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

FAR Sight Advisor Series: How Global Pandemics and World Events Affect the World of Client Service and Financial Advice

Jun 24, 2022

In this first episode of the new Swift Chat / FAR Sight Advisor series from Finance America Reverse (FAR) and their Retirement Strategies Division: A select group of financial planning practitioners and financial services professionals participated in a live roundtable setting to talk about the most pressing challenges...

Don't Call It "Financial Planning" with Reese Harper

Jun 20, 2022

In this Swift Chat video conversation, Marie Swift speaks with Reese Harper CFP, CEO of the Elements Financial Planning System about his innovative software system and how it can support financial advisors throughout their practice from client acquisition to portfolio management to client engagement.

The two discuss how...

Compilation Episode from the 2022 T3 Technology Tools for Today Conference

Jun 8, 2022

In this special edition of Swift Chats recorded live at the 2022 T3 Technology Tools for Today Conference, Marie Swift and Jonny Swift interviewed a range of guests from their booth in Podcast Alley at the event. The episode features:

- Joel Bruckenstein, President of Technology Tools for Today
- John...

Navigating a Changing Environment with Carl Richards

May 24, 2022

In this Swift Chat Conversation, Marie Swift speaks with Carl Richards of the Society of Advice and author of 'The Behavior Gap' a the the Jolt! Conference about the vulnerability underlying advisors' marketing questions and helping clients navigate change beyond the financial...

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...