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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

  1. All Episodes
  2. 2020
  3. 05

Best Ways for Advisors to "Create Their Own Economies" During Challenging Times with Joe Lukacs

May 20, 2020

Joe Lukacs, Founder of Magellan Mastermind & Network, discusses client communications and marketing financial services in a digital world where so many more people are working from home, seeking good information and advice, and feeling the stress that has come with the COVID-19 lock-downs.

Joe talks with Marie Swift...

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How the ACP System™ Helps Advisors Maintain Their Client Base with Hannah Bryant & Chip Simon

May 1, 2020

ACP advisors Hannah Basil Bryant, CFP®, and Chip Simon, CFP®, join Marie Swift and explain how the ACP System™ helps advisors maintain their client base (and their revenue) and why their clients feel safe and secure through market downturns, even during the current worldwide health and financial crisis.

Learn more...

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