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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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Mar 23, 2020

Financial advisors: Your clients need to hear from you now more than ever. Are you saying the right things? In this podcast episode, Marie Swift of Impact Communications interviews Steve Wershing of The Client Driven Practice to explore the idea of doing Crisis Focus Groups - using a virtual, turnkey service - as a way to understand:

- If you are you reaching out too little, too much, or just the right amount
- How people want to be updated - emails, letters, calls, meetings, video chat, group or individual
- What is most helpful about what you have been saying/sending - What is not helping
- Their biggest concerns

Once you understand these things, then you can tailor your messages to your clients and maximize their effectiveness. We are living in an unprecedented time and you want to give your clients exactly what they need to manage through all the challenges.

Learn more about the virtual focus group service at