Swift Chats In The Financial Services Industry podcast

1:03:06

If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening podcast series, recorded live at the bustling T3 Podcast Station. In this special three-part podcast, hosted by Derrick Kinney of Success for Advisors and guest host Jonny Swift of Impact Communications , listeners are treated to front-row access to the conversations that matter most in wealthtech today. From major fintech rollouts to forward-thinking advisor strategies, the series showcases interviews with some of the #T32025 attendees, including: [0:58 - 10:18] Joel Bruckenstein of T3 Technology Tools for Today [10:19 - 19:28] Amy DeTolla of Aureus Advantage [19:29 - 26:45] Patrick Shaddow of Syntax Data [26:26 - 34:12] Brian Edelman of FCI [34:13 - 40:52] Ron Keusch of Investall Group [40:53 - 46:06] Gerry Michael of Smartleaf [46:07 - 53:55] Adam Scully-Power of Nebo Wealth [53:56 - 01:03:05] Robert Levitt of Levitt Capital Management Stay tuned for Part 2 with even more great conversations!…

Swift Chats in the Financial Services Industry

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Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP® 18:02

30 weeks ago18:02

18:02

In this Swift Chat episode, Marie Swift speaks with Kevin Knull, CFP® , President of TaxStatus , a cutting-edge IRS account monitoring and tax data platform designed for financial professionals and the clients they serve, about how this innovative fintech solution is helping financial advisors enhance client services through seamless integration with IRS data. Knull shares how TaxStatus enables continuous monitoring of client activities, providing real-time notifications on new filings and offering advanced analysis capabilities that help advisors prevent tax fraud and improve the financial advice they provide. The conversation delves into how TaxStatus streamlines the client onboarding process by simplifying data collection and offering easy access to historical tax data. This not only enhances financial planning but also empowers advisors to make more strategic, data-driven decisions on behalf of their clients. Knull also shares how financial advisors can use TaxStatus as a tool for prospecting new clients by offering a unique value proposition rooted in tax efficiency and compliance monitoring. Looking ahead, Swift and Knull explore future developments, such as integrating AI capabilities to automate further and enhance the system’s functionality. Knull also outlines a trial process available to financial advisors, allowing them to experience firsthand the efficiencies and benefits of the platform. Learn more about Kevin Knull and TaxStatus at https://www.taxstatus.com…

Swift Chats in the Financial Services Industry

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AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell 15:56

34 weeks ago15:56

15:56

In this Swift Chat conversation, Marie Swift speaks with John O'Connell , founder of The Oasis Group , a leading consultancy for the wealth management industry. Their leadership position includes identifying, reviewing, and discussing new technologies and capabilities for the wealth management industry. The Oasis Group offers award-winning consulting services, industry-leading research, and compelling on-demand training for wealth management firms and the service providers who serve the wealth management industry. Wealth management firms can unlock new levels of efficiency, personalization, and client engagement by adopting AI. John strongly recommends that firms begin to leverage AI to gain familiarity with its capabilities and concerns, to learn new skills like prompt engineering, and to clearly identify how they plan to leverage AI in projects. Leveraging AI now enables firms to discuss their compliance posture and to develop their AI policies. Check out this AI WealthTech Map , which can serve as a handy reference tool: The Oasis Group also recently launched a new research series called Vantage Point Peaks, which provides in-depth reports and competitive analysis on a range of service providers in the wealth management industry. The reports are designed to help wealth management firms become more informed buyers when breaking away or looking for new wealthtech solutions. The first study of the research series, available now, is the Vantage Point Peaks for Custodian Platforms, which focuses on the registered investment adviser and broker-dealer custodian market and is available to RIA and BD executives, as well as family offices and private wealth firms, interested in new custodian relationships. If you are going independent, looking to add another custodian, or just interested in the RIA ecosystem and how the various custodians compare and contrast, check out The Oasis Group research on custodians . As cybersecurity risks grow more complex and the SEC introduces additional cybersecurity regulations for financial services firms, it’s critical to ensure that financial advisorys teams are well equipped to identify and mitigate vulnerabilities while maintaining compliance. O'Connell, who is an industry veteran and cybersecurity expert, talks about the issues and refers people to his comprehensive course aimed at helping them gain an understanding of the evolving cybersecurity landscape in financial services, as well actionable strategies for protecting their financial advisory firm and their clients. Click here to learn more about the cybersecurity training course . Learn more about John O'Connell and his award-winning team at https://www.TheOasisGrp.com…

Swift Chats in the Financial Services Industry

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Revolutionizing Financial Advisor Marketing with Precision Video Ads with Alex Khassa 14:25

