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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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Apr 13, 2023

In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2023 AICPA & CIMA Personal Financial Planning Summit held at Dimensional Fund Advisors Headquarters in Austin, TX January 30 - February 1. Guests share some of their biggest takeaways from the various sessions as well as why they love attending the summit every year.  Marie also speaks with Lyle Benson, Program Chair, AICPA & CIMA Personal Financial Planning Summit 2023, shortly after the summit sharing highlights and insights.

Guests in order of Appearance:

Eddie Kramer, Shareholder and Financial Advisor at Abacus Planning Group
Rob Krueger, Senior Principal at Alexander Randolph 
Louise Hunter, former financial advisor, now retired​
Kevin Kennedy, Founder of Kennedy Wealth and Tax Management
Jonny Swift, Vice President and Director of Social/Digital Strategy at Impact Communications
KayDee Cole, Founder and CEO of Clarity Wealth Development
Susan Bradley, Founder of the Sudden Money® Institute
Lisa Crafford, Director, Head of Business Consulting at BNY Mellon | Pershing
Lyle Benson, Founder and President of L.K. Benson & Company