Swift Chats in the Financial Services Industry: Compilation episode from the 2022 MarketCounsel Summit

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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

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 Showcase. Links to the video clips are below.

Guests in Order of Appearance:

Joel Bruckenstein, Founder of T3 - Technology Tools for Today
Craig Iskowitz, Founder and CEO of the Ezra Group, LLC
Shannon Rosic, Director of WealthStack Content & Solutions at Informa
Robert Steinberg, Founder and CEO of Blue Chip Partners, Inc.
Jonathan Ainsley, Founder and CEO of InvestInU
Martin Tarlie, Portfolio Manager and Research Analyst at GMO
Eric Showalter, Founder and Principal at Arbor Private Wealth, LLC

There are soooooo many great insights in this "recorded live at a conference" episode. Listen in!

Link to video interviews here.