Swift Chats in the Financial Services Industry

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

Reducing Portfolio Risk in Retirement with Phil Walker

Dec 4, 2021

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Phil Walker, who is with the Retirement Strategies Division at Finance of America - Reverse. The two talk about how financial advisors can reduce portfolio risk for their clients who need consistent income streams during retirement -...

Women, Wealth and Social Change with Haleh Moddasser

Nov 23, 2021

In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Haleh Moddasser of Stearns Financial Group. The two talk about Haleh's new podcast "Women On Top with Haleh Moddasser," Haleh's two books (one on gray divorce and one on ESG investing), and how Haleh sees the role of women in...

Compilation Episode from the Social/Digital Hub at the 2021 Morningstar Investment Conference

Nov 2, 2021

Listen to a compilation episode recorded live at the #OpenMic podcast station in the Social/Digital Hub at the Morningstar Investment Conference, September 22-24, 2021 at the McCormick Center in Chicago. Marie and Jonny sat down with a handful of conference attendees to discuss the various ways they overcame the...

Marketing Trends for Financial Advisors Who Want to Stand Out with Angel Gonzalez

Aug 27, 2021

In this Swift Chat interview, Jonny Swift of Impact Communications speaks with Angel Gonzalez, Chief Marketing Officer and Co-Founder of Snappy Kraken, a marketing automation and growth platform for financial services professionals.

Learn about what's working for advisors today when it comes to digital marketing and...

How Client Feedback Tools Can Empower Financial Advisors with Chris Manker

Aug 14, 2021

Marie Swift of Impact Communications, Inc. (Impact), speaks with Chris Manker of NEXA Insights, LLC (Nexa).

How can financial advisors and their firms use client feedback to empower their people, inform their marketing strategy, improve client communications, solidify client relationships, uncover potential referrals...