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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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Jun 24, 2022

In this first episode of the new Swift Chat / FAR Sight Advisor series from Finance America Reverse (FAR) and their Retirement Strategies Division: A select group of financial planning practitioners and financial services professionals participated in a live roundtable setting to talk about the most pressing challenges and concerns as well as the most important opportunities facing advisors today while they were all together at the FPA Retreat in April 2022. 

As moderator of the roundtable gathering, Marie Swift kicked off the conversation by asking the participants to reflect back to March 2020 as the pandemic realities kicked in and, to more importantly, fast forward to today and tell us how things are going, what they have seen and put in place to better serve their clients, and where they are headed as the future unfolds.

Participating at the Advisor Round Table in Austin were:

  1. Kellan Brown, FAR
  2. David Harbeitner, Pinnacle Wealth Planning
  3. Kyra Hollowell Morris, Morris Financial Concepts
  4. Jamie Hopkins, Carson Group
  5. Rick Kahler, Kahler Financial Group
  6. Craig Lemoine, University of Illinois
  7. Hannah Moore, Amplified Planning
  8. Ross Patterson, Simaris Financial
  9. Steve Resch, FAR
  10. Kacie Swartz, Stone Wealth Management
  11. Phil Walker, FAR
  12. Marie Swift, Impact Communications