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

Thinking About the Future of Your Business - Live at T3 2022 with Rich Cancro

Sep 12, 2022

In this Swift Chat conversation, recorded live while at the T3 Conference in May 2022, Marie Swift of Impact Communications speaks with Rich Cancro, Founder and CEO of AdvisorEngine.

The two discuss what makes the T3 Conference so unique as well as Cancro's T3 presentation on questions that an advisor should be thinking...

Provincial Development Group, LLC with Blaine Wease

Sep 9, 2022

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Blain Wease, President of Provincial Development Group, LLC about what makes Provincial different in their approach to helping wealth management firms implement solutions. Working with RIAs and Broker Dealers, Blain shares how Provincial's...

FAR Sight Advisor Series: Imposter Syndrome and How to Handle Misplaced Perceptions Related to Age, Gender and Roles

Aug 29, 2022

In this second episode of the new FAR Sight Advisor series brought to you by Finance of America Reverse (FAR) and their Retirement Strategies Division, Marie Swift interviews a variety of guests live at the InvestmentNews Women Adviser Summit held this summer in Denver.

Marie and the guests discussed Imposter Syndrome...

FinTech's Rapid Evolution and the Ezra Group WealthTech Integration Score with Craig Iskowitz

Aug 14, 2022

In this Swift Chat, Marie Swift speaks with Craig Iskowitz, Founder and CEO of Ezra Group, a boutique strategy consulting and research firm. The two discuss the new Ezra Group WealthTech Integration Score, a unique score for FinTech vendors to help wealth management firms build seamless integrated tech stacks. Craig...

Compilation Episode from the IWI ACE Academy 2022

Jul 15, 2022

In this special edition Swift Chat from the Investments & Wealth Institute's ACE Academy 2022, Marie Swift interviews a range of guests from the IWI Digital Hive including:

Jeffrey Levine, Chief Planning Officer of Buckingham Strategic Wealth Partners

Stephen J. Resch, Vice President of Retirement Strategies of Finance...