36 weeks ago14:25

14:25

In this Swift Chat conversation, Jonny Swift speaks with Alex Khassa , founder of Clients Blackbox , a marketing partner to some of the fastest-growing financial advisory and retirement planning firms in the USA, about transforming financial advisor marketing through precision-engineered video ads. Khassa explains his approach to helping advisors capture more clients by creating highly targeted, short video ads on Facebook and Instagram that replace the traditional, slower webinar funnels. By focusing on the "speed to lead" principle, his strategy significantly reduces lead loss, offering clients immediate access to educational content and fast-tracked appointments. This method enables rapid scaling, delivering a superior return on investment. He shares success stories of advisors who have grown their businesses through his system, including one client who closed a $13 million virtual deal. Khassa also highlights a new partner program for smaller advisors that allows them to leverage the systems of larger, successful advisors without creating their own video content or virtual sales process. Learn more about Alex Khassa and Clients Blackbox at www.ClientsBlackbox.com…

Swift Chats in the Financial Services Industry

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Unlocking Behavioral Finance - Insights from A Wealth of Well-Being with Meir Statman 38:02

43 weeks ago38:02

38:02

In this Swift Chat conversation, Marie Swift speaks with Meir Statman , Professor of Finance at the Leavey School of Business at Santa Clara University , to discuss the field of behavioral finance. Renowned for his research, Meir Statman has recently authored a new book called "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance," which offers profound insights into the psychological underpinnings of financial decisions and their broader implications for personal well-being. Statman delves into the core themes of the book, unraveling how our emotions and cognitive biases shape our financial behaviors in ways that often defy traditional economic theories. He also shares practical strategies for making more informed and rational financial choices, emphasizing the importance of understanding the human elements that drive our decisions. Whether you're a finance professional looking to enhance your understanding of behavioral economics or simply interested in the interplay between money and human behavior, this episode offers a wealth of knowledge and thoughtful insights. Tune in to discover how to navigate the complex financial landscape with greater wisdom and clarity. Don't miss this opportunity to learn from one of the leading voices in behavioral finance. A Wealth of Well-Being is available now at Amazon, Barnes & Noble, and other major retailers.…

Swift Chats in the Financial Services Industry

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Unlocking Success with Passion, Partnerships, and Positive Mindset with Derrick Kinney 34:46

46 weeks ago34:46

34:46

In this Swift Chat conversation, Marie Swift speaks with Derrick Kinney , Best-Selling Book Author, Keynote Speaker, and Host of the Good Money podcast, to unpack the secrets behind his success and the strategies that have helped countless individuals achieve financial freedom. He also shares advice for financial advisors who might be looking to emulate his success in building a multi-million dollar financial advisory business then selling it a few years ago to focus on what he calls "Derrick 2.0" wherein he now has more time to focus on coaching/mentoring other advisors, and addressing groups of financial advisors at hosted events. Kinney shares his personal journey, highlighting the pivotal moments that shaped his career and the lessons he learned along the way, emphasizing the crucial role of passion in achieving professional success. He also delves into the power of a positive mindset, its role in overcoming challenges, and the significance of building and nurturing strong partnerships. Throughout the conversation, Kinney offers practical advice on navigating the complexities of the financial world, from investment strategies to retirement planning -- and for building a highly successful financial advisory firm. Learn more about Derrick Kinney and his Success For Advisors program at SuccessForAdvisors.com…

Swift Chats in the Financial Services Industry

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Unveiling Extraordinary Lives with Jane Wollman Rusoff 15:04

1 year ago15:04

15:04

In this Swift Chat conversation, Marie Swift speaks with Jane Wollman Rusoff , Contributing Editor with ThinkAdvisor and a two-time AZBEE award winner from the American Society of Business Publication Editors. Jane's career journey is as diverse as it is fascinating. From delving into consumer electronics during the tech revolution to interviewing some of the biggest names in entertainment, Jane's experience spans multiple industries. She shares anecdotes from her interviews with iconic figures like Dustin Hoffman, John Bogle, Ray Charles, Steve Allen, and William Shatner, giving us a glimpse into their lives beyond the spotlight. Jane is also the founder of Family Star Productions, where she helps ordinary individuals create legacy profiles, capturing their memories, values, and philosophies for future generations. These private profiles serve as a timeless treasure, preserving the essence of a person's life story. Jane shares insights into her unique approach to profiling individuals, including those with cognitive challenges like Alzheimer's. She emphasizes the importance of capturing memories before they're lost and reveals the surprising depth of recollection even in advanced stages of dementia. You can learn more about Family Star Productions at www.FamilyStarProductions.com…

Swift Chats in the Financial Services Industry

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Leadership Is What You Do with Steve Atkinson 29:32

