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 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

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

Location:

United States

Genres:

Business & Economics Podcasts

Description:

Twitter:

@marieswift

Language:

English

Website:

https://swiftchats.libsyn.com/

Email:

jonnyswift@impactcommunications.org

Episodes

Compilation Episode from the IWI ACE Academy 2022

7/15/2022

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...

Duration:00:38:19

Compilation Episode from the Morningstar Investment Conference 2022

7/5/2022

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 -...

Duration:00:19:37

FAR Sight Advisor Series: How Global Pandemics and World Events Affect the World of Client Service and Financial Advice

6/24/2022

In this first episode of the new Swift Chat / FAR Sight Advisor series from Finance America Reverse (FAR) and their Retirement Strategies Division: A select group of financial planning practitioners and financial services professionals participated in a live roundtable setting to talk about the most pressing challenges and concerns as well as the most important opportunities facing advisors today while they were all together at the FPA Retreat in April 2022. As moderator of the roundtable...

Duration:00:50:15

Don't Call It "Financial Planning" with Reese Harper

6/20/2022

In this Swift Chat video conversation, Marie Swift speaks with Reese Harper CFP, CEO of the Elements Financial Planning System about his innovative software system and how it can support financial advisors throughout their practice from client acquisition to portfolio management to client engagement. The two discuss how Harper built both Dentist Advisors and Elements, the importance of taking user psychology into account when building software functionality, and what goes into creating a...

Duration:00:35:29

Compilation Episode from the 2022 T3 Technology Tools for Today Conference

6/8/2022

In this special edition of Swift Chats recorded live at the 2022 T3 Technology Tools for Today Conference, Marie Swift and Jonny Swift interview a range of guests from their booth in Podcast Alley at the event. The episode features: - Joel Bruckenstein, President of Technology Tools for Today - John Mackowiak, Chief Business Development Officer at Advyzon - Nitin Seth, CEO at Incedo, Inc. - Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions - Michelle Feinstein,...

Duration:00:32:10

Navigating a Changing Environment with Carl Richards

5/24/2022

In this Swift Chat Conversation, Marie Swift speaks with Carl Richards of the Society of Advice and author of 'The Behavior Gap' a the the Jolt! Conference about the vulnerability underlying advisors' marketing questions and helping clients navigate change beyond the financial plan.

Duration:00:06:54

Winning in the Digital Age with Nitin Seth

5/12/2022

In this Swift Chat -- recorded live at the T3 Technology Tools for Today conference in Texas on May 3, 2022 -- Marie Swift of Impact Communications, Inc. speaks with Nitin Seth, CEO of Incedo, Inc., a digital transformation company. Nitin talks about the seven building blocks of successful digital transformation and winning in the digital age. Learn more about Nitin and his book, Winning in the Digital Age, at: IncedoInc.com

Duration:00:13:16

Transforming Referrals into New Clients with Bill Cates

4/19/2022

In this Swift Chat, Marie Swift speaks with Bill Cates, President of Referral Coach International and founder of the Cates Academy for Relationship Marketing about his new book Beyond Referrals, which gives advisors the tools they need to transform introductions into new clients. The two discuss converting referrals into engaged introductions, why people make referrals, how to form business friendships, and shed more light onto what type of client relationships lead to introductions. Access...

Duration:00:16:17

Advyzon's Quantum Rebalancing Tool with John Mackowiak and Dirk Pearson

4/11/2022

In this Swift Chat, Marie Swift of Impact Communications speaks with John Mackowiak, Chief Business Development Officer, and Dirk Pearson, Chief Product Officer at Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers that includes portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage. Advyzon helps...

Duration:00:13:41

Achieving Balance In Life and Work with Travis Parry

3/24/2022

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Travis Parry, a speaker, coach and author who has a Masters degree in Psychology and a Doctorate in Family and Human Development. Travis focuses on helping people achieve balance in their life. The two discuss what led Travis into this field and how he helps advisors reach their personal and professional goals. Learn more about Travis Parry and find his book Achieving Balance at: www.TravisParry.com

Duration:00:23:06

How Smart Advisors and Financial Services Firms are Adjusting their Marketing Sails in 2022 with Jake Wagner

2/3/2022

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Jake Wagner, Founder of Digital Marketing 4FP, which offers creative marketing and fractional CMO services to fiduciary advisors and larger organizations that support independent advisors. The two talk about, what else, marketing and how smart advisors are adjusting their business growth sails in 2022. To learn more about Jake and his firm, Digital Marketing 4FP, visit: www.DigitalMarketing4FP.com To learn more...

