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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.

Learn more at https://www.ImpactCommunications.org

Nov 23, 2022

In this Swift Chat conversation, Marie Swift speaks with James Lange of Lange Financial Group, LLC about how to cut through the noise of an endless stream of marketing campaigns. Companies like yours may think they're playing baseball, but customers and clients are actually playing dodgeball.

The two discuss how Lange's own experiences inspired him to move into the niche of fincnail advice for parents of special-needs children, the best ways to connect with potential clients, and the overlooked value of paper mail. 

You can learn more about Lange's work at www.PayTaxesLater.com and you can access the Special Advisory Report for parents with special needs children at www.DisabledChildPlanning.com