"Impact Communications has done a stellar job of doing exactly what they stated they would do. They got media results for us early in our initial nine month engagement, set up all our social media and got us going on that, and helped us strength our digital presence. Check out www.TheBoldAdvisor.com to see what I mean. Marie Swift is awesome and a consummate pro. She and I even tag-teamed on a presentation on digital marketing and brand building at an industry conference. I am thrilled with what we have accomplished so far!"
- John C. Lindsey, CFP®
Founder, Lindsey and Lindsey Wealth Management, Inc.
____________________________________________________________________________________________________________
"Marie Swift and her team did such a great job for me on my book promo, The Safe Investor: How to Make Your Money Grow in a Volatile Global Economy, that I'd like to provide a few comments on my work with them. I was introduced to Marie by Dan Kern, CEO of Advisor Partners, as they were quite pleased with Impact's results (in fact, they are still using Impact Communications' services on an ongoing basis). I also saw Marie and her team in action, while attending the Tiburon CEO Summit (this was before I hired them and I was extremely impressed with how diligently they worked). They really know the financial services industry and, in particular, the IFA market. So, for my book, they were able to get me into publications and speaking opportunities that I would normally not have been able to reach. They were also quite creative in coming up with different ways to market my book. I also like the fact that Marie is a ‘straight shooter’. She will let you know if she thinks something you are doing likely will not work. She becomes a true counselor and partner. I'd hire them again if the need for PR and credibility marketing services were to arise."
- Timothy F. McCarthy
Author/Speaker, Former Financial Services Executive at Fidelity and Schwab
www.TimMcCarthy.com
____________________________________________________________________________________________________________
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
____________________________________________________________________________________________________________
Marie Swift 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®
Main Street Financial Planning
____________________________________________________________________________________________________________
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
____________________________________________________________________________________________________________
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
____________________________________________________________________________________________________________
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 grow 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
- John C. Lindsey, CFP®
Founder, Lindsey and Lindsey Wealth Management, Inc.
____________________________________________________________________________________________________________
"Marie Swift and her team did such a great job for me on my book promo, The Safe Investor: How to Make Your Money Grow in a Volatile Global Economy, that I'd like to provide a few comments on my work with them. I was introduced to Marie by Dan Kern, CEO of Advisor Partners, as they were quite pleased with Impact's results (in fact, they are still using Impact Communications' services on an ongoing basis). I also saw Marie and her team in action, while attending the Tiburon CEO Summit (this was before I hired them and I was extremely impressed with how diligently they worked). They really know the financial services industry and, in particular, the IFA market. So, for my book, they were able to get me into publications and speaking opportunities that I would normally not have been able to reach. They were also quite creative in coming up with different ways to market my book. I also like the fact that Marie is a ‘straight shooter’. She will let you know if she thinks something you are doing likely will not work. She becomes a true counselor and partner. I'd hire them again if the need for PR and credibility marketing services were to arise."
- Timothy F. McCarthy
Author/Speaker, Former Financial Services Executive at Fidelity and Schwab
www.TimMcCarthy.com
____________________________________________________________________________________________________________
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
____________________________________________________________________________________________________________
Marie Swift 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®
Main Street Financial Planning
____________________________________________________________________________________________________________
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
____________________________________________________________________________________________________________
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
____________________________________________________________________________________________________________
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 grow 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
