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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

Aug 8, 2020

John Bowen of CEG Worldwide talks with Marie Swift about how advisors who have positioned themselves as a pandemic experts are getting an unfair, competitive advantage + how the opportunity to capture additional assets now has never been greater.

In addition to watching this video interview, be sure to download the free...