Swift Chats in the Financial Services Industry
By Impact Communications, Inc.
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Episodes: 97
Description
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
| Episode | Date |
|---|---|
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Building Trust Through Education-First Financial Planning with Beth Mosshart
|
Jul 16, 2026 |
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Humanizing Financial Advice in the Age of AI with Frank Corrado
|
Jul 06, 2026 |
|
Bringing Transparency to Alternative Investment Data with Stacy Chitty and Henry Zelikovsky
|
Jun 08, 2026 |
|
T3 Hot & Happening 2026 – Part 3: Data, Workflows, and the Human Side of AI
|
May 21, 2026 |
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T3 Hot & Happening 2026 – Part 2: AI, Automation, and the Future of Advice
|
May 04, 2026 |
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T3 Hot & Happening 2026 – Part 1: Building Smarter Advisor Relationships with Maximizer
|
Apr 07, 2026 |
|
Agentic AI, GenAI, WealthTech Knowledge, T3, and more with John O'Connell
|
Jan 13, 2026 |
|
Unpacking 45 Years of Financial Planning Evolution with Bob Veres
|
Dec 09, 2025 |
|
How Independent Advisors Can Stand Out in the Age of AI Search with Paul Gilbert and Shawna Ohm
|
Dec 04, 2025 |
|
Enabling Deeper Client Connections Through AI-Driven Insights with Mark Heynen
|
Nov 25, 2025 |
|
Insurance Insights for Better Wealth Defense with Meaghan Dowd
|
Nov 03, 2025 |
|
Harnessing Technology and Analytics for Smarter Investing with Intervallum with Alan Thomson
|
Oct 07, 2025 |
|
How Technology is Shaping Wealth Management with Michael Rose
|
Sep 23, 2025 |
|
Empowering Advisors to Solve Estate Planning Pain Points with Matt Morris
|
Sep 16, 2025 |
|
Reclaim Time, Reduce Stress, and Reshape Your Business with Claire Alexander
|
Aug 11, 2025 |
|
Less Polish, More Presence – The New Formula for Social Media Success with Andy Wang
|
Jul 30, 2025 |
|
T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 3
|
Jul 28, 2025 |
|
T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 2
|
Jun 18, 2025 |
|
Reimagining Wealth Management with 'Total Wealth' Planning and Investing with Jeff Coyle
|
Jun 04, 2025 |
|
Real-World Lessons in Succession Planning and Resilience with Leigh White, CEPA®
|
May 20, 2025 |
|
T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1
|
Apr 23, 2025 |
|
Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP®
|
Oct 23, 2024 |
|
AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell
|
Sep 23, 2024 |
|
Revolutionizing Financial Advisor Marketing with Precision Video Ads with Alex Khassa
|
Sep 09, 2024 |
|
Unlocking Behavioral Finance - Insights from A Wealth of Well-Being with Meir Statman
|
Jul 23, 2024 |
|
Unlocking Success with Passion, Partnerships, and Positive Mindset with Derrick Kinney
|
Jun 28, 2024 |
|
Unveiling Extraordinary Lives with Jane Wollman Rusoff
|
May 15, 2024 |
|
Leadership Is What You Do with Steve Atkinson
|
Apr 01, 2024 |
|
T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part II
|
Mar 05, 2024 |
|
T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part I
|
Feb 27, 2024 |
|
Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial
|
Feb 14, 2024 |
|
Building the RIA of Choice with Tony D'Amico
|
Jan 12, 2024 |
|
The BLX Internship Program with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska
|
Dec 19, 2023 |
|
Liability Optimization with Sora Finance Co-Founders Siddhartha Oza and Rohit Agarwal
|
Dec 05, 2023 |
|
Sammy Rabbit's Money School for Financial Advisors with Sam X Renick
|
Oct 24, 2023 |
|
Integrating AI with Your Marketing Efforts with Marie Swift and Jonny Swift
|
Sep 08, 2023 |
|
AdvisorAI and 401kAI Tools for Financial Advisors with Daniel Satchkov
|
Aug 28, 2023 |
|
Unlocking Meaningful Financial Conversations with Michael Lecours
|
Aug 11, 2023 |
|
Highlights from the 2023 Morningstar Investment Conference with Mary Beth Franklin and Laura Carstensen
|
Jul 12, 2023 |
|
Compilation Episode from the 2023 Morningstar Investment Conference
|
Jun 07, 2023 |
|
Compilation Episode from the 2023 T3 Technology Tools for Today Advisor Conference
|
May 25, 2023 |
|
T3 Technology Tools for Today Presents: Hot & Happening at T3 2023
|
Apr 28, 2023 |
|
Compilation Episode from the 2023 AICPA & CIMA Personal Financial Planning Summit
|
Apr 13, 2023 |
|
Building a Community for Women Advisors with Bridget Grimes and Katie Burke
|
Mar 29, 2023 |
|
Using Listening Skills and Mindfulness to Manifest your Goals with George Kinder
|
Feb 14, 2023 |
|
Inside Scoop for T3 2023 with Joel Bruckenstein
|
Feb 09, 2023 |
|
Compilation episode from the 2022 MarketCounsel Summit
|
Dec 26, 2022 |
|
