Patrick Shaddow of Syntax and I actually got a chance to sit down together for a few minutes. I love being a tech tour guide this year at #T32025

#Advyzon named best all-in-one software solution for 🎉eighth consecutive year 🤯 in 2025 T3 Technology Tools / Inside Information survey announced at #T32025 businesswire.com/news/home/2025…

Amazing intel - and a powerful solution - from #TaxStatus today at #T32025

Impact is wrapping up here in Dallas on the final day of the #T32025 T3 Technology Tools Conference! We couldn’t have done it without our hard working team: Marie Swift, Jonny Swift, Colin Swift, Dori Thomas, Quinn Law, and Shawna Ohm 🍉 of Content 151

Where’s the money - your client’s money? Now you can KNOW for sure with #TaxStatus #T32025 take note!

Who doesn’t like a good bourbon tasting at 3:08 PM after a long and successful conference!? #T32025

I'm speaking at Wealth Management EDGE 2025, taking place on June 10-12 at The Boca Raton Resort, Boca Raton, FL! Register now and save 20% by clicking here >> informaconnect.com/edge/purchase/… #WMEDGE Thanks for the invite WealthManagement.com Shannon Rosic

Looks like an amazing session! Shannon Rosic and Jeff Coyle of #Libretto together for an Ask Us Anything opportunity:

Many thanks to ⁦Shawna Ohm 🍉⁩ for this surprise delivery - a handful of posies, just in time for Mother’s Day weekend. Sitting here, enjoying a cup of coffee, listening to the birds sing, in the quiet morning before the rest of the family arrives. Life is good.

🚨 New episode alert 🚨 On the latest WealthStack Podcast, I chat with Libretto’s founder, Jeff Coyle, on: → LDI for individuals → Abundance > scarcity → Planning beyond benchmarks Listen here: tinyurl.com/2v7hmb3m

ICYMI: in this ⁦RIABiz⁩ article you’ll find an open letter from Hailin Li, CEO of #Advyzon - the award-winning platform that continues to attract new business from competitors such as ⁦⁦Black Diamond⁩ ⁦Envestnet⁩ ⁦Orion Advisor Solutions⁩ riabiz.com/a/2025/5/17/ad…

John O'Connell had a fantastic time this week at Wealth Management EDGE! From his insightful AI panel, another great CTO Think Tank, lively dinners & multiple interviews, John had a great time connecting with so many friends, clients, partners & colleagues at another outstanding #WMEDGE.

Impact team members Marie Swift, Jonny Swift, Dori Thomas , and Colin Swift had a blast showcasing their pickleball skills and connecting with so many talented advisors from the @FPAofGreater Kansas City community while sponsoring the FPA KC Summer Social.

ICYMI

#WealthManagement professionals looking to grow their practice should not miss this upcoming webinar with John O'Connell The Oasis Group & Jeff Coyle of Libretto: From Risk Tolerance to Real Life - Rethinking Financial Planning for Every Generation: register.gotowebinar.com/register/80062…

In this new #SwiftChat conversation, Marie Swift speaks with Andy Wang, a LinkedIn Top Voice, to explore how he has strategically leveraged LinkedIn to grow his following. Watch the full conversation here or listen wherever you get your podcasts: impactcommunications.org/best-practices…

In the newest episode of the NAPFA Nation podcast, host Marie Swift speaks with Dan Moisand on the #fiduciarystandard, the future of #financialplanning, and elevating the profession. Listen here: napfamindsetmastery.libsyn.com/napfanation/el…

It's "Wealthies Season" again -- and, once again, Impact Communications has a long and illustrious list of clients named finalists. We are absolutely thrilled and couldn’t be prouder of the incredible work they’ve done to earn these prestigious honors. More: businesswire.com/news/home/2025…

We’re thrilled to share that several Impact clients have been named finalists for the 2025 WealthManagement.com Industry Awards: Advyzon, AIM, Kwanti, Syntax Data, The Oasis Group, EncorEstate Plans, TaxStatus, and Bogart Wealth. More #Wealthies details here: citybiz.co/article/733246…

When Marie Swift attended Morningstar, Inc.'s investment conference this summer, she saw how growth-minded advisors are evolving from “being all things to all people to being everything to the right people.” Link to the article published by Financial Planning in the comments below.