Swift Chats in the Financial Services Industry: Compilation Episode from the 2023 Morningstar Investment Conference

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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 2023 Morningstar Investment Conference

Jun 7, 2023

This special Swift Chat comes to you live from the Social/Digital Hub at the 2023 Morningstar Investment Conference in Chicago - April 25-27. Hosts Marie Swift and Jonny Swift, along with Honorary Hubsters Shawna Ohm of Content 151 and Victor Gaxiola of TechGirl Financial, speak with some big names about why they love coming to the Morningstar Investment Conference, highlights from various presentations, as well as takeaways from the conversations happening in the exhibit hall.

Guests Include:

Leslie Marshall of Mesmerise
Daniel Dusina of Blue Chip Partners
Jamie Hopkins of Carson Group
Brian Portnoy of Shaping Wealth
Dr. Preston Cherry of Concurrent Financial Planning
Tyrone Ross Jr. of Turnqey Labs
Shana Sissel of Banríon Capital Management
J. Alan Reid and Alex Thaler of Iconik