1 year ago29:32

29:32

In this Swift Chat conversation, Marie Swift speaks with Steve Atkinson , Speaker, Leadership Coach, and Growth Expert with Admired Leadership . The conversation delves into the realm of leadership and its practical applications in the financial advisory world. Steve shares insights and anecdotes that shed light on what it means to be an effective leader. He emphasizes the idea that leadership is not merely a title or a position but rather a set of behaviors and choices that anyone can adopt. Throughout the discussion, Steve highlights the importance of credibility, feedback, and the creation of a team of leaders. He illustrates how admired leaders, identified through years of study, excel not only in achieving results but also in fostering strong relationships and followership. By focusing on character, competence, and the ability to give impactful feedback, advisors can enhance their leadership skills and ultimately make a positive impact on their clients and teams. Learn more at https://www.AdmiredLeadership.com…

Swift Chats in the Financial Services Industry

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T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part II 34:16

1 year ago34:16

34:16

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial , at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot and happening at #T32024. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall - and all the celebrations in between - hear the biggest takeaways and insights from: Dan Skiles of Altruist Jamie Hopkins of Bryn Mawr Trust Laura Garfield of Idea Decanter Dominic Tully of Powder Erkko Etula of Brooklyn Investment Group Haik Sahakyan of ARQA Matt Kadnar of Nebo Wealth Vamshi Yamsani of AssetSprout…

Swift Chats in the Financial Services Industry

1
T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part I 38:15

1 year ago38:15

38:15

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial , at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot and happening at #T32024. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall - and all the celebrations in between - hear the biggest takeaways and insights from: David Drucker, formerly with T3 Technology Tools for Today Christine Cherry of Advisor Circle John Rajes of LPL Financial Christophe Gauthron of Kwanti Patricia Jennerjohn of Focused Finances, LLC John Mackowiak of Advyzon Jim Sinai of Vanilla Jen Ferguson of XLR8…

Swift Chats in the Financial Services Industry

1
Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial 13:30

1 year ago13:30

13:30

In this special episode of "Hot and Happening at T3 2024", recorded live at the 2024 T3 Technology Tools for Today conference , Marie Swift leads an insightful conversation with Gary Carrai, CFA , Executive Vice President of Advisor Business Strategy at LPL Financial , the nation’s largest independent broker-dealer serving independent financial advisors and financial institutions - providing technology, research, clearing and compliance services, and practice management programs to advisors looking to create and grow thriving practices. The discussion delves into the dynamic landscape of wealth management technology, with Gary providing valuable insights into the industry's evolution and the innovative solutions being developed at LPL Financial. Gary emphasizes the pivotal role of data in driving actionable insights and enhancing advisor-client interactions. He underscores LPL's advisor-centric approach, commitment to innovation, and focus on delivering comprehensive data analytics capabilities, coupled with proactive notifications to empower advisors in making informed decisions. Tune in to discover how LPL Financial is at the forefront of driving innovation to empower advisors and enhance client outcomes.…

Swift Chats in the Financial Services Industry

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Building the RIA of Choice with Tony D'Amico 28:09

1 year ago28:09

28:09

In this Swift Chat, Marie Swifts speaks with Tony D'Amico , Founder and Managing Partner of Fidato Wealth , an award-winning SEC Registered Investment Advisor (RIA) based in Ohio, about the journey of building an admirable firm that stands out as the RIA of choice for both clients and talented professionals. From the challenges faced in attracting the right talent to the evolution of the firm's culture and processes, Tony provides valuable nuggets of wisdom for those navigating the complexities of the financial services industry. Discover the milestones, the focus on comprehensive wealth management, and the commitment to servant leadership that set Fidato Wealth apart in this illuminating discussion. Learn more about Tony and Fidato Wealth at https://www.FidatoWealth.com…

Swift Chats in the Financial Services Industry

1
The BLX Internship Program with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska 23:25

1 year ago23:25

23:25

In this Swift Chat conversation, Marie Swift speaks with Luis Rosa , Emlen Miles-Mattingly , and Shawn Tydlaska , three of the four co-founders of the BLX Internship Program , a premier initiative dedicated to fostering diversity in the financial planning profession, specifically for aspiring Black and Latinx financial planners. The trio expresses a genuine desire to make the financial planning industry more inclusive in response to the civil unrest following George Floyd's murder. Through partnerships with organizations like the National Association of Personal Financial Planners ( NAPFA ) and sponsors like the Charles Schwab Foundation , the program has successfully provided opportunities for underrepresented groups, establishing a fresh pipeline of diverse talent for financial planning firms. The conversation touches on the transformative impact on both interns and firms, emphasizing the importance of mentorship, community, and the value derived from fostering diversity in the financial services industry. BLX’s application window for firms to get involved and host an intern in summer 2024 closes on December 31st, 2023. Don’t miss your chance to not only help the financial industry truly reflect the world we live in, but tap into BLX’s pipeline of top-quality interns. Learn more and apply at blxinternship.org/…

