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

Thinking About the Future of Your Business - Live at T3 2022 with Rich Cancro

Sep 12, 2022

In this Swift Chat conversation, recorded live while at the T3 Conference in May 2022, Marie Swift of Impact Communications speaks with Rich Cancro, Founder and CEO of AdvisorEngine.

The two discuss what makes the T3 Conference so unique as well as Cancro's T3 presentation on questions that an advisor should be thinking...

Provincial Development Group, LLC with Blaine Wease

Sep 9, 2022

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Blain Wease, President of Provincial Development Group, LLC about what makes Provincial different in their approach to helping wealth management firms implement solutions. Working with RIAs and Broker Dealers, Blain shares how Provincial's...