Internal Training/Speaking Engagements
Founder of Impact Communications and a leader in the PR and marketing communications industry, Marie Swift is available to speak at your company events. Rising star Jonny Swift, VP at Impact Communications, is also in demand as a trainer, speaker, and facilitator.
|
Popular topics include:
|
|
About Marie Swift
Marie Swift is the founder and CEO of Impact Communications, a full-service PR and marketing communications firm she established in 1993 to serve independent financial advisors, RIAs, wealthtech innovators, and allied financial services organizations. A recognized thought leader in the financial services profession, she is known for her writing, podcasts, and multimedia content that help advisors and institutions elevate their brands and professional communications. Over the years, Swift has been a sought-after speaker at major industry events, presenting on marketing, PR, and practice management topics at conferences hosted by organizations such as the Investment Adviser Association (IAA), the Financial Planning Association (FPA) (including FPA NorCal), NAPFA, Morningstar, TD Ameritrade, Schwab, Pershing, Fidelity, Transamerica, Dimensional Advisor Funds Symposiums, AICPA/PFP Summits, and other leading networks and institutions.
She frequently speaks on marketing and communications strategies for independent financial advisors, including how to clarify target markets, messaging, and mediums so firms can grow in a smart, consistent way. Her talks often cover client communication best practices such as newsletters, blogs, podcasts, webinars, videos, and surveys, with an emphasis on creating authentic, personable content that deepens relationships and generates referrals. In recent years she has added sessions on using generative AI and other digital tools to streamline content creation while preserving an advisor’s unique voice and culture. Other recurring themes include leveraging PR and social media for credibility, optimizing digital presence, and blending traditional marketing techniques with modern fintech and compliance‑aware strategies, particularly around evolving regulations like the SEC marketing rule.
She frequently speaks on marketing and communications strategies for independent financial advisors, including how to clarify target markets, messaging, and mediums so firms can grow in a smart, consistent way. Her talks often cover client communication best practices such as newsletters, blogs, podcasts, webinars, videos, and surveys, with an emphasis on creating authentic, personable content that deepens relationships and generates referrals. In recent years she has added sessions on using generative AI and other digital tools to streamline content creation while preserving an advisor’s unique voice and culture. Other recurring themes include leveraging PR and social media for credibility, optimizing digital presence, and blending traditional marketing techniques with modern fintech and compliance‑aware strategies, particularly around evolving regulations like the SEC marketing rule.
About Jonny Swift
Jonny Swift is the President of Impact Communications, a full-service marketing and PR agency serving independent financial advisors, RIAs, fintech innovators, and allied financial services organizations. Since joining Impact Communications in 2013, Swift has played a key leadership role in helping advisory firms and financial industry brands clarify their messaging, modernize their marketing, and deepen engagement through authentic, multimedia storytelling. A specialist in digital strategy, brand design, and content marketing, he oversees strategic planning, creative direction, and business development for the firm, working closely with clients and partners to drive measurable results.
Swift is a frequently invited speaker and panelist at financial industry events, sharing his expertise on website usability, branding, SEO, social media, video marketing, and leveraging technology to strengthen online presence and client engagement. His sessions often explore practical ways advisors can integrate digital tools and automation while maintaining a personalized, relationship-first approach. He is particularly passionate about helping next-generation advisors and firms reimagine marketing for the evolving wealth management landscape — blending data-driven insights with creativity and emotional intelligence. He's appeared on stage at AICPA/PFP Symposiums, the Alliance of Comprehensive Planners Conference, FPA, NAPFA, and the Advisor Thought Leader Summit.
In addition to his leadership at Impact, Swift co-hosts Swift Chats in the Financial Services Industry, a podcast that brings together thought leaders across the financial planning, fintech, and practice management ecosystems. He continues to champion innovation and integrity in advisor communications, carrying forward Impact’s three-decade legacy of helping financial professionals communicate with purpose and impact.
Swift is a frequently invited speaker and panelist at financial industry events, sharing his expertise on website usability, branding, SEO, social media, video marketing, and leveraging technology to strengthen online presence and client engagement. His sessions often explore practical ways advisors can integrate digital tools and automation while maintaining a personalized, relationship-first approach. He is particularly passionate about helping next-generation advisors and firms reimagine marketing for the evolving wealth management landscape — blending data-driven insights with creativity and emotional intelligence. He's appeared on stage at AICPA/PFP Symposiums, the Alliance of Comprehensive Planners Conference, FPA, NAPFA, and the Advisor Thought Leader Summit.
In addition to his leadership at Impact, Swift co-hosts Swift Chats in the Financial Services Industry, a podcast that brings together thought leaders across the financial planning, fintech, and practice management ecosystems. He continues to champion innovation and integrity in advisor communications, carrying forward Impact’s three-decade legacy of helping financial professionals communicate with purpose and impact.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
