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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. Why Advisors Should Think of Themselves as a Guide in a Changing Landscape with "The Sketch Guy" Carl Richards

Why Advisors Should Think of Themselves as a Guide in a Changing Landscape with "The Sketch Guy" Carl Richards

Nov 14, 2020

In this Swift Chat, Marie Swift speaks with author / speaker / thought leader Carl Richards. The topic: Why advisors should think of themselves as a guide in a changing landscape, not a seller of certainty or a defender of an outdated map.

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.

Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. 

In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Learn more about the Behavior Gap at www.BehaviorGap.com. Carl also hosts something called the fellowship via www.TheSocietyofAdvice.com