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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. The Alliance of Comprehensive Planners and the ACP Annual Conference with Josh Cutler

The Alliance of Comprehensive Planners and the ACP Annual Conference with Josh Cutler

Oct 10, 2020

Josh Cutler of Bluestem Financial Advisors, LLC talks with Marie Swift on why he is proud to be a member of the Alliance of Comprehensive Planners (ACP) and how he and the ACP annual conference task force planned for and shifted to a virtual event once the pandemic became a reality in 2020.

The conference takes place over 3 partial days: Oct 28, 29 and 30, 2020. Marie Swift is speaking on the power of persuasion. Mitch Anthony, Bob Keebler, Natalie Choate and Susan Bradley are also speaking.

Only $295 for any interested financial advisor - you do not need to be an ACP member to attend. Lots of CEUs, too! Learn more at 2020.ACPlanners.org/Registration