times, in his first column he quoted me, which was really great.
Aside from the specifics in this story, I have learned from Marie how to respond to other columnist inquiries, how to see the process from their point of view and how to come up with quotable quotes.
Thank you so much!
Roger Streit, CFP®
Key Financial Solutions, LLC
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Thank you so much for your wonderful WEBINAR on television interviews! I have now watched it MANY times, and it has been extraordinarily helpful as I have prepared for my interviews on ABC News Channel 8. They have now interviewed me eight times, and they refer to me as one of their staff. My live interviews have only been a few minutes, but I have really enjoyed the interviews as well as trying to help the public with their personal finances. Again, you have been so helpful to me, and I so much appreciate all that you do for us!
Everette B. Orr, CPA, CFP®, CFA®
Orr Financial Planning, LLC
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We've received some great media exposure and it is all either directly tied to your help or from the coaching that we've received from Marie Swift and her team. They are near the top of our "things to be thankful for" list. I was quoted in Business Week Online today. Kathryn was profiled in a full length article on Morningstar Advisor this week. I was flattered to be the subject of a Success Profile in Research magazine earlier this fall. Plus the additional little media mentions only add to our credibility as planners. Thank you so much!
Bob Nusbaum, CFP®
Middle America Planning
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I appreciate all that you have done to coach and prepare me for working with the media. I have had a tremendous amount of success in a very short time and your coaching has been instrumental in my success! I made the cover of Financial Planning magazine, was quoted on www.thestreet.com, and will be mentioned in the next issue of Money magazine. Even better, at least three of my colleagues and I will be listed among the best financial planners in Dallas/Ft. Worth in the December issue of D Magazine. Thank you so much for your encouragement and insights. My clip book and ‘wall of fame’ are growing – just like you told me they would!
Steve Blankenship, CFP®
Heritage Financial Planning
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I’ve looked to you so many times; I’ve learned from you so much. Thank you for all your great ideas. If I use only a fraction of them, I’m sure my practice will grown and prosper. We are all very fortunate to have the benefit of your guidance and creativity.
Joel Kelley, Manager
Woodstone Financial LLC
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Thanks so much for all your encouragement, media knowledge and just the stick-to-it attitude you give me. Your friendship is one of those special blessings in my life that I am so thankful for. When you’re in town, you and your family have an open invitation to the farm.
Marge Randles, EA, CFP®, Principal
The Practical Planner LLC
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Thanks for the great training and orientation session. It was SO beneficial to have marketing advice and materials absolutely focused on my new business. You seem to share our enthusiasm as planners. How fortunate to have such talent at our fingertips.
Valorie Havercamp, CFP®
Westminster, CO
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I've been with John Hancock and other professional organizations for dozens of years. I've been around Dale Carnegie course leaders. Their presentations don't hold a candle to yours.
Fred Meyer, CLU, ChFC,CFP®
Avon, IN
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I want to compliment you on the marketing structure and information you have made available. I teach this stuff and review plans for my small business clients. You have really provided the network with useful, to-the-point information. It is really helpful to me. Thanks!
Mary L. Gibson, CFP®
San Juan Batista, CA
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Thanks for the great training class. Not only did I learn a lot, I also had a great time. I feel very lucky that your program came along just when I needed it.
Jim Kerr, CFP®
Austin, TX
WHAT THEYRE SAYING SECTION
“Over the years I have had literally dozens of opportunities to work with ‘consultants.’ Most experiences have been less than satisfactory. Marie is truly a different story. My experience with her is so far above the rest that there is no way to compare it. If I had only found her 20 years ago I can’t imagine where she could have helped me go!”
Brent Hicks, CFP®
President, FocusPoint Solutions
“Marie Swift has been my faithful writing partner, communications coach, publicist, friend and ally since 1998. Her continued talent, energy and vision have made an enormous difference in countless professional collaborations and undertakings over the years. The depth of knowledge and commitment she contributes to all we do is priceless.”
Sheryl Garrett, CFP®
Founder, The Garrett Planning Network, Inc.
“Marie provided invaluable advice and great networking opportunities in connection with my book, The Number: A Different Way To Think About The Rest of Your Life, published in 2006. With her help, the book was widely read and discussed throughout the financial planning community, where she is widely respected and admired, and deservedly so.”
Lee Eisenberg, Best Selling Author
www.thenumberbook.com
"Marie Swift has been our publicist since 2004. In addition to being the most respected PR person in the industry, she is one of the most respected and influential figures in the world of financial planning. I so appreciate her work for the Kinder Institute of Life Planning, especially as we bridge the continents and our life planning methodologies changes lives around the world."
George Kinder, CFP®, Industry Thought-Leader
www.KinderInstitute.com
"I cannot thank you and your team enough for the outstanding service you gave me. Working with Teresa was especially wonderful. She eased my concerns and addressed every issue and request I sent her way. I am very grateful for her making the entire process an enjoyable one. She is a truly consummate professional."
Diane MacPhee, CFP®, Business Coach
www.DMACconsulting.org
Advisor Clients
"In just one year working with Impact Communications, we’ve secured a monthly column with my byline in three high-end magazines, achieved press coverage in a top-tier national publication, and established a solid relationship with our local newspaper’s business editor. The whole team is responsive and affable. Their creativity, talent and direction make Impact Communications my marketing dream team.”
Brian Puckett, JD, CPA/PFS
President, Puckett Retirement Advisors, Inc.
“Working with Impact Communications has forever changed the way I communicate with my clients. Two Web site makeovers, two brochures and a dozen marketing initiatives topped off with their high level coaching has convinced me that these people really know what they’re doing!”
Randy Hallier, CFP®
Retirement Plus, Inc. /
Financial Worshops, LLC
"This book, Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase your Profits (www.nuco.com), would not be possible without the professional contributions and unwavering dedication of my marketing communications consultant, Marie Swift. Since 1998, Marie's continued partnership, support and creative alliance has amazed and inspired me. She is my collaborator, coach, advisor and friend. Marie, I am grateful for your contributions over the years and look forward to many more."
Sheryl Garrett, CFP®
Author, Garrett's Guide to Financial Planning
Founder, The Garrett Planning Network, Inc.
“I just wanted to say thanks for the well done work on our Web site. It looks so professional and has such a wealth of information on it. I'm very pleased with how it turned out, and I'm very hopeful about growing the business. You guys are good!”
Dan Danford, MBA, CRSP, President
President, Family Investment Center, Inc.
“Marie - I have to tell you how pleasant and productive Leslie has been to work with. I think the material that she has produced will be successful. I can't wait to get these post cards mailed. My assistant commented how good it is to work with such a professional company. She said, 'They don't take themselves too seriously except when it comes to their work.' I also wanted to warn you that I have referred you to my broker/dealer. They are looking for speakers at their conferences and are talking about you addressing the top producers club. Thank you for all your good work!”
Rick Kagawa, ChFC, CLU, CFP
President, Capital Resources & Insurance, Inc.
"Working with Impact Communications has been a great experience. Their knowledge of the industry, marketing know-how and ability to get things done set them a part from the other marketing professionals we've worked with in the past. Marie and her staff are delightfully creative and responsive to our needs. The capabilities brochure and corresponding Web site makeover they did for us position us powerfully for the future."
Jane Vega, Director of Operations
Spectrum Wealth Advisors
AN OPEN LETTER FROM LANGE FINANCIAL GROUP
Though I am an advanced, seasoned marketer, I knew I could benefit from finding the right marketing consultant. I have worked with a variety of firms over the years, many of which provided some value, but never enough for me to to keep going back to again and again.
I learned about Marie and starting working with her. One of the projects I presented her was how to increase assets under management. She really listened to what I had been doing and what my strengths and weaknesses were in marketing.
Rather than trying to patch over my weaknesses, she accentuated my strengths. I happen to be good at workshops and direct mail. She designed a direct mail program consisting of a series of white papers that were originally targeted to my CPA and law clients. She had me send my target audience a three ring binder with tabs, one for each white paper. The first mailing presented the three ring binder and one white paper. The cover letter included a workshop invitation and an offer to see me personally. Then, a month later we sent another white paper and another invitation to a workshop and an invitation to see me. Then another in another month, then another in the 4th month. We will send a video next.
Though it is hard to trace the results of this mailing since we were doing other things that this mailing was part of, it is a reasonable estimate to say we picked up between $10M and $20M under management from this campaign. Of course I expect I also created a lot of interest in addition to money that is in the door. Even forgetting all the warm leads I created, depending on how long the clients stay with me, I figure it is about a 50:1 ROI. If you include Marie's fee in the calculation it is still 50:1 because her fee was so inconsequential to the value created. It worked so well I am repeating the process with a less warm list.
Marie has also helped improve our copy (despite the fact I am a seasoned student of direct marketing copy), made valuable website recommendations, helped with PR, and become a warm, welcome and trusted advisor.
Respectfully submitted,
James Lange, CPA/Attorney
Lange Financial Group
AN OPEN LETTER FROM FAMILY INVESTMENT CENTER
We started using Marie Swift and Impact Communications in early 2005, and it's made a tremendous difference for our business. For us, her contacts in the industry and national media have been extremely valuable. Our national presence in '"name" publications enhances our local reputation and attracts considerable attention. Marie and her team have also been helpful in upgrading our Web site and helping us focus on marketing activities with potential impact.
Locally, our media environment is very difficult, and that continues to be a frustration. While some may argue that a local firm might better address these issues, I doubt it. The truth is that our competitors - brokerage firms and banks - buy a lot of advertising and we don't. Our newspaper and television station take a lot of heat from other advertisers when our star shines - and that's not likely to change under anyone's professional
stewardship.
Professional help is expensive. In our case, it's been worth it because Marie knows people that we don't, and some of those folks have featured us in stories and columns. Being mentioned in Kiplinger's or the New York Times brings influence even when local journalists won't (or can't) provide similar exposure. Our business has blossomed the last two years, and one reason is our use of Impact Communications.
Dan Danford, MBA, CRSP®
Family Investment Center
AN OPEN LETTER FROM DA VINCI STRATEGIC ADVISORS
Impact Communications was referred to me by one of the planners with The Garrett Planning Network. After an extensive conversation with Marie Swift, the principal of Impact Communications, I was convinced that she clearly understood what my business focus was and the market I wanted to serve. I interviewed other marketing solutions specialists and PR agents and came to find out that most of them were too quick in spitting out solutions without asking the right questions to understand what my mission was. Marie asked all the right questions.
Marie started out by putting my mission statement on paper and only then did she and her talented team proceed with the design. By the way, I'm pleased to say that the logo and collateral package they did for me won an APEX Award in 2004.