Swift Chats in the Financial Services Industry

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Liability Optimization with Sora Finance Co-Founders Siddhartha Oza and Rohit Agarwal 18:17

1 year ago18:17

18:17

In this Swift Chat, host Marie Swift speaks with Siddhartha Oza and Rohit Agarwal , the co-Founders and co-CEOs behind Sora Finance , whose mission is to optimize debt costs for everyone by empowering advisors in actively managing clients' liabilities. The Sora platform, driven by an AI component, addresses the historical oversight of managing debt, providing advisors with the right data and tools to optimize clients' financial well-being. The trio discusses the complexities of managing liabilities, the untapped potential of debt optimization, and the pivotal role financial advisors play in reshaping the landscape of wealth management. Learn more about Siddhartha, Rohit, and Sora Finance at https://www.sorafinance.com…

Swift Chats in the Financial Services Industry

1
Sammy Rabbit’s Money School for Financial Advisors with Sam X Renick 30:12

2 years ago30:12

30:12

In this Swift Chat, Marie Swift sits down with Sam X Renick , the visionary behind Sammy Rabbit's Money School , a financial literacy program for children ages 2-10 years old. Listen to discover the inspiration behind Sammy Rabbit's Money School, a groundbreaking initiative dedicated to instilling essential money habits in children. Sam shares some secrets to making financial literacy engaging by integrating money ideas into fun and exciting topics. Learn about the fascinating "All Star Readers" program, where financial professionals read children's books with vital finance and life skills messages. Discover how financial advisors can use Sammy Rabbit's Money School to host live or virtual events, engaging clients and nurturing relationships while promoting financial literacy. Whether you're a parent, teacher, or financial advisor, you'll find resources and strategies to implement financial education easily and efficiently in your community. These events create media buzz and brand-building opportunities for advisors in their local communities. Sam and Impact are partnering with two special offers for Advisors: Sammy Rabbit Money School – Get memberships for your clients to over 400 co-branded downloadable activities, original songs with matching activities, Big Dream Journal, and more! Sammy and Santa’s Advice – Custom and co branded Sammy Rabbit Holiday Activity Book (Must be ordered by Nov. 10th for this holiday season)Sammy These opportunities are for financial advisors and include premium memberships, virtual experiences, marketing materials, and co-branding opportunities. Don't miss this enlightening episode that's all about empowering the next generation with smart money skills. Learn more about Sam X Renick and Sammy Rabbit at www.SammyRabbit.com…

Swift Chats in the Financial Services Industry

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Integrating AI with Your Marketing Efforts with Marie Swift and Jonny Swift 17:28

2 years ago17:28

17:28

In this unique Swift Chat, recorded live in the Social/Digital Hub at the 2023 Morningstar Investment Conference (MICUS) in Chicago, honorary “Hubster” Shawna Ohm of Content 151 flips the script as she interviews Marie Swift and Jonny Swift of Impact Communications. The trio shares some of their marketing and PR insights in relation to some of the hot topic items at MICUS 2023 like AI. They share how firms both large and small can integrate AI in their marketing efforts to help create content, generate leads, and even help with client retention. Marie and Jonny also share some actionable takeaways for firms looking to up their PR and marketing game. Learn more about Shawna Ohm and Content 151 here: www.Content151.com Find more great content from the Social/Digital Hub here: www.SocialDigitalHub.com…

Swift Chats in the Financial Services Industry

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AdvisorAI and 401kAI Tools for Financial Advisors with Daniel Satchkov 30:17

2 years ago30:17

30:17

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Daniel Satchkov , Co-Founder and President of RiXtrema , a pioneer in developing innovative tools for financial advisors using machine learning (AI) and data science. Daniel dives into RiXtrema's two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. 401kAI is a tool for advisors to use as they court and seek to win the business of plan sponsors. It contains detailed data on 850,000 retirement plans, with full information on all current laws, regulations, and legal cases, and is integrated with compliance tools. 401kAI can summarize dozens of plans with one click, help write custom emails for the plan, and create effective calling pitches for a plan. AdvisorAI is a tool for advisors to improve productivity with portfolio analysis and creation of custom emails and calling pitches. The tool summarizes all aspects of portfolio risk in one click, creates custom emails for each lead, learns in detail about each lead’s financial situation, knows services the advisor can offer to get a meeting, and is integrated with their compliance tools. Learn more about Daniel, RiXtrema, 401kAI™, and AdvisorAI™ at RiXtrema.com…

Swift Chats in the Financial Services Industry

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Unlocking Meaningful Financial Conversations with Michael Lecours 23:53

