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

Tips and Insights that Any Business Owner can Use to Leapfrog the Competition with Meredith Moore

Feb 24, 2021

Financial advisor Meredith Moore of Artisan Financial Strategies tells Marie Swift her backstory -- and how she has built a successful financial advisory firm that serves a loyal clientele in Atlanta. Meredith provides an array of tips and insights that any business owner can use to leapfrog the competition. Her story...

Investing with Clarity with Mark Pearson

Feb 19, 2021

Marie Swift speaks with Mark Pearson, Founder, President and Chief Investment Officer of Nepsis, Inc., a financial services firm driven to provide the power of clarity to the individual investor so that they can accomplish their investment & planning goals. Learn about the Nepsis investment philosophy and how Mark and...

Using Compliant, Quality Content to Build Trust with Chris Lamoureux

Jan 20, 2021

Marie Swift speaks with Veriday's CCO Chris Lamoureux. The topic: Content and how producing good content builds trust and leads to business growth.

Chris and Marie share a formula for getting started if you haven't already jumped on the Content bandwagon. They also discuss how to produce a steady stream of good content...

Coping Skills with Dr. Daniel Crosby

Jan 9, 2021

Marie Swift speaks with author / speaker / thought leader Daniel Crosby, Ph.D. The topic: How to cope with life's many challenges and uncertainties. After discussing the Big Five personality types and ways to better understand ourselves and other people, he offers tips on how advisors can influence clients and create...

Succession Planning Tips for Financial Advisors with Tim Wyman and Matt Trujillo

Dec 4, 2020

Marie Swift speaks with Tim Wyman and Matt Trujillo, partners, Center for Financial Planning, Inc. They talk about internal succession planning for financial advisors and how the 35-year-old firm creates career paths and partnership opportunities for next generation talent. They also offer "tuck-in" opportunities for...