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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

Sep 23, 2025

In this Swift Chat conversation, Marie Swift speaks with Michael Rose, CFP®, MST, Director of Wealth Management Research at Cerulli Associates, a leading global research, consulting, and analytics firm specializing in asset management, wealth management, and financial services, to discuss Cerulli’s 117-page 2025...


Sep 16, 2025

In this Swift Chat conversation, Marie Swift speaks with Matt Morris, CEO and co-founder of EncorEstate Plans, a comprehensive, customizable estate planning and trust funding platform that empowers financial advisors to efficiently create, update, and fund estate plans for their clients, all backed by expert legal...