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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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Nov 5, 2020

John Enright and Michael Palumbos of Custom Wealth Advisor Network (CWAN) talk with Marie Swift about how John and Mike use a proven process to be more productive, profitable and powerful when it comes to attracting the right kinds of clients. John will have his best year yet in 2020 and Mike is on track to have one of his best years ever. This video reveals their secrets.

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