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

Jun 8, 2022

In this special edition of Swift Chats recorded live at the 2022 T3 Technology Tools for Today Conference, Marie Swift and Jonny Swift interviewed a range of guests from their booth in Podcast Alley at the event. The episode features:

​- Joel Bruckenstein, President of Technology Tools for Today
- John Mackowiak, Chief Business Development Officer at Advyzon
- Nitin Seth, CEO at Incedo, Inc.
- Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions
- Michelle Feinstein, General Manager/Vice President at Salesforce
- Rich Cancro, CEO at AdvisorEngine
- Robb Baldwin , President and CEO at TradePMR
- Eric Clarke, CEO at Orion Advisor Solutions
- Mary Carlson, Ph.D., CFP®, AFC®, President at Financial Behavior Keynote Group
- Henry Zelikovsky, Chief Executive Officer at SoftLab 360
- Land Bridgers, Chief Executive Officer at Integrated Financial Group
- Kelly Vick, Client Services Coordinator at Stone Wealth Management
- Joe Saari, Founder and Head of Product at Financial Fitness Group
- Robert Pyle, CFP®, CFA, AEP®, Owner at Diversified Asset Management, Inc