Marie has devoted many hours of coaching me on how to get the best visibility in my community and how to gain an edge over my peers. She and her team have always delivered on time. She also spearheaded a special dinner event to help me christen my firm, which attracted many influential folks and potential clients. I have been receiving compliments from all attendees, still to this day.
So would I recommend Impact and would I use them again? Absolutely. They were one of the best investments I've ever made.
Denisa Tova, MBA, CLU, ChFC
DaVinci Strategic Advisors
AN OPEN LETTER FROM ESF FINANCIAL PLANNING GROUP
As a business owner, I was able to create my own model, values and visions for my company. However, seeing all of that encompassed in print with the logo that Marie Swift’s company designed, suddenly gives my thoughts and ideas a concrete image. Marie took the time to know me personally, share and brainstorm my values. So now, seeing my logo on letterhead, envelopes, folders and pads inspires me. I look at it, smile and know Marie has shared in my vision and given me the identity to jump-start and move my business forward.
In doing so, Iíve learned the value of outsourcing and letting Marie with her specialized skill-set make my business work smarter for me. Listen to her ideas, suggestions, and know how much she can help. I strongly encourage you to decide how much you want to do on your own, and recognize that marketing and/or creating materials is not necessarily our strength as business owners.
As she says in her own branding – Your Creative Alliance Partner. Marie has been more than just a marketing person. She’s become a coach, and a very valued business partner. I use Marie’s standard of professionalism and enthusiasm as a benchmark that every other professional must now meet before I outsource my own hard-earned business dollars.
Eileen Freiburger, CFP®
ESF Financial Planning Group
AN OPEN LETTER FROM CLINTSMAN FINANCIAL PLANNING
Having worked over 12 years for two very large consulting firms, I was spoiled by dedicated in-house experts in every facet of business ñ marketing, printing, technology, graphics, editors, etc. Upon starting my own business I feared not finding competent help in all these areas. However, my introduction to Marie Swift has been one of the most refreshing parts of starting my own business.
I was immediately impressed with Marie’s professionalism. She treats every client like they are the most important thing to her. She has an amazing way of listening to your needs and then expressing them back to you in new ways you may not have thought of. Her experience working with others in the field is invaluable in this area because it makes you feel you are talking to another financial professional who really knows your business.
Maybe most satisfying about working with Marie, though, is her incredible breadth of knowledge about her specialty – building impactful communications. Her expertise spreads from paper quality/content and font subtleties to knowledge of the most recent electronic files, computer systems, copyright laws, and of course, strategies to make the wording and meaning all work beautifully together. Because of such a wide range of knowledge, Marie is truly the one and only creative alliance partner you need if you are serious about making a first class impression for your business.
On top of it all, Marie is a very genuine person who has a very upbeat and positive attitude that makes it a pleasure to work with her. She is someone with whom you can feel good about building a long-term relationship.
Bryan Clintsman, CFP®
Clintsman Financial Planning
KUDOS SECTION
"Thank you so much for your wonderful WEBINAR on television interviews! I have now watched it MANY times, and it has been extraordinarily helpful as I have prepared for my interviews on ABC News Channel 8. They have now interviewed me eight times, and they refer to me as one of their staff. My live interviews have only been a few minutes, but I have really enjoyed the interviews as well as trying to help the public with their personal finances. Again, you have been so helpful to me, and I so much appreciate all that you do for us! ~ Everette B. Orr, CPA, CFP®, CFA®
NAPFA-Registered Financial Advisor
Orr Financial Planning, LLC
“I love working with Marie and her staff. And I can go on and on with all sorts of accolades but the best part of working with them is that they listened and performed beyond my expectations. They helped us create a great website and collateral materials. Feel free to visit our website. The proof is in the pudding.”
~ Louise Cole, CFP®
The Heritage Group of Companies
"I highly recommend Marie Swift of Impact Communications, with whom I have successfully collaborated for several years. She works exclusively with high end financial planning firms throughout the nation and has an extensive list of national media contacts who actively seek her out for her connections to members of the planning community. She has done a great job of refining my message and presenting me with opportunities to assist members of the national media who need a resource. As I understand it, she now has a waiting list, so you'd better plan ahead if you want to work with her!"
~ Ron Kelemen, CFP®
The H Group, Inc.
“You are a great communicator, Marie. That was probably the most productive 1-hour meeting I have ever attended. You have a very nice tone and way of moving things along and getting decisions made. It will be fun to work with you.”
~ Laura K. Friesen, Client Services Manager
Navigator Financial Planning, Inc.
"Sue and I wanted to let you know that we have been putting together our client deliverables with our new binders, tab sets, folders, letterhead and business cards. The result is terrific and better than we could have hoped when we started on this road. We appreciate all of your help and your tireless efforts to think things through with us and make it just right. We look forward to working with you in 2007."
~ Sheila M. Chesney, MS CFP®
Chesney & Company - Private Wealth Management
"We've received some great media exposure and it is all either directly tied to your help or from the coaching that we've received fm you. You are near the top of our "things to be thankful for" list. I was quoted in Business Week Online today. Kathryn was profiled in a full length article on Morningstar Advisor this week. I was flattered to be the subject of a Success Profile in Research magazine earlier this fall. Plus the additional little media mentions only add to our credibility as planners. Thank you so much!"
~ Bob Nusbaum, CFP®
Middle America Planning
"Phil and I are so excited, bouncing off the ceiling. We are getting confirmation that our value proposition makes sense. Since the Planting Seeds article on Morningstar Advisor hit, over 10 people from various broker dealers across the country have contacted us for more information -- and that was within the first four hours -- before noon the first day the article ran. Phil and I want you to know how grateful we are that we have the opportunity to work with Impact Communications. Your work is exceptional!"
~ Rick L. Kent, CFP®, ChFC, CFEdT
Founder, The Merit Retirement Advantage
"As someone who is just not very visual or artistic, I really enjoyed watching Christy work during the Live Document Makeover Clinic offered for members of the Garrett Planning Network. I would very much like to see this sort of clinic continue. I particularly liked the way Christy explained what she was thinking and why she made the changes she did. I found it particularly valuable when she did something because it just seemed like a better way to go. I very much appreciate the direct help on my brochure and I learned a lot by seeing other people's materials being redesigned. Christy was able to make seemingly minor changes that make a huge visual difference. Of course she makes it look so very easy; when in fact it is clear to me this is a real talent."
~ Robert Freidland, PhD
Owner, Freidland Financial Planning
"Marie did an outstanding job of facilitating the training sessions in Kansas City last week. Her warm, personal style was just what we needed tobond quickly as a group. I also very much enjoyed the personal coaching,advice and conversation at dinner that night."
~ Jeff Stukey, CFP®
Stukey Financial Planning
“Having someone who knows the industry made everything a lot easier. Not only did I get a great logo and collateral materials but I got advice about how to use them in my particular situation.”
~ Pat Rudolph, CFP®
Rudolph Financial Planning
“I received my CD and the collateral materials are fantastic, a truly professional job that I am very happy with. I am very much looking forward to you and your team working on my website. Thanks!”
~ Allen Bronton, AIF, CRC / Senior Wealth Consultant
Wealth Preservers, LLC
"Impact Communications did a totally fantastic job with my Web site. I am extremely happy. I know it was challenging on many counts, and so I appreciate all the care and effort that was put into it - and the great results."
~ Jane Wollman Rusoff, Celebrity Profiles / Industry Journalist
Legacy Profiles : www.FamilystarProductions.com
“Thank you again for all your marketing help. I am finding that the majority (85%) of my clients and prospective clients said they decided to call me after visiting my Web site. I have received so many compliments on how professional and welcoming my site is that I just had to let you know. It is by far my strongest driver of prospects and clients. The way Impact designed my Web site really seems to ‘speak’ to just the kind of client I enjoy working with. There is already a comfort level and commitment in place before I actually even speak to the prospective client. I just wanted you to know how much I appreciate your talents and those of the Impact team. Thank you!!!”
~ Deborah Winterhalter
The Grace Financial Planning Company
"Marie, congratulations on your latest communicator and design awards!!!!!! (That's one exclamation point for each award.) It has always seemed clear to
me that you are a particularly adept counselor to your financial advisory clients. As you probably well know, a lot of folks on my side of the business develop almost allergic reactions to those on your side. I've only met a few PR professionals in my career whom I have considered worthy of great professional respect, and you are certainly among that small group."
~ Executive Editor, one of the top monthly industry magazines
"Congratulations on your inclusion in this month's cover story in Investment Advisor magazine, The Gurus Speak. It's a great article and you're in good company. You are a true treasure Marie. The rest of the world is just now discovering what we've known all along. We never could have accomplished what we have without your unending devotion, faith and encouragement! Thanks for being my greatest cheerleader, trusted ally, valued business partner and dear friend."
~ Sheryl Garrett, CFP®, Founder
The Garrett Planning Network, Inc.
“Today I received my business cards back from the printer and I must let you know the following: ‘Wow!’. Please relay my elation to your graphic designer. Thank you, Marie, your graphic designer and the rest of your team on a great image!”
~ Robert S. Davis –
Financial Compass Corporation
“I just wanted to say thanks for the well done work on our Web site. It looks so professional and has such a wealth of information on it. I'm very pleased with how it turned out, and I'm very hopeful about growing the business. You guys are good!”
~ Dan Danford, MBA, CRSP, President
Family Investment Center, Inc.
"Marie - I have to tell you how pleasant and productive Leslie has been to work with. I think the material that she has produced will be successful. I can't wait to get these post cards mailed. My assistant commented how good it is to work with such a professional company. She said, 'They don't take themselves too seriously except when it comes to their work.' I also wanted to warn you that I have referred you to my broker/dealer. They are looking for speakers at their conferences and are talking about you addressing the top producers club. Thank you for all your good work!"
~ Rick Kagawa, ChFC, CLU, CFP
Capital Resources & Insurance, Inc.
"Working with Bill and Marie Swift has forever changed the way I communicate with my clients. Two Web site makeovers, two brochures and a dozen marketing initiatives topped off with their high level coaching has convinced me that these people really know what they're doing!"
~ Randy Hallier, CFP®
Retirement Plus, Inc. / Financial Worshops, LLC
"In just one year working with Impact Communications, we've secured a monthly column with my byline in three high-end magazines, achieved press coverage in a top-tier national publication, and established a solid relationship with the Daily Oklahoman's business editor. The whole team is responsive and affable. Their creativity, talent and direction make Impact Communications my marketing dream team."
