Swift Chats in the Financial Services Industry

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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

Exploring the Idea of Doing Crisis Focus Groups with Steve Wershing

Mar 23, 2020

Financial advisors: Your clients need to hear from you now more than ever. Are you saying the right things? In this podcast episode, Marie Swift of Impact Communications interviews Steve Wershing of The Client Driven Practice to explore the idea of doing Crisis Focus Groups - using a virtual, turnkey service - as a way...