Swift Chats in the Financial Services Industry

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

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.

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

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 

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 

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

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/

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

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

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:

1. Kellan Brown, FAR
2. David Harbeitner, Pinnacle Wealth Planning
3. Kyra Hollowell Morris, Morris Financial Concepts
4. Jamie Hopkins, Carson Group
5. Rick Kahler, Kahler Financial Group
6. Craig Lemoine, University of Illinois
7. Hannah Moore, Amplified Planning
8. Ross Patterson, Simaris Financial
9. Steve Resch, FAR
10. Kacie Swartz, Stone Wealth Management
11. Phil Walker, FAR
12. Marie Swift, Impact Communications

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.

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

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.

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

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

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 advisors streamline their operations so they can focus on growing their business. The trio discusses the growth of the company, Advyzon's new Quantum Rebalancing tool, and a few teasers of upcoming features Advyzon is working on.

For more information on Advyzon, please visit https://www.Advyzon.com/ 

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

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 about Marie and her PR and Marketing firm, Impact Communications, visit: www.ImpactCommunications.org

For a full roster of Swift Chats, visit:
www.impactcommunications.org/best-practices-blog/category/swift-chat

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 heavy lifting allows the advisor to focus on what they're good at, educating prospects on financial topics and generating leads.

For more information about Brad and White Glove visit: www.WhiteGlove.com

For a full roster of Swift Chats, visit: www.impactcommunications.org/best-practices-blog/category/swift-chat