~ Brian Puckett, JD, CPA/PFS
Brian Puckett Retirement Advisors, Inc.
"Working with Impact Communications has been a great experience. Their knowledge of the industry, marketing know-how and ability to get things done set them a part from the other marketing professionals we've worked with in the past. Marie and her staff are delightfully creative and responsive to our needs. The capabilities brochure and corresponding Web site makeover they did for us position us powerfully for the future."
~ Jane Vega, Director of Operations
Spectrum Wealth Advisors
“I appreciate all that you have done to coach and prepare me for working with the media. I have had a tremendous amount of success in a very short time and your coaching has been instrumental in my success! I made the cover of Financial Planning magazine, was quoted on www.thestreet.com, and will be mentioned in the next issue of Money magazine. Even better, at least three of my colleagues and Iwill be listed among the best financial planners in Dallas/Ft. Worth in the December issue of D Magazine. Thank you so much for your encouragement and insights. My clip book and ‘wall of fame’ are growing – just like you told me they would!”
~ Steve Blankenship, CFP®
Heritage Financial Planning
"Thank you for the excellent work on my Web site! You made me look like a million bucks. I can't believe I've been stalled out on trying to get a site up for over 3 years. Your help and attention to detail made the process quick and easy. And the timing couldn't have been better! Just yesterday, I got a call from a lady who wanted to come in for a Get Acquainted meeting. She had already gone to my site and checked me out, so seemed fairly 'sold' when she called. The map we added really helps people see that I am not that far outside of town. Thanks again!"
~ Marge Randles, EA, CFP®
The Practical Planner
"Marie Swift’s Marketing Muscle presentation at our annual Orange County Planners Resource Day was a hit. She was a wonderful addition to our speaker lineup, which also included Dr. Roger Ibbotson and Dr. Esmael Adibi. I’m sure the evaluation forms will show what I saw – a rapt audience, furiously taking notes. I received many positive comments about her presentation and judging from the crowd that gathered around her afterwards, she generated a very enthusiastic response."
~ Lauren Klein, CPA, CFP®
Program Chairman, Orange County Planners Resource Day
“Thank you so much for all of the terrific looking materials. I am so happy with everything. The Web site mockup and custom banner looks incredible. In fact, I look so professional, I might have to raise my rates! I also appreciate the advice on working with AdvisorSites and the printing company.”
~ Mike McHugh, Principal
McHugh Financial Planning
“Thank you so much for all your hard work getting my logo, brochures, business cards, stationary, and envelope files created. I used my stationary and envelope files for the first time today when I sent my state RIA registration materials to the Louisiana Office of Financial Institutions. They looked great! Very professional. The design and consulting fees I paid for the things I received were well worth my investment!”
~ Sherri S. Joubert, Principal
LifeDirections Financial Planning LLC
"Wow! The logo package turned out great! I also want to thank you for the positioning statement you created. I am working on the delivery daily to make sure it comes out sounding like me. I appreciate all of your help, guidance, expertise and motivation. Thanks for your continued interest in my success. It is truly a great pleasure to work with you.”
~ Matt Semeyn, Principal
MWS Financial Planning
“Thank you again, so much, for all that you have done – and that you continue to do – to make The Garrett Planning Network such a vibrant and rewarding organization. Your marketing advice and assistance has helped me tremendously to build my practice and to achieve the success that I enjoy today – three short years after joining the network. You are one of the key elements of The Garrett Planning Network and an invaluable resource. Please enjoy these two books as a token of my appreciation to you.”
~ Tim Hayes, Principal
Landmark Financial Advisory Services, LLC
“Thanks for helping us project the professional image we need to enhance our success. Your enthusiasm is contagious! Please accept this gift as a token of my appreciation.”
~ Carol Burroughs, CFP®, Principal
FORWARD Financial Planning
“Thanks for all your help over the past several years. You are an invaluable asset to The Garrett Planning Network. Don’t EVER leave!”
~ Nancy Lange, CPA, Principal
Hartland Tax and Financial Advisors
“Thanks so much for you guidance and wisdom in branding, identity and marketing this past year. You have helped make our practice much more well known. We are proud of the results, and are grateful for your counsel and efforts. Enjoy the Almond Roca; Brown & Haley makes them daily from our little town of Tacoma.”
~ Ben Jennings, CFP®, Principal
Navigator Financial Planning
“I’ve looked to you so many times; I’ve learned from you so much. Thank you for all your great ideas. If I use only a fraction of them, I’m sure my practice will grown and prosper. We are all very fortunate to have the benefit of your guidance and creativity.”
~ Joel Kelley, Manager
Woodstone Financial LLC
“Marie, I am fortunate to have you in my life – both professionally and personally. I truly appreciate your talent, insight, kindness and commitment. You really deserve all the good coming your way. You’re sensational. Thanks for everything!”
~ Mary L. Gibson, CFP®, Principal
MLG Financial Planning
“Thanks so much for all your encouragement, media knowledge and just the stick-to-it attitude you give me. Your friendship is one of those special blessings in my life that I am so thankful for. When you’re in town, you and your family have an open invitation to the farm.”
~ Marge Randles, EA, CFP®, Principal
The Practical Planner LLC
“Thanks for your huge role in marketing and promoting The Garrett Planning Network. I know that all of us members are benefiting in untold ways from your efforts.”
~ Jim Smith, Principal
Smith Financial Services
“Here’s a little something straight from the beaches of Nantucket. Thank you for all your support and guidance over the past four years.”
~ Kathy Dollard, CFP®, Principal
Nashoba Financial Planning
“Thanks for your energy, inspiration and imagination. It’s impossible to think of The Garrett Planning Network without thinking of you. You are indefatigable in showing us how we can make our practices realize their full potential. You showed me the first benefits of being a member in my first month and your timely and incomparable support made starting Goddard Financial Planning possible. I still love my business card!”
~ John Goddard, Principal
Goddard Financial Planning
“What would we do without your efforts to keep us focused on the importance of marketing!? Thanks for all your help.”
~ Karen Norman, CFP®, Principal
Norman Financial Planning
“Thank you for bringing your artistic talents to my little, slow-growing business. I now have a name I love and a logo that fits me! You bringing such an awesome energy and real knowledge to all of us. Still on my way but I will Attain It!”
~ Sherry Hinrichs, CFP®, Principal
Attain It! Financial Planning
“Thanks so much for all that you do in providing great marketing and communications coaching and ideas to us. And thanks especially for all your encouragement. I continually learn new things that I can put to work in my practice; it’s wonderful seeing how great they work! Thanks for being such a shining star for us – so, fittingly, here’s a star just for you (this is a replica of an architectural tradition from historical Texas).”
~ Deidra Fulton, CPCU, Principal
Fulton Financial Planning, Inc.
“I can’t even begin to tell you how grateful I am for all you’ve done to help me with building up Prosperity for Life. Every day when I look at the logo I am reminded of my life’s passion and the importance of continuing to move forward toward realizing my dream. Thank you for all of your coaching and creative energy. And especially for your confidence in including the financial organizer in Just Give Me the Answer$. You have the unique spiritual gift of encouragement, which has certainly been a blessing to me over the past few years. Thanks again.”
~ Suzanne Fails, CPA, CFP®, Principal
Prosperity for Life
"Congratulations on your presentations at Sucess Forum 2003! I actually received a couple of unsolicited phone calls from advisors who heard you speak. They said you were awesome -- and that you needed a good half day to communicate all your ideas and expertise. Also, congrats on completing the latest book project. You have the greatest ability to multitask over any one I have ever met. To take the largest of projects and make them happen with perfection, color, power, impact and grandjeur -- you are gifted in this. And not only in your writing and marketing communication skills but in your interpersonal skills."
~ E. Anthony Reguero, ChFC, Principal
Worldwide Investment Network
"As a featured speaker for the Michigan Association of CPAs, your keynote - Marketing your Personal Financial Services: What Matters Most - and corresponding Marketing Muscle Workshop were a very well received. For overall delivery, our members gave you a 4.87 out of 5 points. Ratings for presentation style, knowledge of subject matter and handout quality ranged from 4.6 to 4.9. Thank you for helping to make our conference a success."
~ Dan Kolasinski, Meeting Planner
MACPA
"Have I mentioned lately how much I appreciate having you on my team? As I was working through my thoughts on the conference presentation, I must have thought 10 times how good it is to have you there to help me and to make everything much better than it would ever be otherwise. What a great feeling."
~ Brent Hicks, CFP®, Principal / FocusPoint Solutions
"Marie, Congratulations on your continued success! Author … keynote speaker … marketing consultant. Your achievements in the industry are awesome. Thank you for all the years of support – we have been fortunate to have been able to partner with you since 1988. You have made such a difference in building and enhancing our business.”
~ David W. Crist, CFP®, Principal
Worldwide Investment Network
“Marie, I am so happy for you and your growth. I think you are *the best* and I would recommend you to anyone I know. They would be foolish to not bring you on as their partner. I am blessed by your leadership, your friendship and your business development skills. You will always be a Champion.”
~ E. Anthony Reguero, ChFC, Principal / Worldwide Investment Network
"Impact Communications created my promotional material for my initial venture into the professional speaking market. The material not only looked great but was exactly what the speaking industry required. She saved me years of research and work so I didn't have to reinvent the wheel to get started speaking. And, Marie booked my first speech with a national conference. Thanks, Marie and team, for your inspired work!"
~ Tom Werder, Author / Professional Speaker, "The Bull's Eye Principle"
"Probably one of the best web sites I've seen is Sheryl Garrett's financial planning site. Sheryl's firm is located in Kansas City. The neat thing about her site is that the pictures across the top of the screen are of Kansas City, so anyone looking in will recognize the places on the page and feel right at home." (Impact Communications developed and continues to maintain and improve all of Sheryl Garrett's sites.)
~ Deena Katz, CFP®, in her book "Tools and Templates for your Practice"
"Now that you have your practice set up, what do you do next? You must market your practice and to help with this vital task I recommend the services of Marie Swift. She knows her stuff!"
~ Dan O'Leary, CFP® / Tumwater, WA
"I have attended various 'marketing talks' to financial professionals. Yours was among the very best. It is obvious you truly understand what you do and what we do. Thanks for sharing."
~ Tim Fortier, CFA / Rolla, MO
"The marketing materials Marie presented are a Grand Slam. Her marketing presentation was worth the trip!"
~ Doug Hoffman, CPA/PFS / Lake Placid, NY
"I am strong with numbers but my command of the English language leaves a bit to be desired. Marie's ghost-writing skills are a lifesaver and a sanity saver."
