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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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Aug 29, 2022

In this second episode of the new FAR Sight Advisor series brought to you by Finance of America Reverse (FAR) and their Retirement Strategies Division, Marie Swift interviews a variety of guests live at the InvestmentNews Women Adviser Summit held this summer in Denver.

Marie and the guests discussed Imposter Syndrome...

Aug 14, 2022

In this Swift Chat, Marie Swift speaks with Craig Iskowitz, Founder and CEO of Ezra Group, a boutique strategy consulting and research firm. The two discuss the new Ezra Group WealthTech Integration Score, a unique score for FinTech vendors to help wealth management firms build seamless integrated tech stacks. Craig...