Show cover of Swift Chats in the Financial Services Industry

Swift Chats in the Financial Services Industry

Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations. Learn more at https://www.ImpactCommunications.org

Tracks

Compilation Episode from the IWI ACE Academy 2022 38:21 07/15/2022
Compilation Episode from the Morningstar Investment Conference 2022 19:39 07/05/2022
FAR Sight Advisor Series: How Global Pandemics and World Events Affect the World of Client Service and Financial Advice 50:23 06/24/2022
Don't Call It "Financial Planning" with Reese Harper 35:32 06/20/2022
Compilation Episode from the 2022 T3 Technology Tools for Today Conference 32:11 06/08/2022
Navigating a Changing Environment with Carl Richards 06:55 05/24/2022
Winning in the Digital Age with Nitin Seth 13:17 05/12/2022
Transforming Referrals into New Clients with Bill Cates 16:17 04/19/2022
Advyzon's Quantum Rebalancing Tool with John Mackowiak and Dirk Pearson 13:41 04/11/2022
Achieving Balance In Life and Work with Travis Parry 23:06 03/24/2022
Lead Generation Using White Glove Workshops with Brad Swineheart 27:03 01/25/2022
Marketing Systematically to a Niche with Alex Cavalieri 25:49 01/04/2022
Reducing Portfolio Risk in Retirement with Phil Walker 20:18 12/04/2021
Women, Wealth and Social Change with Haleh Moddasser 30:14 11/23/2021
Compilation Episode from the Social/Digital Hub at the 2021 Morningstar Investment Conference 33:52 11/02/2021
Marketing Trends for Financial Advisors Who Want to Stand Out with Angel Gonzalez 20:00 08/27/2021
How Client Feedback Tools Can Empower Financial Advisors with Chris Manker 33:03 08/14/2021
Digital Marketing for Financial Advisors with Claire Akin 25:53 08/01/2021
The Aqueduct Strategy with Ariel Acuna 10:53 06/29/2021
Run a Better Financial Advisory Business with Matt Sonnen and Marwa Zakharia 32:01 06/15/2021
Household Hysterics, Story Listening, Statements and more with Dr. Preston Cherry 19:06 06/01/2021
Top Tips for Independent Business Owners with Sam Brownell 20:24 05/18/2021
Tips and Insights that Any Business Owner can Use to Leapfrog the Competition with Meredith Moore 21:26 02/24/2021
Investing with Clarity with Mark Pearson 13:02 02/19/2021
Using Compliant, Quality Content to Build Trust with Chris Lamoureux 20:21 01/20/2021
Succession Planning Tips for Financial Advisors with Tim Wyman and Matt Trujillo 25:04 12/04/2020
Why You Really Need a Good Business Plan - and How to Get Yours Done the Right Way with Joe Lukacs 48:26 11/20/2020
Why Advisors Should Think of Themselves as a Guide in a Changing Landscape with "The Sketch Guy" Carl Richards 14:25 11/14/2020
How to Use a Proven Process to Attract the Right Kinds of Clients with John Enright & Michael Palumbos 23:58 11/05/2020
The Alliance of Comprehensive Planners and the ACP Annual Conference with Josh Cutler 10:50 10/10/2020