~ Veronica Hart, CFP® / College Station, TX
"Marie's work with us on positioning statements was especially helpful. The materials were great and immediately useful."
~ Brad Bond, CFP®, EA, PE / Murrysville, PA
"I recently sent out one of the News Releases Marie Swift wrote for me. I sent out just three releases, but was happily surprised when a writer for The Washington Post called me for an interview! I ended up with a rather large profile in the Post on myself and my new fee-only practice."
~ Dean Knepper, CPA, CFP® / Leesburg, VA
The Garrett Planning Network is very lucky to have Marie Swift as marketing communications coach. Does she ever sleep? Is she a work-alcoholic? She’s unbelievable, really something else. Quick turn-around and great responses; I love it. If had 100 employees like Marie, I would be a billionaire!”
~ J. Duncan DeMoss, CFP® / Placerville, CA
"What an incredible job Marie Swift does as the virtual marketing director for The Garrett Planning Network. I really appreciate her hard work. Her worth to the network is incalculable."
~ Scott Dauenhauer, CFP® / Irvine, CA
"I have to admit, I slept through most of my marketing courses in college, but I was fascinated by the marketing presentation and the wealth of information and ideas Marie Swift provided at last week’s marketing communications class. I am very excited about the opportunities that GPN presents and I am very much looking forward to working with Marie and her team to enhance my practice."
~ Alan Schapire, CPA, CFP® / Media, PA
"Wow! The business cards and matching materials you produced for me are a big hit. Your solution of using photos of lighthouses instead of drawings of lighthouses was a stroke of genius. Thank you for doing such a wonderful job. I also appreciate your personal touch and timely service."
~ Kristine A. McKinley, CFP®, CPA / Lee's Summit, MO
"Thanks for your help and advice on getting my web site up. Also, I did receive your comments how to improve my printed marketing materials. Great advice (as usual)! You are a valuable resource to my practice!"
~ Mahlon Edwards, AAMS / Las Vegas, NV
"My assistant and I recently attended your "Marketing Fundamentals" class. We feel really good about what we learned and will be implementing several of the suggestions you provided."
~ Brett R. Smith, CFP®, CPA/PFS, MBA, MS / Boulder, CO
"Thanks for the great training and orientation session. It was SO beneficial to have marketing advice and materials absolutely focused on my new business. You seem to share our enthusiasm as planners. How fortunate to have such talent at our fingertips."
~ Valorie Havercamp, CFP® / Westminster, CO
"The marketing materials provided to date are a 'grand slam' -- and so was the value of today's marketing presentation."
~ Steve Bell, Livermore, CA
"The marketing segment of the training class provided great ideas -- a grand slam on both the materials you're providing and today's presentation. Thanks, too, for your help in scripting and producing my audio business card."
~ George Pierce, MBA, CPA, CFP® / Lexington, KY
"Thanks, too, to GPN's marketing coach for spending some personal time on the telephone with me. Her comments on how to develop my web site were very helpful."
~ Edward Ramsey, PFS/CPA, CFP® / Rockville, MD
"The marketing that has been done for GPN is awesome!!!"
~ Sherry Hinrichs / Santa Rosa, CA
"I enjoyed your "How to Build a Great Web Site" Web-Ex class yesterday. One day, I hope to be as good a financial planner as you are a marketing coach, team member and friend."
~ Steve Bell / Livermore, CA
"I've been with John Hancock and other professional organizations for dozens of years. I've been around Dale Carnegie course leaders. Their presentations don't hold a candle to yours."
~ Fred Meyer, CLU, ChFC,CFP® / Avon, IN
"I want to compliment you on the marketing structure and information you have made available. I teach this stuff and review plans for my small business clients. You have really provided the network with useful, to-the-point information. It is really helpful to me. Thanks!"
~ Mary L. Gibson, CFP® / San Juan Batista, CA
"Wow Marie! You truly live up to your reputation as marketing guru! I love the changes you made to my newspaper ad! I'm signed-up for your WebEx "Marketing Fundamentals" class this Wednesday and am really looking forward to it. Thanks again."
~ Joy Johnson, CFP® / Fairhope, AL
"In the wake of the tragedies in New York, Washington and Pennsylvania this week, thank you for providing such a good, common sense letter to us to use in our client communications. I had thought about writing something to clients, but couldn't put anything I liked together. This does it perfectly."
~ Steve Thalheimer, CFP® / Silver Spring, MD
"Thank you for the feedback on the quality of my marketing materials. I would like to say it was my brilliance, but the information and tools provided by Marie Swift have been just fabulous. This includes the sample marketing plan and coaching information provided. It is amazing to me how much work must have put in to the the templates and master coaching documents she provided. Very well done!"
~ Rick Epple / Minnestra, MN
"I just had a call from an attorney in Elk City, OK. He found me through the GPN website. He said he was impressed with my bio -- so, thanks to our wordsmith, Marie! The marketing support provided by Marie is a real plus for GPN Members. Her helpfulness is really appreciated.
~ Louise Schroeder,CFP® / Stillwater, OK
"I was very impressed by GPN's Marketing Communications Coach, Marie Swift. She brought a lot to the table and gave us many good ideas how to get in the public eye. If you want 'the gold mind of marketing,' hire Marie Swift."
~ Marge Randles, EA, CFP® / Argyle, NY
"All the marketing help and PR has been the biggest surprise after joining The Garrett Planning Network. I never expected so much media exposure, web site and marketing advice, etc. Thanks again."
~ Elaine Terrill, CFP® / Muscatine, IA
"Thanks for the great training class. Not only did I learn a lot, I also had a great time. I feel very lucky that your program came along just when I needed it."
~ Jim Kerr, CFP® / Austin, TX
As you're aware, I work with multiple PR professionals at any given time. You might also know that I've been a corporate PR exec and have owned my own marketing communications firm. Hence, I'm intimately aware of what's expected of a true PR pro.
Sadly, many PR folk make me do multiple tasks for them. Not so with Leslie Swid. From the beginning, Leslie has demonstrated the capability to get things done. She's quickly vaulted to the top of my list of all-time favorite PR pros to work with. Under some extremely difficult circumstances in terms of turnaround time, etc., Leslie has delivered. In short, Leslie's inquiries will always receive top priority on my to-do list because I can trust her.
I can't stress, enough, how much Leslie has benefited both of your businesses. I sincerely hope you'll recognize her gifts and accomplishments accordingly."
- Anne Rawland Gabriel
Frequent Contributor
Wall Street & Technology
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"I can't thank you enough for taking the time to join us this morning as the featured expert on our monthly Author Marketing Call. I really appreciate the way in which you shared your expertise and knowledge. The conversation and information was outstanding. We had some very interesting participants on the call this morning, and I'm sure the call exceeded their expectations. Thank you for being a feather in our cap! Let's have you back on a future Author Marketing Call -- You are simply awesome."
- Peter W. Johnson, Jr.
CEO, AdvisorPress
www.AdvisorPress.com
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"Thank you for joining us at Lockwood University 2008. In particular, our advisors appreciated your insights into how they can jumpstart their media outreach and public relations efforts, as well as become more effective communicators to the benefit of their investor clients. We sincerely appreciate you joining us and being an integral part of another successful Lockwood University. We couldn't have done it without you!"
- Jim Seuffert
Chief Executive Officer
Pershing Managed Account Solutions
www.Pershing.com
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"Thank you very much for your great presentation on 'Low Cost Marketing Ideas' for the Northern Capital Area chapter of the FPA. You were VERY well received!! Here are some comments I pulled from the attendee evaluation forms:
- Terrific Informational Presentation
- Very practical
- Wasn't enough time for her to complete her talk
- I would like her called back again to talk
- A lot of information
- Good info
- Great marketing ideas and links
- Brian J. Bogart, CFP®
Director, FPANCA Career Development Committee
www.fpanca.org
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"If you are looking for a good PR firm to get your firm noticed within the industry, Marie Swift's firm is excellent. They work primarily with advisors and a handful of service institutions, helping them get recognized. She has an excellent understanding of the advisory market and is very talented."
- Joel P. Bruckenstein, CFP®
Publisher, Technology Tools for Today
www.technologytoolsfortoday.com
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“Marie has been invaluable to me both as a columnist covering marketing for the financial planning industry and as a source of contacts. She is a well respected public relations person in her field and as such has helped me out with contacts for several stories. She is also a good writer who meets her deadlines and is flexible and gracious about making changes to her copy.”
- Pamela Black, Group Managing Editor
Sourcemedia, Inc.
www.financial-planning.com
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“I have had the pleasure of working with Marie on a variety of projects, including articles (by her and by her clients), conferences, and general brainstorms. She is expert in the best way--both generous with her very deep knowledge and open to revisiting assumptions. Every encounter with her is fruitful.”
- Marion Asnes, Editor in Chief
Financial Planning magazine
www.financial-planning.com
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“Marie has been an integral part of the success of the Garrett Planning Network. She understands our business and is considered one of the most important members of our team.”
- Eva Brodzik, Business Development
www.garrettplanningnetwork.com
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“Marie takes public relations and does something that gets lost today... She adds heart. She is the professional, intelligent and driven. Who ever gets the pleasure of working with her should consider themselves lucky. I wholeheartedly recommend her.”
- Nicole Rosandich, Principal
www.jcomerconsulting.com
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"Of the dozens of public relations people I deal with, Marie has the best understanding of the financial services industry and the challenges faced by financial advisors. In working with her clients to increase their visibility in a crowded financial planning marketplace, she stresses the importance of serving as a reliable source for the press. As a result of her coaching, Marie’s clients always deliver intelligent, thoughtful, and relevant insights. Whether I’m writing a personal finance story for a retail publication or a highly technical piece for a professional journal, I know it’s worth my time to contact Marie first for a list of sources. As a bonus, she’s also one of the nicest people I deal with. "
- Nancy Opiela
Professional Journalist
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"Marie truly shines in the PR/Communications world. She's professional, energetic, sincere and a go-getter, but above all else, she's a nice person!"
- Beau Ballinger, Public Relations Manager
Financial Planning Association
www.fpanet.org
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"When it comes to providing top-quality media relations for financial professionals, Marie Swift is in one word - AWESOME! I am so impressed with her high level of professionalism, her outstanding communication and her drive to make all her clients very successful. If you want to achieve a big breakthrough in promoting your business, the first call I would make is to Marie Swift."
