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 Aqueduct Strategy with Ariel Acuna

Jun 29, 2021

Marie Swift of Impact Communications, Inc., speaks with Ariel Acuna, creator of The Aqueduct Strategy. This top-performing investment strategy is available to RIAs on the Fidelity Separate Account Network.

Ariel, who has worked with his own clientele as a financial advisor for nearly 30 years, created The Aqueduct...

Run a Better Financial Advisory Business with Matt Sonnen and Marwa Zakharia

Jun 15, 2021

In this Swift Chat, Marie Swift of Impact Communications, Inc., speaks with Marwa Zakharia, CEO of AssetBook, and Matt Sonnen, CEO of PFI Advisors.

Marwa, Matt and Marie have so many common interests -- and you'll learn all about them and pick up some golden nuggets to help you run a better financial advisory business...

Household Hysterics, Story Listening, Statements and more with Dr. Preston Cherry

Jun 1, 2021

In this Swift Chat, Marie Swift of Impact Communications, Inc., speaks with Preston D. Cherry, Ph.D., CFP®, of Concurrent Financial Planning, LLC. Dr. Cherry is also Assistant Professor of Finance & Personal Financial Planning in the School of Business at the University of Wisconsin Green Bay.

Preston shares his...