Swift Chats in the Financial Services Industry

Business & Economics Podcasts

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...

Episodes

Bringing Transparency to Alternative Investment Data with Stacy Chitty and Henry Zelikovsky

T3 Hot & Happening 2026 – Part 3: Data, Workflows, and the Human Side of AI

T3 Hot & Happening 2026 – Part 2: AI, Automation, and the Future of Advice

T3 Hot & Happening 2026: Building Smarter Advisor Relationships with Maximizer – Part 1

Agentic AI, GenAI, WealthTech Knowledge, T3, and more with John O'Connell

Unpacking 45 Years of Financial Planning Evolution with Bob Veres

How Independent Advisors Can Stand Out in the Age of AI Search with Paul Gilbert and Shawna Ohm

Enabling Deeper Client Connections Through AI-Driven Insights with Mark Heynen

Insurance Insights for Better Wealth Defense with Meaghan Dowd

Harnessing Technology and Analytics for Smarter Investing with Intervallum with Alan Thomson

How Technology is Shaping Wealth Management with Michael Rose

Empowering Advisors to Solve Estate Planning Pain Points with Matt Morris

Reclaim Time, Reduce Stress, and Reshape Your Business with Claire Alexander

Less Polish, More Presence – The New Formula for Social Media Success with Andy Wang

T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 3

T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 2

Reimagining Wealth Management with 'Total Wealth' Planning and Investing with Jeff Coyle

Real-World Lessons in Succession Planning and Resilience with Leigh White, CEPA®

T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1

Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP®