"If you are looking for a good PR firm to get your FinServe or FinTech firm noticed, Impact Communications is excellent. They work primarily with advisors and a handful of wealth tech / financial service institutions, helping them get recognized. They have an excellent understanding of the advisory market and are very talented. In financial planning circles, Impact founder Marie Swift 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 Impact’s services, and all have been very satisfied.”
- Joel P. Bruckenstein, CFP®, President, Technology Tools for Today
- Joel P. Bruckenstein, CFP®, President, Technology Tools for Today
“I am happy to recommend Impact Communications to anyone looking for a true partner, not just another vendor. Impact uniquely combines decades of wealth management industry experience (and the longstanding relationships that come with it) with PR expertise that is second to none. Working with them has significantly enhanced Advyzon’s profile and supercharged our growth."
- John Mackowiak, Chief Revenue Officer of Advyzon
- John Mackowiak, Chief Revenue Officer of Advyzon
“Impact Communications has been the perfect strategic partner to amplify everything related to our brand and public presence. They are responsive with innovative and customized solutions for all of the needs of my firm.”
- James Bogart, President & CEO of Bogart Wealth
- James Bogart, President & CEO of Bogart Wealth
"Our IWA team continues to strengthen and thrive. Our team members have been quoted in several financial publications this year. These prestigious periodicals include The Wall Street Journal, Forbes, Fortune, US News & World Report, and Authority Magazine, among others. Now in our fourth year of working with world-class marketing and public relations firm, Impact Communications, we have established a fertile landscape for our firm in the area of thought leadership and media activity."
- Charlie Lutz, President, Intercontinental Wealth Advisors
- Charlie Lutz, President, Intercontinental Wealth Advisors
"Katie and I are both so thrilled to have you as collaborative partners. We feel that you hear us, which is awesome. Thank you for believing in our mission and our vision. We are excited for the future of Equita Financial Network!"
- Bridget Venus Grimes, CFP®, Equita Financial Network
- Bridget Venus Grimes, CFP®, Equita Financial Network
"I just wanted to take a moment to say how much I've enjoyed the NAPFA Playbook series hosted by Marie Swift and supported by Jonny Swift of Impact Communications. The current series on the power of niching has been enlightening. I've loved the conversations and learned a ton from other RIAs who've built their focused practices! The previous program on improving the client experience and attracting ideal clients was precisely what I needed then! The tips and tricks were well worth the time investment. Better yet, the sense of community was palpable despite being virtual. My take is that the organization is full of thoughtful, fiduciary experts who sometimes struggle to get the word out. The world needs to know about these great advisors! Kudos to NAPFA and Impact Communications for addressing this marketing opportunity head-on! Frankly, the Playbook series have been the highlight of my NAPFA membership to date. I can't wait for the next ones!"
- Kevin Estes, Founder and Financial Advisor, Scaled Finance, LLC
- Kevin Estes, Founder and Financial Advisor, Scaled Finance, LLC
"Thanks for inviting me to attend the webinar on using ChatGPT and other AI tools to create client-centered content. I am in the 7% of respondents in the webinar poll who said I was not using AI because of skepticism. I realized I have the foodie-coffee-wine-content snobbery in common with you, Marie, and that this was at the root of my resistance. Helping me see that was a big gift—thank you for the webinar invitation, for gifting me a ticket, and for its value. You cracked open a door of possibility: that I can continue to look and sound like myself while making content creation more efficient. Thank you!"
Miriam Whiteley, CFP®, RLP®, CeFT®, LifeCraft Financial Planning, LLC
Miriam Whiteley, CFP®, RLP®, CeFT®, LifeCraft Financial Planning, LLC
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Recorded without prompting from Impact Communications, while this client was attending the WealthManagement.com Wealthies Awards in Manhattan, August 2022:
“I just wanted to sincerely thank you for all the wonderful service, not just in PR but actually some of your judgement, your copy, some of your ideas. They’ve made a substantial difference to both my business and to me personally. Thank you!" ~ James Lange, CPA, JD, President, Lange Financial Group, LLC |
“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
~ Lee Eisenberg, Best Selling Author
"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
~ Rick L. Kent, CFP®, ChFC, CFEdT, Founder, The Merit Retirement Advantage
“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
~ Randy Hallier, CFP®, Retirement Plus, Inc. /Financial Worshops, LLC
“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, President, Family Investment Center, Inc.
~ Dan Danford, President, Family Investment Center, Inc.
“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®, founder, FocusPoint Solutions
~ Brent Hicks, CFP®, founder, FocusPoint Solutions
"Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase your Profits, 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®, Founder, The Garrett Planning Network, Inc.
~ Sheryl Garrett, CFP®, Founder, The Garrett Planning Network, Inc.
"In just one year working with Impact Communications, we 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, Align Wealth Management
~ Brian Puckett, JD, CPA/PFS, Align Wealth Management
"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
~ Diane MacPhee, CFP®, Business Coach
"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, CEO, Good Money Framework
~ Derrick Kinney, CEO, Good Money Framework
"Marie Swift was our publicist in 2004 and 2005. 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
~ George Kinder, CFP®, Industry Thought-Leader
“I have had the pleasure of working with Marie Swift 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, former Editor in Chief, Financial Planning magazine
~ Marion Asnes, former Editor in Chief, Financial Planning magazine
