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

T3 Hot & Happening 2026 – Part 2: AI, Automation, and the Future of Advice

May 4, 2026

The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what’s next in the financial services industry. From AI University to...

T3 Hot & Happening 2026 – Part 1: Building Smarter Advisor Relationships with Maximizer

Apr 7, 2026

Agentic AI, GenAI, WealthTech Knowledge, T3, and more with John O'Connell

Jan 13, 2026

John O'Connell of The Oasis Group and Marie Swift of Impact Communications dig into predictions for 2026 when it comes to AI and technology for wealth managers, investment advisors, and financial planners. They cover AI Meeting aids, Agentic AI, Brand Voice Guidelines and custom GPTs, prompt engineering, and so much...

Unpacking 45 Years of Financial Planning Evolution with Bob Veres

Dec 9, 2025

In this Swift Chat conversation, Marie Swift speaks with renowned industry commentator and author Bob Veres to explore his sweeping new book, “A Behind the Scenes History of Financial Planning and the Profession: My 45-Year Journey as an Insider.”

Veres shares how he went from knowing almost nothing about financial...

How Independent Advisors Can Stand Out in the Age of AI Search with Paul Gilbert and Shawna Ohm

Dec 4, 2025

In this Swift Chat conversation, Marie Swift speaks with Paul Gilbert, Marketing Manager at Myriad Advisor Solutions, a long-established, full-service business advisory firm, and Shawna Ohm, Founder of Content 151, a customized content and marketing solution for independent financial advisors, to discuss...