Preview Mode Links will not work in preview mode

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

Oct 31, 2022

In this Swift Chat compilation episode from the FPA Kansas City Symposium from August 2022 and the FPA Kansas City chapter meeting in September 2022, host Marie Swift, CEO of Impact Communications, interviews a range of guests about their experiences at the events including:

Micha Baxley, Vice President of Business Development of Allianz Life Insurance Company of North America
Mike Flinn, Vice President of National Sales with BOK Financial - Advisor Trust Services
Brian Willet, CEO of Advisor Game Plan LLC
Michael Kitces, Head of Planning Strategy for Buckingham Wealth Partners
Colin Swift, Digital Media Production and Relationship Manager at Impact Communications, Inc.
Jonny Swift, Vice President and Director of Social/Digital Strategy for Impact Communications, Inc.

Learn more about the FPA Kansas City chapter events here.