2 years ago23:53

23:53

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Michael Lecours , CFP®, Co-Founder of fpPathfinder , a company that helps financial advisors become more efficient, innovative and systematized by quickly solving planning problems and questions from clients using fpPathfinder's checklists and flowcharts. Michael shares the journey that led him to develop this unique concept of using checklists and flowcharts to drive impactful conversations and uncover planning opportunities, born out of a desire to streamline complex financial discussions. Michael also shares an upcoming webinar discussing the Master List of Goals, developed in collaboration with Morningstar researchers, that revolutionizes client-advisor interactions. Learn more and register for webinar here : Expanding Opportunities: Mastering Client Goal Setting for Financial Success [September 26, 2023 at 1:00 pm CT] Learn more about Michael and fpPathfinder at www.fpPathfinder.com…

Swift Chats in the Financial Services Industry

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Highlights from the 2023 Morningstar Investment Conference with Mary Beth Franklin and Laura Carstensen 32:15

2 years ago32:15

32:15

In this special episode of Swift Chats, taped live at the #MICUS Podcast Stage, Hosts Jonny Swift and Marie Swift recap highlights and insights from the 2023 Morningstar Investment Conference with Mary Beth Franklin , Contributing Columnist at InvestmentNews and Laura Carstensen , Director of the Stanford Center on Longevity . The group discusses the challenges and opportunities for financial advisors in the evolving landscape of retirement income planning, the importance of holistic financial planning, engaging the next generation in financial conversations, and finding a sense of purpose in later life. Dr. Carstensen emphasizes the significance of adapting to an era of increased life expectancy, while Mary Beth Franklin discusses the challenges and responsibilities faced by financial advisors in helping clients navigate financial decisions in retirement. Find more great content from the 2023 Social/Digital Hub at the Morningstar Investment Conference at: https://www.socialdigitalhub.com/…

Swift Chats in the Financial Services Industry

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Compilation Episode from the 2023 Morningstar Investment Conference 45:39

2 years ago45:39

45:39

This special Swift Chat comes to you live from the Social/Digital Hub at the 2023 Morningstar Investment Conference in Chicago - April 25-27. Hosts Marie Swift and Jonny Swift, along with Honorary Hubsters Shawna Ohm of Content 151 and Victor Gaxiola of TechGirl Financial , speak with some big names about why they love coming to the Morningstar Investment Conference, highlights from various presentations, as well as takeaways from the conversations happening in the exhibit hall. Guests Include: Leslie Marshall of Mesmerise Daniel Dusina of Blue Chip Partners Jamie Hopkins of Carson Group Brian Portnoy of Shaping Wealth Dr. Preston Cherry of Concurrent Financial Planning Tyrone Ross Jr. of Turnqey Labs Shana Sissel of Banríon Capital Management J. Alan Reid and Alex Thaler of Iconik…

Swift Chats in the Financial Services Industry

1
Compilation Episode from the 2023 T3 Technology Tools for Today Advisor Conference 37:13

2 years ago37:13

37:13

In this special Swift Chats, we're live at the 2023 T3 - Technology Tools for Today Advisor Conference in Tampa, which took place March 13-16. Host Marie Swift talks with an array of guests in the T3 Podcast Station powered by Myriad Advisor Solutions about their big takeaways from #T32023, as well as why they love the T3 community and keep coming back to the T3 conference year after year. A few of the VIP guests even discuss some big announcements shared at the conference. Guests include: Bridget Grimes and Katie Burke of Equita Financial Network Robert Steinberg of Blue Chip Partners Christophe Gauthron of Kwanti Mike Lecours of fpPathfinder Ryan Marcus of MarketCounsel…

Swift Chats in the Financial Services Industry

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T3 Technology Tools for Today Presents: Hot & Happening at T3 2023 1:02:57

2 years ago1:02:57

1:02:57

In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, co-hosts Marie Swift and Jonny Swift speak to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall, hear the biggest takeaways and insights from: Joel Bruckenstein of T3 Technology Tools for Today Bob Veres of Inside Information John Mackowiak of Advyzon Brian Edelman of FCI Spenser Segal of ActiFI Nitin Seth of Incedo Mark Hurley of Digital Privacy & Protection John O'Connell of The Oasis Group Craig Iskowitz of Ezra Group Jason Stipp and Thomas Aviles of Morningstar Erin Goss of Blue Chip Partners…

Swift Chats in the Financial Services Industry

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Compilation Episode from the 2023 AICPA & CIMA Personal Financial Planning Summit 57:48

