finance of america reverse

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 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