Know The Game You're Playing with James Lange
|
Nov 23, 2022 |
|
The Value of a Structured Mentorship Program with Kellan Brown and Jean Heath
|
Nov 15, 2022 |
|
FPA Kansas City Compilation Episode with Michael Kitces, Micha Baxley, and More (August and September 2022 Events)
|
Oct 31, 2022 |
|
Building an Empowered and Collaborative Workplace Culture with Alyssa Phillips
|
Oct 15, 2022 |
|
Thinking About the Future of Your Business - Live at T3 2022 with Rich Cancro
|
Sep 12, 2022 |
|
Provincial Development Group, LLC with Blaine Wease
|
Sep 09, 2022 |
|
FAR Sight Advisor Series: Imposter Syndrome and How to Handle Misplaced Perceptions Related to Age, Gender and Roles
|
Aug 29, 2022 |
|
FinTech's Rapid Evolution and the Ezra Group WealthTech Integration Score with Craig Iskowitz
|
Aug 14, 2022 |
|
Achievement-Based Planning for Those at the Cross Roads of Fame and Fortune with Mitch Martin
|
Jul 30, 2022 |
|
Compilation Episode from the IWI ACE Academy 2022
|
Jul 15, 2022 |
|
Compilation Episode from the Morningstar Investment Conference 2022
|
Jul 05, 2022 |
|
FAR Sight Advisor Series: How Global Pandemics and World Events Affect the World of Client Service and Financial Advice
|
Jun 24, 2022 |
|
Don't Call It "Financial Planning" with Reese Harper
|
Jun 20, 2022 |
|
Compilation Episode from the 2022 T3 Technology Tools for Today Conference
|
Jun 08, 2022 |
|
Navigating a Changing Environment with Carl Richards
|
May 24, 2022 |
|
Winning in the Digital Age with Nitin Seth
|
May 12, 2022 |
|
Transforming Referrals into New Clients with Bill Cates
|
Apr 19, 2022 |
|
Advyzon's Quantum Rebalancing Tool with John Mackowiak and Dirk Pearson
|
Apr 11, 2022 |
|
Achieving Balance In Life and Work with Travis Parry
|
Mar 24, 2022 |
|
How Smart Advisors and Financial Services Firms are Adjusting their Marketing Sails in 2022 with Jake Wagner
|
Feb 03, 2022 |
|
Lead Generation Using White Glove Workshops with Brad Swineheart
|
Jan 25, 2022 |
|
Marketing Systematically to a Niche with Alex Cavalieri
|
Jan 04, 2022 |
|
Reducing Portfolio Risk in Retirement with Phil Walker
|
Dec 04, 2021 |
|
Women, Wealth and Social Change with Haleh Moddasser
|
Nov 23, 2021 |
|
Compilation Episode from the Social/Digital Hub at the 2021 Morningstar Investment Conference
|
Nov 02, 2021 |
|
Marketing Trends for Financial Advisors Who Want to Stand Out with Angel Gonzalez
|
Aug 27, 2021 |
|
How Client Feedback Tools Can Empower Financial Advisors with Chris Manker
|
Aug 14, 2021 |
|
Digital Marketing for Financial Advisors with Claire Akin
|
Aug 01, 2021 |
|
The Aqueduct Strategy with Ariel Acuna
|
Jun 29, 2021 |
|
Run a Better Financial Advisory Business with Matt Sonnen and Marwa Zakharia
|
Jun 15, 2021 |
|
Household Hysterics, Story Listening, Statements and more with Dr. Preston Cherry
|
Jun 01, 2021 |
|
Top Tips for Independent Business Owners with Sam Brownell
|
May 18, 2021 |
|
Tips and Insights that Any Business Owner can Use to Leapfrog the Competition with Meredith Moore
|
Feb 24, 2021 |
|
Investing with Clarity with Mark Pearson
|
Feb 19, 2021 |
|
Using Compliant, Quality Content to Build Trust with Chris Lamoureux
|
Jan 20, 2021 |
|
Coping Skills with Dr. Daniel Crosby
|
Jan 09, 2021 |
|
Succession Planning Tips for Financial Advisors with Tim Wyman and Matt Trujillo
|
Dec 04, 2020 |
|
Why You Really Need a Good Business Plan - and How to Get Yours Done the Right Way with Joe Lukacs
|
Nov 20, 2020 |
|
Why Advisors Should Think of Themselves as a Guide in a Changing Landscape with "The Sketch Guy" Carl Richards
|
Nov 14, 2020 |
|
How to Use a Proven Process to Attract the Right Kinds of Clients with John Enright & Michael Palumbos
|
Nov 05, 2020 |
|
The Alliance of Comprehensive Planners and the ACP Annual Conference with Josh Cutler
|
Oct 10, 2020 |
|
How Advisors and Their Clients Have Adjusted to the Challenges Posed by 2020 with Heather Kelly
|
Oct 02, 2020 |
|
What the GUIDE Process and True Wealth Network for Financial Advisors Entails with Mark Clure
|
Sep 17, 2020 |
|
The Opportunity to Capture Additional Assets has Never Been Greater with John Bowen
|
Aug 08, 2020 |
|
How Communications Have Changed for Financial Advisors with Francesca McLin
|
Jul 22, 2020 |
|
How the Coronavirus Lock-Downs Changed Communications for Financial Advisors with Victor Gaxiola
|
Jul 11, 2020 |
|
Best Ways for Advisors to "Create Their Own Economies" During Challenging Times with Joe Lukacs
|
May 20, 2020 |
|
How the ACP System™ Helps Advisors Maintain Their Client Base with Hannah Bryant & Chip Simon
|
May 01, 2020 |
|
How Holistiplan's Tax Planning Software Helps Financial Advisors with Roger Pine & Kevin Lozer
|
Apr 10, 2020 |
|
Exploring the Idea of Doing Crisis Focus Groups with Steve Wershing
|
Mar 23, 2020 |