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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

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  2. Compilation Episode from the 2023 T3 Technology Tools for Today Advisor Conference

Compilation Episode from the 2023 T3 Technology Tools for Today Advisor Conference

May 25, 2023

In this special Swift Chats, we're live at the 2023 T3 - Technology Tools for Today Advisor Conference in Tampa, which took place March 13-16. Host Marie Swift talks with an array of guests in the T3 Podcast Station powered by Myriad Advisor Solutions about their big takeaways from #T32023, as well as why they love the T3 community and keep coming back to the T3 conference year after year. A few of the VIP guests even discuss some big announcements shared at the conference.

Guests include:

Bridget Grimes and Katie Burke of Equita Financial Network
Robert Steinberg of Blue Chip Partners
Christophe Gauthron of Kwanti
Mike Lecours of fpPathfinder
Ryan Marcus of MarketCounsel