Jonny Swift - Previous speaking engagements include:

• AICPA 2023 PFP & CIMA Summit
• Dimensional Fund Advisors Study Groups, virtual and live
• Alliance of Comprehensive Planners (ACP) Conferences and Webinars
• NAPFA National and Regional events, live and virtual
• Barron's Top Women Advisors Summit, live
• Morningstar Investment Conferences, live and virtual
• Advisor Thought Leader Summits, live
• FPA Chapter Meetings, live and virtual
• Numerous coaching and creative sessions for Impact Clients and Strategic Partners, live and virtual

Co-host of:

• Swift Chat video and podcast interview series
• NAPFA's Playbook practice management virtual training series

Producer of:

• NAPFA's Mindset Mastery podcast series
• NAPFA Nation podcast series
• ACP Practical Wisdom podcast series
• Morningstar Social/Digital Hub podcast and video series
• Numerous financial podcasts, webinars, video series, white papers, interactive quizzes, and online forms for other Impact clients

​Articles and expert comments published by:

• Forbes
• Financial Planning Magazine
• Wealth Management Magazine
• NAPFA Advisor Magazine
• SmartAsset
• ​Yahoo! Finance
• Best Practices in the Financial Services Industry blog

---

Marie Swift - Previous speaking engagements include:

• Equita Financial Network
• Carson Institutional Partners Summit
• Carson's Excel Conference
• Lockwood University
• Financial Experts Network Webinar
• SEI Investments Webinar
• Sourcemedia Executive Series
• Sourcemedia Women Advisors Summit
• InvestmentNews Women Advisor Summit
• Financial Planning magazine Series
• Financial Advisor magazine conference
• Loring Ward Conferences
• TradePMR Conference
• Securities America Conferences
• Cetera Top Advisor Conference
• fi360 Annual Conference
• Fidelity Inside Track, 8-City Tour
• Pershing Insite Conference
• TD Ameritrade LINC Conference
• Investment Advisors Association Meeting
• MMI Conference
• AICPA PFP & CIMA Summits
• CreativeOne's OneSummit
• ClientWise Super Ensemble Group
• CEO Worldwide/FA Magazine FA Growth Summit
• Alliance of Comprehensive Planners (ACP) Conferences
• Barron's Top Women Advisors Conference
• Dimensional Fund Advisors Workshops and Marketing Summits
• Schwab Advisor Services Workshops and National Conference
• Transamerica Financial Services National Conference
• Investacorp National Conferences
• Garrett Planning Network Retreats
• Kinder Institute Retreats
• Advisor Thought Leader Summits
• T3 Tech Conferences
• Bob Veres Insider's Forums
• Jolt! Advisor Marketing Conference
• NAPFA National and Regional events, live and virtual
• InvestmentNews' Women To Watch celebration of 2019 and 2020 winners
• Investments & Wealth Institute media training for board members
• Morningstar Investment Conferences, live and virtual
• RIA Channel webinar for Allianz Advisory Solutions Division
• Integrated Financial Group / LPL
• Strategic partner webinars and podcast appearances

Host of co-host of:

• Swift Chat video and podcast interview series
• NAPFA Nation podcast series
• NAPFA's Mindset Mastery podcast series
• NAPFA's Playbook practice management virtual training series

Articles and expert comments published by:

Forbes, MarketWatch, Barron’s, Wall Street Journal, ValiantCEO, Thrive Insider, Associated Press, Inside Information, Business Digest, Executive Roundtable Journal, NAPFA Advisor magazine, MorningstarAdvisor.com, Horsesmouth.com, Guidevine.com, WealthManagement.com, Financial Planning magazine, Financial Advisor magazine, RIABiz, RIA Intel, Advisor Perspectives, ThinkAdvisor, Investment Advisor magazine, On Wall Street magazine, Research magazine.

Served 3 years as the Managing Editor for and was a frequent contributor to Informa's Executive Roundtable Journal.

Mastermind and Creator of:

• The 2020 "Conversations That Matter" Project in partnership with Allianz
• The 2022 "Skills That Matter" Project
• 2018 and 2019 Advisor Thought Leader Summits
• Interactive coaching stations at TD Ameritrade conferences
• Morningstar's Experiential Learning Center, The Social/Digital Hub
• Investments & Wealth Institute's Experiential Learning Center, The Digital Hive
• Interactive coaching stations at GPN, ACP, T3, and Loring Ward conferences
• NAPFA's Playbook Webinar Series
• NAPFA's Mindset Mastery Podcast Series
• NAPFA Nation Podcast Series
• Twitter Live with FPA Thought Leaders
• Social Media Boot Camps for FPA and NAPFA
• PR Mastermind programs developed for Securities America, Cetera and Loring Ward
• Media Mastery University