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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

  1. All Episodes
  2. Compilation Episode from the IWI ACE Academy 2022

Compilation Episode from the IWI ACE Academy 2022

Jul 15, 2022

In this special edition Swift Chat from the Investments & Wealth Institute's ACE Academy 2022, Marie Swift interviews a range of guests from the IWI Digital Hive including: 

Jeffrey Levine, Chief Planning Officer of Buckingham Strategic Wealth Partners

Stephen J. Resch, Vice President of Retirement Strategies of Finance of America Reverse LLC 

Dan Wanous, MBA, Business Development Officer of Thrivent Advisor Network

Anthony D. Mlachnik, MBA, CIMA®, BFA®, Advisor at NorthRock Partners

Roger Ibbotson, Professor at Yale School of Management and Chairman and Chief Investment Officer at Zebra Capital

Jessica Flynn, Communications Director of FP Transitions

Ray Sclafani, Founder and CEO of ClientWise LLC

Mark Paulson, Global Hedging Business Development at Allianz Life Insurance Company of North America

Tim Whiting, Chief Revenue Officer and Managing Director of Sales of Investments & Wealth Institute