2 years ago57:48

57:48

In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2023 AICPA & CIMA Personal Financial Planning Summit held at Dimensional Fund Advisors Headquarters in Austin, TX January 30 - February 1. Guests share some of their biggest takeaways from the various sessions as well as why they love attending the summit every year. Marie also speaks with Lyle Benson, Program Chair, AICPA & CIMA Personal Financial Planning Summit 2023, shortly after the summit sharing highlights and insights. Guests in order of Appearance: Eddie Kramer , Shareholder and Financial Advisor at Abacus Planning Group Rob Krueger , Senior Principal at Alexander Randolph Louise Hunter, former financial advisor, now retired Kevin Kennedy, Founder of Kennedy Wealth and Tax Management Jonny Swift , Vice President and Director of Social/Digital Strategy at Impact Communications KayDee Cole , Founder and CEO of Clarity Wealth Development Susan Bradley , Founder of the Sudden Money® Institute Lisa Crafford , Director, Head of Business Consulting at BNY Mellon | Pershing Lyle Benson , Founder and President of L.K. Benson & Company…

Swift Chats in the Financial Services Industry

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Building a Community for Women Advisors with Bridget Grimes and Katie Burke 23:55

2 years ago23:55

23:55

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Bridget Grimes, CFP® and Katie Burke, CFP® , Co-Founders of Equita Financial Network , an entity that empowers independent, women-led financial planning firms to provide outstanding service to their clients, achieve business success, and leverage a network that allows them to do their life’s work without sacrificing what matters most. Katie and Bridget share their stories about starting out in the financial services industry, breaking out to start their own firms, and how they came together to form Equita. The trio also discuss the challenges women face in the industry and how the Equita Financial Network can help support them by creating a reliable community helping all women achieve their goals. Learn more about Equita Financial Network at: https://www.EquitaFN.com…

Swift Chats in the Financial Services Industry

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Using Listening Skills and Mindfulness to Manifest your Goals with George Kinder 27:52

2 years ago27:52

27:52

In this Swift Chat, Marie Swift of Impact Communications Inc. speaks with George Kinder of the Kinder Institute of Life Planning . The two discuss mindfulness skills to help yourself live the life you want to live and what the Registered Life Planner designation means. Learn more about George and his work at www.KinderInstitute.com…

Swift Chats in the Financial Services Industry

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Inside Scoop for T3 2023 with Joel Bruckenstein 11:38

2 years ago11:38

11:38

In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Joel Bruckenstein , President of Technology Tools for Today, about what to expect at the T3 2023 conference March 13-16 in Tampa. Joel shares some of the featured speakers appearing at this year's conference, some of the topics and trends that will be discussed, as well as what to expect at this year's exhibit hall. The two also discuss all the details around lodging and planning to maximize your T3 experience Learn more at: T3Confrences.com…

Swift Chats in the Financial Services Industry

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Compilation episode from the 2022 MarketCounsel Summit 40:54

2 years ago40:54

40:54

In this special Swift Chat episode, Marie Swift interviews a range of guests from the 2022 MarketCounsel Summit held at the Four Seasons Las Vegas December 5-8, 2022. While the audio clips have been stitched together to create one full podcast episode, the video interviews are available as single clips on a Vimeo Showcase. Links to the video clips are below. Guests in Order of Appearance: Joel Bruckenstein, Founder of T3 - Technology Tools for Today Craig Iskowitz, Founder and CEO of the Ezra Group, LLC Shannon Rosic, Director of WealthStack Content & Solutions at Informa Robert Steinberg, Founder and CEO of Blue Chip Partners, Inc. Jonathan Ainsley, Founder and CEO of InvestInU Martin Tarlie, Portfolio Manager and Research Analyst at GMO Eric Showalter, Founder and Principal at Arbor Private Wealth, LLC There are soooooo many great insights in this "recorded live at a conference" episode. Listen in! Link to video interviews here .…

Swift Chats in the Financial Services Industry

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Know The Game You're Playing with James Lange 28:11

2 years ago28:11

28:11

In this Swift Chat conversation, Marie Swift speaks with James Lange of Lange Financial Group, LLC about how to cut through the noise of an endless stream of marketing campaigns. Companies like yours may think they're playing baseball, but customers and clients are actually playing dodgeball. The two discuss how Lange's own experiences inspired him to move into the niche of fincnail advice for parents of special-needs children, the best ways to connect with potential clients, and the overlooked value of paper mail. You can learn more about Lange's work at www.PayTaxesLater.com and you can access the Special Advisory Report for parents with special needs children at www.DisabledChildPlanning.com…

Swift Chats in the Financial Services Industry

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The Value of a Structured Mentorship Program with Kellan Brown and Jean Heath 23:12

