Swift Chats in the Financial Services Industry

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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

The Alliance of Comprehensive Planners and the ACP Annual Conference with Josh Cutler

Oct 10, 2020

Josh Cutler of Bluestem Financial Advisors, LLC talks with Marie Swift on why he is proud to be a member of the Alliance of Comprehensive Planners (ACP) and how he and the ACP annual conference task force planned for and shifted to a virtual event once the pandemic became a reality in 2020.

The conference takes place...

How Advisors and Their Clients Have Adjusted to the Challenges Posed by 2020 with Heather Kelly

Oct 2, 2020

Heather Kelly, SVP of Advisory and Strategic Accounts at Allianz Life Insurance Company of North America, speaks with Marie Swift about how advisors and their clients have adjusted to the challenges posed by 2020. Heather also talks about risk mitigation products and how Allianz is stepping up to help...