- Derrick Kinney
Author of the #1 Amazon bestseller, Master the Media to Attract Your Ideal Clients: A Personal Marketing System for Financial Professionals
Learn more at:www.moreaffluentclients.com
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“Marie Swift is a classy professional whose quality work is evident. Her clients are quoted in the Wall Street Journal, and other top publications. Marie has great instincts in knowing what writers want, and puts her clients in the perfect position to deliver.”
- Nicole Coulter
Senior Editor, Horsesmouth
Learn more at: www.horsesmouth.com
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“Marie is a whiz when it comes to building relationships – and she’s a great matchmaker. Clients always seem to enjoy working with her and if anyone knows how the media think, it's Marie Swift. The proof is in the stellar relationships she has with media as well as the placements she gets for clients. The PR Mastermind program is a success largely because Marie knows how to get the right people doing the right things. The fact that she works with authors such as Sheryl Garrett, Norman Boone, George Kinder and Lee Eisenberg says volumes.”
- Al Martin
President, What Works Communications
Previously a Senior Publicist at Dearborn / Kaplan Publishing
Learn more at www.whatworkscomm.com
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“Marie makes things happen and gets things done. Although Marie primarily works with financial planners, she has been instrumental in booking me as a speaker on many occasions through her formidable network and unique way of making things happen. I have met many of Marie's clients and they all hold her as a premier, award winning marketer for financial planners.” November 17, 2005
- Tom Werder
Motivational Speaker / Management Consultant
Creator of The Bull’s Eye Principle™
Learn more at: www.tomwerder.com
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“In financial planning circles, Marie is highly respected for her public relations and communications skills. A number of folks in the industry who I know and respect have made use of her services, and all have been very satisfied.”
- Joel Bruckenstein, CFP®
Technology Editor, Morningstar Advisor
Columnist, Financial Advisor magazine
Publisher, Virtual Office News
Learn more at: www.virtualofficenews.com
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“Marie is a knowledgeable and well-connected professional. She knows her business and cares for her clients. Marie and her team can help you build your brand.”
- Mitch Vigeveno
President, Turning Point Executive Recruiter
Matchmaking services for advisors and broker/dealers
Learn more at: www.goingindependent.com
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“Marie is one of the hardest working women in P.R. She works for high-profile financial advisors and their firms -- and they get that way because she's involved in helping them build their businesses.”
- David Drucker, CFP®
Industry Speaker, Author and Celebrity
Publisher, Practice Lifecycle
Editor, Virtual Office News
Learn more at: www.daviddrucker.com
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“Marie has consistently demonstrated skill and insight in working with clients as a Public Relations and Communications expert. I have learned to trust her recommendations and I urge others to call her for consultation and assistance.”
- Dale Van Scoyk
Industry Speaker and Consultant
Previously an Executive with Thornburg Investment Management
2003-2005 FPA National Board Member
Learn more at: www.linkedin.com
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“Most folks say they are the best at what they do and that's the way it should be. I'm here to tell you, however, that Marie is the BEST PERSON at what she does. I learned to associate only with those people who make you better at what you do and who you are. Marie is that person! Though I doubt you'd find a better PR firm I KNOW you won't find a better person.”
- "D" Shannon
Co-author with David Drucker of: The One Thing … You Need to Do
Learn more at: www.onethingforadvisors.com
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“Work with Marie Swift and you will not want to work with any other marketing professional. Marie and her team will make your business look good, encourage you to shine and positively make you and your business stand out from the crowd. Marketing is much more fun and easier when working with Impact Communications. Put your trust in what she says to do and good things will happen.”
- Mary Lacey Gibson, CFP®
Author, Speaker, Business Coach
Learn more at: www.marylaceygibson.com
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“Marie glows in the dark, a consumate professional with great instincts and wonderful energy for everything she does. I'd recommend her to anyone.”
- Kevin Condon, CFP®
EVP Advisor Services, Myfinancialadvice, Inc.
Learn more at: www.myfinancialadvice.com
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“Marie is the master communicator I recommend to all my colleagues in the financial advising industry. Her advice and suggestions have made me thousands, and saved me even more.”
- Jim Ludwick, CFP®
President, MainStreet Financial Planning
Learn more at: www.mainstreetplanning.com
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I've been a part of the Garrett Planning Network for many years. Marie Swift has been the network's marketing and PR coach since 2000. Thanks to the coaching and advice she provided, I have enjoyed much success - and the benefits accrue ‘til this day. Case in point:
When Ron Lieber worked at the Wall Street Journal, he had a question I responded to via email. I don’t remember the details, but we started emailing. He asked me about the Garrett Network and I responded. Then he asked me some more challenging detailed questions re: GPN and NAPFA. I crafted an answer and sent it Marie for editing. Marie added some thoughts and made it a better reply. Ron has continued to quote me over the years. When Ron moved over to the New York Times, in his first column he quoted me, which was really great.
Aside from the specifics in this story, I have learned from Marie how to respond to other columnist inquiries, how to see the process from their point of view and how to come up with quotable quotes.
Thank you so much!
Roger Streit, CFP®
Key Financial Solutions, LLC
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Thank you so much for your wonderful WEBINAR on television interviews! I have now watched it MANY times, and it has been extraordinarily helpful as I have prepared for my interviews on ABC News Channel 8. They have now interviewed me eight times, and they refer to me as one of their staff. My live interviews have only been a few minutes, but I have really enjoyed the interviews as well as trying to help the public with their personal finances. Again, you have been so helpful to me, and I so much appreciate all that you do for us!
Everette B. Orr, CPA, CFP®, CFA®
Orr Financial Planning, LLC
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We've received some great media exposure and it is all either directly tied to your help or from the coaching that we've received from Marie Swift and her team. They are near the top of our "things to be thankful for" list. I was quoted in Business Week Online today. Kathryn was profiled in a full length article on Morningstar Advisor this week. I was flattered to be the subject of a Success Profile in Research magazine earlier this fall. Plus the additional little media mentions only add to our credibility as planners. Thank you so much!
Bob Nusbaum, CFP®
Middle America Planning
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I appreciate all that you have done to coach and prepare me for working with the media. I have had a tremendous amount of success in a very short time and your coaching has been instrumental in my success! I made the cover of Financial Planning magazine, was quoted on www.thestreet.com, and will be mentioned in the next issue of Money magazine. Even better, at least three of my colleagues and I will be listed among the best financial planners in Dallas/Ft. Worth in the December issue of D Magazine. Thank you so much for your encouragement and insights. My clip book and ‘wall of fame’ are growing – just like you told me they would!
Steve Blankenship, CFP®
Heritage Financial Planning
____________________________________________________________________________________________________________
I’ve looked to you so many times; I’ve learned from you so much. Thank you for all your great ideas. If I use only a fraction of them, I’m sure my practice will grown and prosper. We are all very fortunate to have the benefit of your guidance and creativity.
Joel Kelley, Manager
Woodstone Financial LLC
____________________________________________________________________________________________________________
Thanks so much for all your encouragement, media knowledge and just the stick-to-it attitude you give me. Your friendship is one of those special blessings in my life that I am so thankful for. When you’re in town, you and your family have an open invitation to the farm.
Marge Randles, EA, CFP®, Principal
The Practical Planner LLC
____________________________________________________________________________________________________________
Thanks for the great training and orientation session. It was SO beneficial to have marketing advice and materials absolutely focused on my new business. You seem to share our enthusiasm as planners. How fortunate to have such talent at our fingertips.
Valorie Havercamp, CFP®
Westminster, CO
____________________________________________________________________________________________________________
I've been with John Hancock and other professional organizations for dozens of years. I've been around Dale Carnegie course leaders. Their presentations don't hold a candle to yours.
Fred Meyer, CLU, ChFC,CFP®
Avon, IN
____________________________________________________________________________________________________________
I want to compliment you on the marketing structure and information you have made available. I teach this stuff and review plans for my small business clients. You have really provided the network with useful, to-the-point information. It is really helpful to me. Thanks!
Mary L. Gibson, CFP®
San Juan Batista, CA
____________________________________________________________________________________________________________
Thanks for the great training class. Not only did I learn a lot, I also had a great time. I feel very lucky that your program came along just when I needed it.
Jim Kerr, CFP®
Austin, TX
WHAT THEYRE SAYING SECTION
“Over the years I have had literally dozens of opportunities to work with ‘consultants.’ Most experiences have been less than satisfactory. Marie is truly a different story. My experience with her is so far above the rest that there is no way to compare it. If I had only found her 20 years ago I can’t imagine where she could have helped me go!”
Brent Hicks, CFP®
President, FocusPoint Solutions
“Marie Swift has been my faithful writing partner, communications coach, publicist, friend and ally since 1998. Her continued talent, energy and vision have made an enormous difference in countless professional collaborations and undertakings over the years. The depth of knowledge and commitment she contributes to all we do is priceless.”
Sheryl Garrett, CFP®
Founder, The Garrett Planning Network, Inc.
“Marie provided invaluable advice and great networking opportunities in connection with my book, The Number: A Different Way To Think About The Rest of Your Life, published in 2006. With her help, the book was widely read and discussed throughout the financial planning community, where she is widely respected and admired, and deservedly so.”
Lee Eisenberg, Best Selling Author
www.thenumberbook.com
"Marie Swift has been our publicist since 2004. In addition to being the most respected PR person in the industry, she is one of the most respected and influential figures in the world of financial planning. I so appreciate her work for the Kinder Institute of Life Planning, especially as we bridge the continents and our life planning methodologies changes lives around the world."
George Kinder, CFP®, Industry Thought-Leader
www.KinderInstitute.com
"I cannot thank you and your team enough for the outstanding service you gave me. Working with Teresa was especially wonderful. She eased my concerns and addressed every issue and request I sent her way. I am very grateful for her making the entire process an enjoyable one. She is a truly consummate professional."
Diane MacPhee, CFP®, Business Coach
www.DMACconsulting.org
Advisor Clients
"In just one year working with Impact Communications, we’ve secured a monthly column with my byline in three high-end magazines, achieved press coverage in a top-tier national publication, and established a solid relationship with our local newspaper’s business editor. The whole team is responsive and affable. Their creativity, talent and direction make Impact Communications my marketing dream team.”
Brian Puckett, JD, CPA/PFS
President, Puckett Retirement Advisors, Inc.
“Working with Impact Communications has forever changed the way I communicate with my clients. Two Web site makeovers, two brochures and a dozen marketing initiatives topped off with their high level coaching has convinced me that these people really know what they’re doing!”