3 years ago23:12

23:12

In this In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Kellan Brown , Vice President of Business Development Strategic Partnerships in the Retirement Strategies Division at FAR, Finance of America Reverse , and Jean Heath, CIMA® , head of Asset Manager Network at Envestnet . The trio discuss the importance of structured mentorship programs, how their respective companies implement their own mentorship programs, and how those mentorship programs help in building a strong workplace culture. The three women also share their own experiences in mentorship programs both as a mentee when starting their careers and as mentors as they've established themselves in their careers. Learn more about Kellan and Finance of America Reverse at: www.FAR.com Learn more about Jean Heath and Envestnet at: www.Envestnet.com…

Swift Chats in the Financial Services Industry

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FPA Kansas City Compilation Episode with Michael Kitces, Micha Baxley, and More (August and September 2022 Events) 31:47

3 years ago31:47

31:47

In this Swift Chat compilation episode from the FPA Kansas City Symposium from August 2022 and the FPA Kansas City chapter meeting in September 2022, host Marie Swift , CEO of Impact Communications, interviews a range of guests about their experiences at the events including: - Micha Baxley, Vice President of Business Development of Allianz Life Insurance Company of North America - Mike Flinn, Vice President of National Sales with BOK Financial - Advisor Trust Services - Brian Willet, CEO of Advisor Game Plan LLC - Michael Kitces, Head of Planning Strategy for Buckingham Wealth Partners - Colin Swift, Digital Media Production and Relationship Manager at Impact Communications, Inc. - Jonny Swift, Vice President and Director of Social/Digital Strategy for Impact Communications, Inc. Learn more about the FPA Kansas City chapter events here.…

Swift Chats in the Financial Services Industry

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Building an Empowered and Collaborative Workplace Culture with Alyssa Phillips 22:48

3 years ago22:48

22:48

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Alyssa Phillips , Chief Operating Officer at HCR Wealth Advisors , a RIA firm with fiduciary values based in Los Angeles. The two discuss how HCR uses technology and people to build an empowered and collaborative workplace culture. They also share highlights from the recent WealthManagement.com " Wealthies " awards where Alyssa was up for CTO of the year. Learn more about HCR Wealth at: www.HCRWealth.com…

Swift Chats in the Financial Services Industry

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Thinking About the Future of Your Business - Live at T3 2022 with Rich Cancro 6:31

3 years ago6:31

6:31

In this Swift Chat conversation, recorded live while at the T3 Conference in May 2022, Marie Swift of Impact Communications speaks with Rich Cancro , Founder and CEO of AdvisorEngine . The two discuss what makes the T3 Conference so unique as well as Cancro's T3 presentation on questions that an advisor should be thinking about for the future of their business and how to deliver a service to clients of which they're really proud. They also take a look at the first issue of AdvisorEngine's new publication called Action! magazine and Marie gets the inside scoop on what to expect at AdvisorEngine's annual >drive Conference, which ultimately happened the week after T3 in Austin. To learn more about Rich Cancro and AdvisorEngine please visit: www.AdvisorEngine.com To learn more about T3 Conferences please visit: www.T3Conferences.com…

Swift Chats in the Financial Services Industry

1
Provincial Development Group, LLC with Blaine Wease 30:39

3 years ago30:39

30:39

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Blain Wease, President of Provincial Development Group, LLC about what makes Provincial different in their approach to helping wealth management firms implement solutions. Working with RIAs and Broker Dealers, Blain shares how Provincial's comprehensive system improves the health of the firm. They discuss leadership, key metrics and insights on meeting goals by optimizing opportunity. To learn more about Blain and Provincial Development Group please visit: www.ProvincialDevelopment.com…

Swift Chats in the Financial Services Industry

1
FAR Sight Advisor Series: Imposter Syndrome and How to Handle Misplaced Perceptions Related to Age, Gender and Roles 37:30

3 years ago37:30

37:30

In this second episode of the new FAR Sight Advisor series brought to you by Finance of America Reverse (FAR) and their Retirement Strategies Division, Marie Swift interviews a variety of guests live at the InvestmentNews Women Adviser Summit held this summer in Denver. Marie and the guests discussed Imposter Syndrome and if they had been misidentified in their careers due to some sort of age and/or gender bias. Some shared how at times they might not truly deserve to be in their positions, when they were actually well qualified and successful in their roles. They discuss the ways they have positioned themselves as they have grown in the industry. They touch on mentorship and bringing up the next generation of women in the profession. Podcast guests in order of appearance: Kellan Brown – Finance of America Reverse Jean Heath – Envestnet Mary Ellyse Fendig – Northstar Financial & Retirement Planning John Mackowiak – Advyzon Lucila Williams – Intentional Advisor Laura Combs - Mercer Advisors Renée Pichette – Mercer Advisors…

