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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 Morningstar Investment Conference 2022

Compilation Episode from the Morningstar Investment Conference 2022

Jul 5, 2022

In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference, Jonny Swift interviews a range of guests live from the Social / Digital Hub. The episode features:

- Shawna Ohm, Founder of Content 151

- Katryna Deligiannis, Senior Social Media Manager at Morningstar

- Aleksandr Spencer, CFA, Chief Investment Officer at Bogart Wealth

- Tom Lydon, Vice Chairman at VettaFi

- Peter Lazaroff, CFA, CFP®, Chief Investment Officer at Plancorp and BrightPlan 

- Alison Susko, Director of Partnerships at Asset-Map

- Liv Gagnon, Co-Founder of Choir

- Roger Wohlner, Founder of RLW Associates

- Katie Braden, CFP®, Founder of Innovating Advice