Randy Hallier, CFP®
Retirement Plus, Inc. /
Financial Worshops, LLC
"This book, Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase your Profits (www.nuco.com), would not be possible without the professional contributions and unwavering dedication of my marketing communications consultant, Marie Swift. Since 1998, Marie's continued partnership, support and creative alliance has amazed and inspired me. She is my collaborator, coach, advisor and friend. Marie, I am grateful for your contributions over the years and look forward to many more."
Sheryl Garrett, CFP®
Author, Garrett's Guide to Financial Planning
Founder, The Garrett Planning Network, Inc.
“I just wanted to say thanks for the well done work on our Web site. It looks so professional and has such a wealth of information on it. I'm very pleased with how it turned out, and I'm very hopeful about growing the business. You guys are good!”
Dan Danford, MBA, CRSP, President
President, Family Investment Center, Inc.
“Marie - I have to tell you how pleasant and productive Leslie has been to work with. I think the material that she has produced will be successful. I can't wait to get these post cards mailed. My assistant commented how good it is to work with such a professional company. She said, 'They don't take themselves too seriously except when it comes to their work.' I also wanted to warn you that I have referred you to my broker/dealer. They are looking for speakers at their conferences and are talking about you addressing the top producers club. Thank you for all your good work!”
Rick Kagawa, ChFC, CLU, CFP
President, Capital Resources & Insurance, Inc.
"Working with Impact Communications has been a great experience. Their knowledge of the industry, marketing know-how and ability to get things done set them a part from the other marketing professionals we've worked with in the past. Marie and her staff are delightfully creative and responsive to our needs. The capabilities brochure and corresponding Web site makeover they did for us position us powerfully for the future."
Jane Vega, Director of Operations
Spectrum Wealth Advisors
AN OPEN LETTER FROM LANGE FINANCIAL GROUP
Though I am an advanced, seasoned marketer, I knew I could benefit from finding the right marketing consultant. I have worked with a variety of firms over the years, many of which provided some value, but never enough for me to to keep going back to again and again.
I learned about Marie and starting working with her. One of the projects I presented her was how to increase assets under management. She really listened to what I had been doing and what my strengths and weaknesses were in marketing.
Rather than trying to patch over my weaknesses, she accentuated my strengths. I happen to be good at workshops and direct mail. She designed a direct mail program consisting of a series of white papers that were originally targeted to my CPA and law clients. She had me send my target audience a three ring binder with tabs, one for each white paper. The first mailing presented the three ring binder and one white paper. The cover letter included a workshop invitation and an offer to see me personally. Then, a month later we sent another white paper and another invitation to a workshop and an invitation to see me. Then another in another month, then another in the 4th month. We will send a video next.
Though it is hard to trace the results of this mailing since we were doing other things that this mailing was part of, it is a reasonable estimate to say we picked up between $10M and $20M under management from this campaign. Of course I expect I also created a lot of interest in addition to money that is in the door. Even forgetting all the warm leads I created, depending on how long the clients stay with me, I figure it is about a 50:1 ROI. If you include Marie's fee in the calculation it is still 50:1 because her fee was so inconsequential to the value created. It worked so well I am repeating the process with a less warm list.
Marie has also helped improve our copy (despite the fact I am a seasoned student of direct marketing copy), made valuable website recommendations, helped with PR, and become a warm, welcome and trusted advisor.
Respectfully submitted,
James Lange, CPA/Attorney
Lange Financial Group
AN OPEN LETTER FROM FAMILY INVESTMENT CENTER
We started using Marie Swift and Impact Communications in early 2005, and it's made a tremendous difference for our business. For us, her contacts in the industry and national media have been extremely valuable. Our national presence in '"name" publications enhances our local reputation and attracts considerable attention. Marie and her team have also been helpful in upgrading our Web site and helping us focus on marketing activities with potential impact.
Locally, our media environment is very difficult, and that continues to be a frustration. While some may argue that a local firm might better address these issues, I doubt it. The truth is that our competitors - brokerage firms and banks - buy a lot of advertising and we don't. Our newspaper and television station take a lot of heat from other advertisers when our star shines - and that's not likely to change under anyone's professional
stewardship.
Professional help is expensive. In our case, it's been worth it because Marie knows people that we don't, and some of those folks have featured us in stories and columns. Being mentioned in Kiplinger's or the New York Times brings influence even when local journalists won't (or can't) provide similar exposure. Our business has blossomed the last two years, and one reason is our use of Impact Communications.
Dan Danford, MBA, CRSP®
Family Investment Center
AN OPEN LETTER FROM DA VINCI STRATEGIC ADVISORS
Impact Communications was referred to me by one of the planners with The Garrett Planning Network. After an extensive conversation with Marie Swift, the principal of Impact Communications, I was convinced that she clearly understood what my business focus was and the market I wanted to serve. I interviewed other marketing solutions specialists and PR agents and came to find out that most of them were too quick in spitting out solutions without asking the right questions to understand what my mission was. Marie asked all the right questions.
Marie started out by putting my mission statement on paper and only then did she and her talented team proceed with the design. By the way, I'm pleased to say that the logo and collateral package they did for me won an APEX Award in 2004.
Marie has devoted many hours of coaching me on how to get the best visibility in my community and how to gain an edge over my peers. She and her team have always delivered on time. She also spearheaded a special dinner event to help me christen my firm, which attracted many influential folks and potential clients. I have been receiving compliments from all attendees, still to this day.
So would I recommend Impact and would I use them again? Absolutely. They were one of the best investments I've ever made.
Denisa Tova, MBA, CLU, ChFC
DaVinci Strategic Advisors
AN OPEN LETTER FROM ESF FINANCIAL PLANNING GROUP
As a business owner, I was able to create my own model, values and visions for my company. However, seeing all of that encompassed in print with the logo that Marie Swift’s company designed, suddenly gives my thoughts and ideas a concrete image. Marie took the time to know me personally, share and brainstorm my values. So now, seeing my logo on letterhead, envelopes, folders and pads inspires me. I look at it, smile and know Marie has shared in my vision and given me the identity to jump-start and move my business forward.
In doing so, Iíve learned the value of outsourcing and letting Marie with her specialized skill-set make my business work smarter for me. Listen to her ideas, suggestions, and know how much she can help. I strongly encourage you to decide how much you want to do on your own, and recognize that marketing and/or creating materials is not necessarily our strength as business owners.
As she says in her own branding – Your Creative Alliance Partner. Marie has been more than just a marketing person. She’s become a coach, and a very valued business partner. I use Marie’s standard of professionalism and enthusiasm as a benchmark that every other professional must now meet before I outsource my own hard-earned business dollars.
Eileen Freiburger, CFP®
ESF Financial Planning Group
AN OPEN LETTER FROM CLINTSMAN FINANCIAL PLANNING
Having worked over 12 years for two very large consulting firms, I was spoiled by dedicated in-house experts in every facet of business ñ marketing, printing, technology, graphics, editors, etc. Upon starting my own business I feared not finding competent help in all these areas. However, my introduction to Marie Swift has been one of the most refreshing parts of starting my own business.
I was immediately impressed with Marie’s professionalism. She treats every client like they are the most important thing to her. She has an amazing way of listening to your needs and then expressing them back to you in new ways you may not have thought of. Her experience working with others in the field is invaluable in this area because it makes you feel you are talking to another financial professional who really knows your business.
Maybe most satisfying about working with Marie, though, is her incredible breadth of knowledge about her specialty – building impactful communications. Her expertise spreads from paper quality/content and font subtleties to knowledge of the most recent electronic files, computer systems, copyright laws, and of course, strategies to make the wording and meaning all work beautifully together. Because of such a wide range of knowledge, Marie is truly the one and only creative alliance partner you need if you are serious about making a first class impression for your business.
On top of it all, Marie is a very genuine person who has a very upbeat and positive attitude that makes it a pleasure to work with her. She is someone with whom you can feel good about building a long-term relationship.
Bryan Clintsman, CFP®
Clintsman Financial Planning
KUDOS SECTION
"Thank you so much for your wonderful WEBINAR on television interviews! I have now watched it MANY times, and it has been extraordinarily helpful as I have prepared for my interviews on ABC News Channel 8. They have now interviewed me eight times, and they refer to me as one of their staff. My live interviews have only been a few minutes, but I have really enjoyed the interviews as well as trying to help the public with their personal finances. Again, you have been so helpful to me, and I so much appreciate all that you do for us! ~ Everette B. Orr, CPA, CFP®, CFA®
NAPFA-Registered Financial Advisor
Orr Financial Planning, LLC
“I love working with Marie and her staff. And I can go on and on with all sorts of accolades but the best part of working with them is that they listened and performed beyond my expectations. They helped us create a great website and collateral materials. Feel free to visit our website. The proof is in the pudding.”
~ Louise Cole, CFP®
The Heritage Group of Companies
"I highly recommend Marie Swift of Impact Communications, with whom I have successfully collaborated for several years. She works exclusively with high end financial planning firms throughout the nation and has an extensive list of national media contacts who actively seek her out for her connections to members of the planning community. She has done a great job of refining my message and presenting me with opportunities to assist members of the national media who need a resource. As I understand it, she now has a waiting list, so you'd better plan ahead if you want to work with her!"
~ Ron Kelemen, CFP®
The H Group, Inc.
“You are a great communicator, Marie. That was probably the most productive 1-hour meeting I have ever attended. You have a very nice tone and way of moving things along and getting decisions made. It will be fun to work with you.”
~ Laura K. Friesen, Client Services Manager
Navigator Financial Planning, Inc.
"Sue and I wanted to let you know that we have been putting together our client deliverables with our new binders, tab sets, folders, letterhead and business cards. The result is terrific and better than we could have hoped when we started on this road. We appreciate all of your help and your tireless efforts to think things through with us and make it just right. We look forward to working with you in 2007."
~ Sheila M. Chesney, MS CFP®
Chesney & Company - Private Wealth Management
"We've received some great media exposure and it is all either directly tied to your help or from the coaching that we've received fm you. You are near the top of our "things to be thankful for" list. I was quoted in Business Week Online today. Kathryn was profiled in a full length article on Morningstar Advisor this week. I was flattered to be the subject of a Success Profile in Research magazine earlier this fall. Plus the additional little media mentions only add to our credibility as planners. Thank you so much!"
~ Bob Nusbaum, CFP®
Middle America Planning
"Phil and I are so excited, bouncing off the ceiling. We are getting confirmation that our value proposition makes sense. Since the Planting Seeds article on Morningstar Advisor hit, over 10 people from various broker dealers across the country have contacted us for more information -- and that was within the first four hours -- before noon the first day the article ran. Phil and I want you to know how grateful we are that we have the opportunity to work with Impact Communications. Your work is exceptional!"
~ Rick L. Kent, CFP®, ChFC, CFEdT
Founder, The Merit Retirement Advantage
"As someone who is just not very visual or artistic, I really enjoyed watching Christy work during the Live Document Makeover Clinic offered for members of the Garrett Planning Network. I would very much like to see this sort of clinic continue. I particularly liked the way Christy explained what she was thinking and why she made the changes she did. I found it particularly valuable when she did something because it just seemed like a better way to go. I very much appreciate the direct help on my brochure and I learned a lot by seeing other people's materials being redesigned. Christy was able to make seemingly minor changes that make a huge visual difference. Of course she makes it look so very easy; when in fact it is clear to me this is a real talent."
~ Robert Freidland, PhD
Owner, Freidland Financial Planning
"Marie did an outstanding job of facilitating the training sessions in Kansas City last week. Her warm, personal style was just what we needed tobond quickly as a group. I also very much enjoyed the personal coaching,advice and conversation at dinner that night."
~ Jeff Stukey, CFP®
Stukey Financial Planning
“Having someone who knows the industry made everything a lot easier. Not only did I get a great logo and collateral materials but I got advice about how to use them in my particular situation.”
~ Pat Rudolph, CFP®
Rudolph Financial Planning
“I received my CD and the collateral materials are fantastic, a truly professional job that I am very happy with. I am very much looking forward to you and your team working on my website. Thanks!”
~ Allen Bronton, AIF, CRC / Senior Wealth Consultant
Wealth Preservers, LLC
"Impact Communications did a totally fantastic job with my Web site. I am extremely happy. I know it was challenging on many counts, and so I appreciate all the care and effort that was put into it - and the great results."
~ Jane Wollman Rusoff, Celebrity Profiles / Industry Journalist
Legacy Profiles : www.FamilystarProductions.com
“Thank you again for all your marketing help. I am finding that the majority (85%) of my clients and prospective clients said they decided to call me after visiting my Web site. I have received so many compliments on how professional and welcoming my site is that I just had to let you know. It is by far my strongest driver of prospects and clients. The way Impact designed my Web site really seems to ‘speak’ to just the kind of client I enjoy working with. There is already a comfort level and commitment in place before I actually even speak to the prospective client. I just wanted you to know how much I appreciate your talents and those of the Impact team. Thank you!!!”
~ Deborah Winterhalter
The Grace Financial Planning Company
"Marie, congratulations on your latest communicator and design awards!!!!!! (That's one exclamation point for each award.) It has always seemed clear to
me that you are a particularly adept counselor to your financial advisory clients. As you probably well know, a lot of folks on my side of the business develop almost allergic reactions to those on your side. I've only met a few PR professionals in my career whom I have considered worthy of great professional respect, and you are certainly among that small group."
~ Executive Editor, one of the top monthly industry magazines
"Congratulations on your inclusion in this month's cover story in Investment Advisor magazine, The Gurus Speak. It's a great article and you're in good company. You are a true treasure Marie. The rest of the world is just now discovering what we've known all along. We never could have accomplished what we have without your unending devotion, faith and encouragement! Thanks for being my greatest cheerleader, trusted ally, valued business partner and dear friend."
~ Sheryl Garrett, CFP®, Founder
The Garrett Planning Network, Inc.
“Today I received my business cards back from the printer and I must let you know the following: ‘Wow!’. Please relay my elation to your graphic designer. Thank you, Marie, your graphic designer and the rest of your team on a great image!”
~ Robert S. Davis –
Financial Compass Corporation
“I just wanted to say thanks for the well done work on our Web site. It looks so professional and has such a wealth of information on it. I'm very pleased with how it turned out, and I'm very hopeful about growing the business. You guys are good!”
~ Dan Danford, MBA, CRSP, President
Family Investment Center, Inc.
"Marie - I have to tell you how pleasant and productive Leslie has been to work with. I think the material that she has produced will be successful. I can't wait to get these post cards mailed. My assistant commented how good it is to work with such a professional company. She said, 'They don't take themselves too seriously except when it comes to their work.' I also wanted to warn you that I have referred you to my broker/dealer. They are looking for speakers at their conferences and are talking about you addressing the top producers club. Thank you for all your good work!"
~ Rick Kagawa, ChFC, CLU, CFP
Capital Resources & Insurance, Inc.
"Working with Bill and Marie Swift has forever changed the way I communicate with my clients. Two Web site makeovers, two brochures and a dozen marketing initiatives topped off with their high level coaching has convinced me that these people really know what they're doing!"
~ Randy Hallier, CFP®
Retirement Plus, Inc. / Financial Worshops, LLC
"In just one year working with Impact Communications, we've secured a monthly column with my byline in three high-end magazines, achieved press coverage in a top-tier national publication, and established a solid relationship with the Daily Oklahoman's business editor. The whole team is responsive and affable. Their creativity, talent and direction make Impact Communications my marketing dream team."
~ Brian Puckett, JD, CPA/PFS
Brian Puckett Retirement Advisors, Inc.
"Working with Impact Communications has been a great experience. Their knowledge of the industry, marketing know-how and ability to get things done set them a part from the other marketing professionals we've worked with in the past. Marie and her staff are delightfully creative and responsive to our needs. The capabilities brochure and corresponding Web site makeover they did for us position us powerfully for the future."
~ Jane Vega, Director of Operations
Spectrum Wealth Advisors
“I appreciate all that you have done to coach and prepare me for working with the media. I have had a tremendous amount of success in a very short time and your coaching has been instrumental in my success! I made the cover of Financial Planning magazine, was quoted on www.thestreet.com, and will be mentioned in the next issue of Money magazine. Even better, at least three of my colleagues and Iwill be listed among the best financial planners in Dallas/Ft. Worth in the December issue of D Magazine. Thank you so much for your encouragement and insights. My clip book and ‘wall of fame’ are growing – just like you told me they would!”
~ Steve Blankenship, CFP®
Heritage Financial Planning
"Thank you for the excellent work on my Web site! You made me look like a million bucks. I can't believe I've been stalled out on trying to get a site up for over 3 years. Your help and attention to detail made the process quick and easy. And the timing couldn't have been better! Just yesterday, I got a call from a lady who wanted to come in for a Get Acquainted meeting. She had already gone to my site and checked me out, so seemed fairly 'sold' when she called. The map we added really helps people see that I am not that far outside of town. Thanks again!"
~ Marge Randles, EA, CFP®
The Practical Planner
"Marie Swift’s Marketing Muscle presentation at our annual Orange County Planners Resource Day was a hit. She was a wonderful addition to our speaker lineup, which also included Dr. Roger Ibbotson and Dr. Esmael Adibi. I’m sure the evaluation forms will show what I saw – a rapt audience, furiously taking notes. I received many positive comments about her presentation and judging from the crowd that gathered around her afterwards, she generated a very enthusiastic response."
~ Lauren Klein, CPA, CFP®
Program Chairman, Orange County Planners Resource Day
“Thank you so much for all of the terrific looking materials. I am so happy with everything. The Web site mockup and custom banner looks incredible. In fact, I look so professional, I might have to raise my rates! I also appreciate the advice on working with AdvisorSites and the printing company.”
~ Mike McHugh, Principal
McHugh Financial Planning
“Thank you so much for all your hard work getting my logo, brochures, business cards, stationary, and envelope files created. I used my stationary and envelope files for the first time today when I sent my state RIA registration materials to the Louisiana Office of Financial Institutions. They looked great! Very professional. The design and consulting fees I paid for the things I received were well worth my investment!”
~ Sherri S. Joubert, Principal
LifeDirections Financial Planning LLC
"Wow! The logo package turned out great! I also want to thank you for the positioning statement you created. I am working on the delivery daily to make sure it comes out sounding like me. I appreciate all of your help, guidance, expertise and motivation. Thanks for your continued interest in my success. It is truly a great pleasure to work with you.”
~ Matt Semeyn, Principal
MWS Financial Planning
“Thank you again, so much, for all that you have done – and that you continue to do – to make The Garrett Planning Network such a vibrant and rewarding organization. Your marketing advice and assistance has helped me tremendously to build my practice and to achieve the success that I enjoy today – three short years after joining the network. You are one of the key elements of The Garrett Planning Network and an invaluable resource. Please enjoy these two books as a token of my appreciation to you.”
~ Tim Hayes, Principal
Landmark Financial Advisory Services, LLC
“Thanks for helping us project the professional image we need to enhance our success. Your enthusiasm is contagious! Please accept this gift as a token of my appreciation.”
~ Carol Burroughs, CFP®, Principal
FORWARD Financial Planning
“Thanks for all your help over the past several years. You are an invaluable asset to The Garrett Planning Network. Don’t EVER leave!”
~ Nancy Lange, CPA, Principal
Hartland Tax and Financial Advisors
“Thanks so much for you guidance and wisdom in branding, identity and marketing this past year. You have helped make our practice much more well known. We are proud of the results, and are grateful for your counsel and efforts. Enjoy the Almond Roca; Brown & Haley makes them daily from our little town of Tacoma.”
~ Ben Jennings, CFP®, Principal
Navigator Financial Planning
“I’ve looked to you so many times; I’ve learned from you so much. Thank you for all your great ideas. If I use only a fraction of them, I’m sure my practice will grown and prosper. We are all very fortunate to have the benefit of your guidance and creativity.”
~ Joel Kelley, Manager
Woodstone Financial LLC
“Marie, I am fortunate to have you in my life – both professionally and personally. I truly appreciate your talent, insight, kindness and commitment. You really deserve all the good coming your way. You’re sensational. Thanks for everything!”
~ Mary L. Gibson, CFP®, Principal
MLG Financial Planning
“Thanks so much for all your encouragement, media knowledge and just the stick-to-it attitude you give me. Your friendship is one of those special blessings in my life that I am so thankful for. When you’re in town, you and your family have an open invitation to the farm.”
~ Marge Randles, EA, CFP®, Principal
The Practical Planner LLC
“Thanks for your huge role in marketing and promoting The Garrett Planning Network. I know that all of us members are benefiting in untold ways from your efforts.”
~ Jim Smith, Principal
Smith Financial Services
“Here’s a little something straight from the beaches of Nantucket. Thank you for all your support and guidance over the past four years.”
~ Kathy Dollard, CFP®, Principal
Nashoba Financial Planning
“Thanks for your energy, inspiration and imagination. It’s impossible to think of The Garrett Planning Network without thinking of you. You are indefatigable in showing us how we can make our practices realize their full potential. You showed me the first benefits of being a member in my first month and your timely and incomparable support made starting Goddard Financial Planning possible. I still love my business card!”