Duration:00:23:59

Lead Generation Using White Glove Workshops with Brad Swineheart

1/25/2022

In this Swift Chat Marie Swift of Impact Communications, Inc. speaks with Brad Swineheart, SVP of Business Development at White Glove, a marketing company that helps advisors succeed via educational workshops, marketing content, and social media. The two discuss White Glove’s unique approach to lead generation. Brad dives into how White Glove matches advisors with pre-determined workshop topics guaranteed to bring in the ideal type of clients. White Glove’s approach of handling all the...

Duration:00:27:03

Marketing Systematically to a Niche with Alex Cavalieri

1/4/2022

In this Swift Chat, Marie Swift speaks with Alex Cavalieri, Co-Founder of Seven Group, a "hybrid marketing platform" that gives financial advisors insights and tools they need to market their brand more effectively, create deeper client relationships, and reach new audiences. The two talk about the importance of having a niche, finding and marketing to ideal clients, and how Seven Group's hybrid platform can help advisors through the whole marketing process. Seven Group's strategic guidance,...

Duration:00:25:49

Reducing Portfolio Risk in Retirement with Phil Walker

12/4/2021

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Phil Walker, who is with the Retirement Strategies Division at Finance of America - Reverse. The two talk about how financial advisors can reduce portfolio risk for their clients who need consistent income streams during retirement - especially during down markets - by tapping alternative sources of income (in this case, tapping their home equity via a reverse mortgage). Learn more about unlocking the power of home...

Duration:00:20:18

Women, Wealth and Social Change with Haleh Moddasser

11/23/2021

In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Haleh Moddasser of Stearns Financial Group. The two talk about Haleh's new podcast "Women On Top with Haleh Moddasser," Haleh's two books (one on gray divorce and one on ESG investing), and how Haleh sees the role of women in creating social change through the power of the purse and their investment decisions. Listen to all the Women On Top episodes at: https://www.women-on-top.libsyn.com/ Learn more...

Duration:00:30:14

Compilation Episode from the Social/Digital Hub at the 2021 Morningstar Investment Conference

11/2/2021

Listen to a compilation episode recorded live at the #OpenMic podcast station in the Social/Digital Hub at the Morningstar Investment Conference, September 22-24, 2021 at the McCormick Center in Chicago. Marie and Jonny sat down with a handful of conference attendees to discuss the various ways they overcame the challenges caused by the pandemic, including insights into digital communications. Many also discussed highlights and key takeaways from the conference. Special thanks to everyone...

Duration:00:33:36

Marketing Trends for Financial Advisors Who Want to Stand Out with Angel Gonzalez

8/27/2021

In this Swift Chat interview, Jonny Swift of Impact Communications speaks with Angel Gonzalez, Chief Marketing Officer and Co-Founder of Snappy Kraken, a marketing automation and growth platform for financial services professionals. Learn about what's working for advisors today when it comes to digital marketing and what trends we're seeing on the horizon for advisors who want to stand out. In addition, Jonny and Angel discuss the upcoming Jolt! Marketing Conference for financial services...

Duration:00:20:00

How Client Feedback Tools Can Empower Financial Advisors with Chris Manker

8/14/2021

Marie Swift of Impact Communications, Inc. (Impact), speaks with Chris Manker of NEXA Insights, LLC (Nexa). How can financial advisors and their firms use client feedback to empower their people, inform their marketing strategy, improve client communications, solidify client relationships, uncover potential referrals and business growth opportunities while also identifying "clients at risk"? What are the best questions to ask in a client survey? How often should you do them? Is there any...

Duration:00:33:03

Digital Marketing for Financial Advisors with Claire Akin

8/1/2021

Marie Swift of Impact Communications, Inc. (Impact), speaks with Claire Akin of Indigo Marketing Agency (Indigo). While Impact and Indigo both offer content creation and social media / digital marketing solutions for independent financial advisors, the firms have different strengths and philosophies -- in fact, Impact and Indigo may even cross-refer depending on their initial assessment with the advisory firm. See if you can spot the differences in this fun and interesting...

Duration:00:25:53

The Aqueduct Strategy with Ariel Acuna

6/29/2021

Marie Swift of Impact Communications, Inc., speaks with Ariel Acuna, creator of The Aqueduct Strategy. This top-performing investment strategy is available to RIAs on the Fidelity Separate Account Network. Ariel, who has worked with his own clientele as a financial advisor for nearly 30 years, created The Aqueduct Strategy -- which has, according to the Informa Zephyr data available via the Fidelity Separate Account Network, outperformed the past 10 years. RIAs on the Fidelity...

Duration:00:10:53