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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.

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May 18, 2021

Sam Brownell, CVA, CFA, Founder of Stratus Wealth Advisors, a financial planning and wealth management firm that specializes in succession planning and helping independent business owners maximize the value of their business, talks with Jonny Swift about how successful business owners have actually survived and thrived...