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

Compilation episode from the 2022 MarketCounsel Summit

Dec 26, 2022

In this special Swift Chat episode, Marie Swift interviews a range of guests from the 2022 MarketCounsel Summit held at the Four Seasons Las Vegas December 5-8, 2022. While the audio clips have been stitched together to create one full podcast episode, the video interviews are available as single clips on a Vimeo...

Know The Game You're Playing with James Lange

Nov 23, 2022

In this Swift Chat conversation, Marie Swift speaks with James Lange of Lange Financial Group, LLC about how to cut through the noise of an endless stream of marketing campaigns. Companies like yours may think they're playing baseball, but customers and clients are actually playing dodgeball.

The two discuss how Lange's...

FPA Kansas City Compilation Episode with Michael Kitces, Micha Baxley, and More (August and September 2022 Events)

Oct 31, 2022

In this Swift Chat compilation episode from the FPA Kansas City Symposium from August 2022 and the FPA Kansas City chapter meeting in September 2022, host Marie Swift, CEO of Impact Communications, interviews a range of guests about their experiences at the events including:

- Micha Baxley, Vice President of Business...

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...