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

Marketing Trends for Financial Advisors Who Want to Stand Out with Angel Gonzalez

Aug 27, 2021

In this Swift Chat interview, Jonny Swift of Impact Communications speaks with Angel Gonzalez, Chief Marketing Officer and Co-Founder of Snappy Kraken, a marketing automation and growth platform for financial services professionals.

Learn about what's working for advisors today when it comes to digital marketing and...

How Client Feedback Tools Can Empower Financial Advisors with Chris Manker

Aug 14, 2021

Marie Swift of Impact Communications, Inc. (Impact), speaks with Chris Manker of NEXA Insights, LLC (Nexa).

How can financial advisors and their firms use client feedback to empower their people, inform their marketing strategy, improve client communications, solidify client relationships, uncover potential referrals...

Digital Marketing for Financial Advisors with Claire Akin

Aug 1, 2021

Marie Swift of Impact Communications, Inc. (Impact), speaks with Claire Akin of Indigo Marketing Agency (Indigo).

While Impact and Indigo both offer content creation and social media / digital marketing solutions for independent financial advisors, the firms have different strengths and philosophies -- in fact, Impact...

The Aqueduct Strategy with Ariel Acuna

Jun 29, 2021

Marie Swift of Impact Communications, Inc., speaks with Ariel Acuna, creator of The Aqueduct Strategy. This top-performing investment strategy is available to RIAs on the Fidelity Separate Account Network.

Ariel, who has worked with his own clientele as a financial advisor for nearly 30 years, created The Aqueduct...

Run a Better Financial Advisory Business with Matt Sonnen and Marwa Zakharia

Jun 15, 2021

In this Swift Chat, Marie Swift of Impact Communications, Inc., speaks with Marwa Zakharia, CEO of AssetBook, and Matt Sonnen, CEO of PFI Advisors.

Marwa, Matt and Marie have so many common interests -- and you'll learn all about them and pick up some golden nuggets to help you run a better financial advisory business...