​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 ..read more

In this podcast special recorded live in the T3 Podcast Station powered by LPL Financial at the 2024 T3 Technology Tools for Today Advisor Conference, which also celebrated it's 20th anniversary. Host Marie Swift speaks to 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 Garfi ..read more

In this podcast special recorded live in the T3 Podcast Station powered by LPL Financial at the 2024 T3 Technology Tools for Today Advisor Conference, which also celebrated it's 20th anniversary. Host Marie Swift speaks to 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 ..read more

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 m ..read more

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 we ..read more

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 resh ..read more

​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 an ..read more

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 lat ..read more

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 a ..read more

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 complianc ..read more