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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.

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Jul 12, 2023

In this special episode of Swift Chats, taped live at the #MICUS Podcast Stage, Hosts Jonny Swift and Marie Swift recap highlights and insights from the 2023 Morningstar Investment Conference with Mary Beth Franklin, Contributing Columnist at InvestmentNews and Laura Carstensen, Director of the Stanford Center on...