~ John Goddard, Principal
Goddard Financial Planning
“What would we do without your efforts to keep us focused on the importance of marketing!? Thanks for all your help.”
~ Karen Norman, CFP®, Principal
Norman Financial Planning
“Thank you for bringing your artistic talents to my little, slow-growing business. I now have a name I love and a logo that fits me! You bringing such an awesome energy and real knowledge to all of us. Still on my way but I will Attain It!”
~ Sherry Hinrichs, CFP®, Principal
Attain It! Financial Planning
“Thanks so much for all that you do in providing great marketing and communications coaching and ideas to us. And thanks especially for all your encouragement. I continually learn new things that I can put to work in my practice; it’s wonderful seeing how great they work! Thanks for being such a shining star for us – so, fittingly, here’s a star just for you (this is a replica of an architectural tradition from historical Texas).”
~ Deidra Fulton, CPCU, Principal
Fulton Financial Planning, Inc.
“I can’t even begin to tell you how grateful I am for all you’ve done to help me with building up Prosperity for Life. Every day when I look at the logo I am reminded of my life’s passion and the importance of continuing to move forward toward realizing my dream. Thank you for all of your coaching and creative energy. And especially for your confidence in including the financial organizer in Just Give Me the Answer$. You have the unique spiritual gift of encouragement, which has certainly been a blessing to me over the past few years. Thanks again.”
~ Suzanne Fails, CPA, CFP®, Principal
Prosperity for Life
"Congratulations on your presentations at Sucess Forum 2003! I actually received a couple of unsolicited phone calls from advisors who heard you speak. They said you were awesome -- and that you needed a good half day to communicate all your ideas and expertise. Also, congrats on completing the latest book project. You have the greatest ability to multitask over any one I have ever met. To take the largest of projects and make them happen with perfection, color, power, impact and grandjeur -- you are gifted in this. And not only in your writing and marketing communication skills but in your interpersonal skills."
~ E. Anthony Reguero, ChFC, Principal
Worldwide Investment Network
"As a featured speaker for the Michigan Association of CPAs, your keynote - Marketing your Personal Financial Services: What Matters Most - and corresponding Marketing Muscle Workshop were a very well received. For overall delivery, our members gave you a 4.87 out of 5 points. Ratings for presentation style, knowledge of subject matter and handout quality ranged from 4.6 to 4.9. Thank you for helping to make our conference a success."
~ Dan Kolasinski, Meeting Planner
MACPA
"Have I mentioned lately how much I appreciate having you on my team? As I was working through my thoughts on the conference presentation, I must have thought 10 times how good it is to have you there to help me and to make everything much better than it would ever be otherwise. What a great feeling."
~ Brent Hicks, CFP®, Principal / FocusPoint Solutions
"Marie, Congratulations on your continued success! Author … keynote speaker … marketing consultant. Your achievements in the industry are awesome. Thank you for all the years of support – we have been fortunate to have been able to partner with you since 1988. You have made such a difference in building and enhancing our business.”
~ David W. Crist, CFP®, Principal
Worldwide Investment Network
“Marie, I am so happy for you and your growth. I think you are *the best* and I would recommend you to anyone I know. They would be foolish to not bring you on as their partner. I am blessed by your leadership, your friendship and your business development skills. You will always be a Champion.”
~ E. Anthony Reguero, ChFC, Principal / Worldwide Investment Network
"Impact Communications created my promotional material for my initial venture into the professional speaking market. The material not only looked great but was exactly what the speaking industry required. She saved me years of research and work so I didn't have to reinvent the wheel to get started speaking. And, Marie booked my first speech with a national conference. Thanks, Marie and team, for your inspired work!"
~ Tom Werder, Author / Professional Speaker, "The Bull's Eye Principle"
"Probably one of the best web sites I've seen is Sheryl Garrett's financial planning site. Sheryl's firm is located in Kansas City. The neat thing about her site is that the pictures across the top of the screen are of Kansas City, so anyone looking in will recognize the places on the page and feel right at home." (Impact Communications developed and continues to maintain and improve all of Sheryl Garrett's sites.)
~ Deena Katz, CFP®, in her book "Tools and Templates for your Practice"
"Now that you have your practice set up, what do you do next? You must market your practice and to help with this vital task I recommend the services of Marie Swift. She knows her stuff!"
~ Dan O'Leary, CFP® / Tumwater, WA
"I have attended various 'marketing talks' to financial professionals. Yours was among the very best. It is obvious you truly understand what you do and what we do. Thanks for sharing."
~ Tim Fortier, CFA / Rolla, MO
"The marketing materials Marie presented are a Grand Slam. Her marketing presentation was worth the trip!"
~ Doug Hoffman, CPA/PFS / Lake Placid, NY
"I am strong with numbers but my command of the English language leaves a bit to be desired. Marie's ghost-writing skills are a lifesaver and a sanity saver."
~ Veronica Hart, CFP® / College Station, TX
"Marie's work with us on positioning statements was especially helpful. The materials were great and immediately useful."
~ Brad Bond, CFP®, EA, PE / Murrysville, PA
"I recently sent out one of the News Releases Marie Swift wrote for me. I sent out just three releases, but was happily surprised when a writer for The Washington Post called me for an interview! I ended up with a rather large profile in the Post on myself and my new fee-only practice."
~ Dean Knepper, CPA, CFP® / Leesburg, VA
The Garrett Planning Network is very lucky to have Marie Swift as marketing communications coach. Does she ever sleep? Is she a work-alcoholic? She’s unbelievable, really something else. Quick turn-around and great responses; I love it. If had 100 employees like Marie, I would be a billionaire!”
~ J. Duncan DeMoss, CFP® / Placerville, CA
"What an incredible job Marie Swift does as the virtual marketing director for The Garrett Planning Network. I really appreciate her hard work. Her worth to the network is incalculable."
~ Scott Dauenhauer, CFP® / Irvine, CA
"I have to admit, I slept through most of my marketing courses in college, but I was fascinated by the marketing presentation and the wealth of information and ideas Marie Swift provided at last week’s marketing communications class. I am very excited about the opportunities that GPN presents and I am very much looking forward to working with Marie and her team to enhance my practice."
~ Alan Schapire, CPA, CFP® / Media, PA
"Wow! The business cards and matching materials you produced for me are a big hit. Your solution of using photos of lighthouses instead of drawings of lighthouses was a stroke of genius. Thank you for doing such a wonderful job. I also appreciate your personal touch and timely service."
~ Kristine A. McKinley, CFP®, CPA / Lee's Summit, MO
"Thanks for your help and advice on getting my web site up. Also, I did receive your comments how to improve my printed marketing materials. Great advice (as usual)! You are a valuable resource to my practice!"
~ Mahlon Edwards, AAMS / Las Vegas, NV
"My assistant and I recently attended your "Marketing Fundamentals" class. We feel really good about what we learned and will be implementing several of the suggestions you provided."
~ Brett R. Smith, CFP®, CPA/PFS, MBA, MS / Boulder, CO
"Thanks for the great training and orientation session. It was SO beneficial to have marketing advice and materials absolutely focused on my new business. You seem to share our enthusiasm as planners. How fortunate to have such talent at our fingertips."
~ Valorie Havercamp, CFP® / Westminster, CO
"The marketing materials provided to date are a 'grand slam' -- and so was the value of today's marketing presentation."
~ Steve Bell, Livermore, CA
"The marketing segment of the training class provided great ideas -- a grand slam on both the materials you're providing and today's presentation. Thanks, too, for your help in scripting and producing my audio business card."
~ George Pierce, MBA, CPA, CFP® / Lexington, KY
"Thanks, too, to GPN's marketing coach for spending some personal time on the telephone with me. Her comments on how to develop my web site were very helpful."
~ Edward Ramsey, PFS/CPA, CFP® / Rockville, MD
"The marketing that has been done for GPN is awesome!!!"
~ Sherry Hinrichs / Santa Rosa, CA
"I enjoyed your "How to Build a Great Web Site" Web-Ex class yesterday. One day, I hope to be as good a financial planner as you are a marketing coach, team member and friend."
~ Steve Bell / Livermore, CA
"I've been with John Hancock and other professional organizations for dozens of years. I've been around Dale Carnegie course leaders. Their presentations don't hold a candle to yours."
~ Fred Meyer, CLU, ChFC,CFP® / Avon, IN
"I want to compliment you on the marketing structure and information you have made available. I teach this stuff and review plans for my small business clients. You have really provided the network with useful, to-the-point information. It is really helpful to me. Thanks!"
~ Mary L. Gibson, CFP® / San Juan Batista, CA
"Wow Marie! You truly live up to your reputation as marketing guru! I love the changes you made to my newspaper ad! I'm signed-up for your WebEx "Marketing Fundamentals" class this Wednesday and am really looking forward to it. Thanks again."
~ Joy Johnson, CFP® / Fairhope, AL
"In the wake of the tragedies in New York, Washington and Pennsylvania this week, thank you for providing such a good, common sense letter to us to use in our client communications. I had thought about writing something to clients, but couldn't put anything I liked together. This does it perfectly."
~ Steve Thalheimer, CFP® / Silver Spring, MD
"Thank you for the feedback on the quality of my marketing materials. I would like to say it was my brilliance, but the information and tools provided by Marie Swift have been just fabulous. This includes the sample marketing plan and coaching information provided. It is amazing to me how much work must have put in to the the templates and master coaching documents she provided. Very well done!"
~ Rick Epple / Minnestra, MN
"I just had a call from an attorney in Elk City, OK. He found me through the GPN website. He said he was impressed with my bio -- so, thanks to our wordsmith, Marie! The marketing support provided by Marie is a real plus for GPN Members. Her helpfulness is really appreciated.
~ Louise Schroeder,CFP® / Stillwater, OK
"I was very impressed by GPN's Marketing Communications Coach, Marie Swift. She brought a lot to the table and gave us many good ideas how to get in the public eye. If you want 'the gold mind of marketing,' hire Marie Swift."
~ Marge Randles, EA, CFP® / Argyle, NY
"All the marketing help and PR has been the biggest surprise after joining The Garrett Planning Network. I never expected so much media exposure, web site and marketing advice, etc. Thanks again."
~ Elaine Terrill, CFP® / Muscatine, IA
"Thanks for the great training class. Not only did I learn a lot, I also had a great time. I feel very lucky that your program came along just when I needed it."
~ Jim Kerr, CFP® / Austin, TX
