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

Winning in the Digital Age with Nitin Seth

May 12, 2022

In this Swift Chat -- recorded live at the T3 Technology Tools for Today conference in Texas on May 3, 2022 -- Marie Swift of Impact Communications, Inc. speaks with Nitin Seth, CEO of Incedo, Inc., a digital transformation company. Nitin talks about the seven building blocks of successful digital transformation and...

Transforming Referrals into New Clients with Bill Cates

Apr 19, 2022

In this Swift Chat, Marie Swift speaks with Bill Cates, President of Referral Coach International and founder of the Cates Academy for Relationship Marketing about his new book Beyond Referrals, which gives advisors the tools they need to transform introductions into new clients.

The two discuss converting referrals...

Advyzon's Quantum Rebalancing Tool with John Mackowiak and Dirk Pearson

Apr 11, 2022

In this Swift Chat, Marie Swift of Impact Communications speaks with John Mackowiak, Chief Business Development Officer, and Dirk Pearson, Chief Product Officer at Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers that includes portfolio...

Achieving Balance In Life and Work with Travis Parry

Mar 24, 2022

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Travis Parry, a speaker, coach and author who has a Masters degree in Psychology and a Doctorate in Family and Human Development. Travis focuses on helping people achieve balance in their life. The two discuss what led Travis into this field and...

How Smart Advisors and Financial Services Firms are Adjusting their Marketing Sails in 2022 with Jake Wagner

Feb 3, 2022

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Jake Wagner, Founder of Digital Marketing 4FP, which offers creative marketing and fractional CMO services to fiduciary advisors and larger organizations that support independent advisors. The two talk about, what else, marketing and how smart...