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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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Sep 8, 2023

In this unique Swift Chat, recorded live in the Social/Digital Hub at the 2023 Morningstar Investment Conference (MICUS) in Chicago, honorary “Hubster” Shawna Ohm of Content 151 flips the script as she interviews Marie Swift and Jonny Swift of Impact Communications. 

The trio shares some of their marketing and PR insights in relation to some of the hot topic items at MICUS 2023 like AI. They share how firms both large and small can integrate AI in their marketing efforts to help create content, generate leads, and even help with client retention. Marie and Jonny also share some actionable takeaways for firms looking to up their PR and marketing game.

Learn more about Shawna Ohm and Content 151 here: 

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