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

Building Trust Through Education-First Financial Planning with Beth Mosshart

Jul 16, 2026

In this Swift Chat conversation, show host Marie Swift speaks with Beth Mosshart, co-founder and Chief Operating Officer at StraightLine, an award-winning Registered Investment Adviser (RIA), about how their education-first philosophy, a disciplined planning process, and research-driven investment approach help clients...

Humanizing Financial Advice in the Age of AI with Frank Corrado

Jul 6, 2026

In this Swift chat conversation, Marie Swift sits down with Frank Corrado, a fiduciary financial advisor whose career has spanned public accounting, two decades at JP Morgan, over 20 years running his own independent RIA, and founder of Pivot Point, which partners with financial advisors and their clients as a "Chief...