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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

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  2. Building an Empowered and Collaborative Workplace Culture with Alyssa Phillips

Building an Empowered and Collaborative Workplace Culture with Alyssa Phillips

Oct 15, 2022

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Alyssa Phillips, Chief Operating Officer at HCR Wealth Advisors, a RIA firm with fiduciary values based in Los Angeles. 

The two discuss how HCR uses technology and people to build an empowered and collaborative workplace culture. They also share highlights from the recent WealthManagement.com "Wealthies" awards where Alyssa was up for CTO of the year. 

Learn more about HCR Wealth at: www.HCRWealth.com