Swift Chats in the Financial Services Industry

1
FinTech's Rapid Evolution and the Ezra Group WealthTech Integration Score with Craig Iskowitz 17:06

3 years ago17:06

17:06

In this Swift Chat, Marie Swift speaks with Craig Iskowitz , Founder and CEO of Ezra Group , a boutique strategy consulting and research firm. The two discuss the new Ezra Group WealthTech Integration Score, a unique score for FinTech vendors to help wealth management firms build seamless integrated tech stacks. Craig dives into how the score is determined and what that means for FinTech vendors as well as the wealth management firms deciding between different applications. To learn more about Craig, Ezra Group and the Ezra Group Integration Score please visit: www.EzraGroupLLC.com…

Swift Chats in the Financial Services Industry

1
Achievement-Based Planning for Those at the Cross Roads of Fame and Fortune with Mitch Martin 12:09

3 years ago12:09

12:09

In this Swift Chat episode, Marie Swift speaks with Mitch Martin , founder and CEO of Stonebridge Wealth Management , about his work specializing in financial planning for clients in the arts, entertainmentm and sports industries. The two discuss his passion to give people who have acquired wealth suddenly a person they can trust to give sound advice, his focus on achievement-based planning, and aligning a client's investments with their values. Learn more about Stonebridge Wealth Management at https://www.StoneBridgeAdvisers.com/…

Swift Chats in the Financial Services Industry

1
Compilation Episode from the IWI ACE Academy 2022 38:21

3 years ago38:21

38:21

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 Partners Roger Ibbotson, Professor at Yale School of Management and Chairman and Chief Investment Officer at Zebra Capital Jessica Flynn, Communications Director of FP Transitions Ray Sclafani, Founder and CEO of ClientWise LLC Mark Paulson, Global Hedging Business Development at Allianz Life Insurance Company of North America Tim Whiting, Chief Revenue Officer and Managing Director of Sales of Investments & Wealth Institute…

Swift Chats in the Financial Services Industry

1
Compilation Episode from the Morningstar Investment Conference 2022 19:39

3 years ago19:39

19:39

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…

Swift Chats in the Financial Services Industry

1
FAR Sight Advisor Series: How Global Pandemics and World Events Affect the World of Client Service and Financial Advice 50:23

3 years ago50:23

50:23

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 gathering, Marie Swift kicked off the conversation by asking the participants to reflect back to March 2020 as the pandemic realities kicked in and, to more importantly, fast forward to today and tell us how things are going, what they have seen and put in place to better serve their clients, and where they are headed as the future unfolds. Participating at the Advisor Round Table in Austin were: Kellan Brown, FAR David Harbeitner, Pinnacle Wealth Planning Kyra Hollowell Morris, Morris Financial Concepts Jamie Hopkins, Carson Group Rick Kahler, Kahler Financial Group Craig Lemoine, University of Illinois Hannah Moore, Amplified Planning Ross Patterson, Simaris Financial Steve Resch, FAR Kacie Swartz, Stone Wealth Management Phil Walker, FAR Marie Swift, Impact Communications…

Swift Chats in the Financial Services Industry

1
Don't Call It "Financial Planning" with Reese Harper 35:23

3 years ago35:23

35:23

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 sustainable financial planning practice for the next generations of clients. You can learn more about Elements at GetElements.com.…

Swift Chats in the Financial Services Industry

1
Compilation Episode from the 2022 T3 Technology Tools for Today Conference 32:11

3 years ago32:11

32:11

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 , General Manager/Vice President at Salesforce - Rich Cancro , CEO at AdvisorEngine - Robb Baldwin , President and CEO at TradePMR - Eric Clarke , CEO at Orion Advisor Solutions - Mary Carlson , Ph.D., CFP®, AFC®, President at Financial Behavior Keynote Group - Henry Zelikovsky , Chief Executive Officer at SoftLab 360 - Land Bridgers , Chief Executive Officer at Integrated Financial Group - Kelly Vick , Client Services Coordinator at Stone Wealth Management - Joe Saari , Founder and Head of Product at Financial Fitness Group - Robert Pyle , CFP®, CFA, AEP®, Owner at Diversified Asset Management, Inc…

Swift Chats in the Financial Services Industry

1
Navigating a Changing Environment with Carl Richards 6:55

3 years ago6:55

6:55

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.

Swift Chats in the Financial Services Industry

1
Winning in the Digital Age with Nitin Seth 13:17

3 years ago13:17

13:17

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…

Swift Chats in the Financial Services Industry

1
Transforming Referrals into New Clients with Bill Cates 16:17

3 years ago16:17

16:17

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 the Exponential Growth Guide on ExponentialGrowthGuide.com For more information on the Bill Cates Relationship Marketing System, visit ReferralCoach.com…

Swift Chats in the Financial Services Industry

1
Advyzon's Quantum Rebalancing Tool with John Mackowiak and Dirk Pearson 13:41

3 years ago13:41