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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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Aug 29, 2022

In this second episode of the new FAR Sight Advisor series brought to you by Finance of America Reverse (FAR) and their Retirement Strategies Division, Marie Swift interviews a variety of guests live at the InvestmentNews Women Adviser Summit held this summer in Denver.

Marie and the guests discussed Imposter Syndrome and if they had been misidentified in their careers due to some sort of age and/or gender bias. Some shared how at times they might not truly deserve to be in their positions, when they were actually well qualified and successful in their roles. They discuss the ways they have positioned themselves as they have grown in the industry. They touch on mentorship and bringing up the next generation of women in the profession.
​Podcast guests in order of appearance:
Kellan Brown – Finance of America Reverse 
Jean Heath – Envestnet
Mary Ellyse Fendig – Northstar Financial & Retirement Planning
John Mackowiak – Advyzon
Lucila Williams – Intentional Advisor
Laura Combs - Mercer Advisors
Renée Pichette – Mercer Advisors