Marie Swift
@marieswift
Marie Swift is a PR and Marketing professional serving the financial services industry: More at MarieSwift.com and ImpactCommunications.org
ID: 18654899
http://www.impactcommunications.org 06-01-2009 01:07:52
33,33K Tweet
8,8K Followers
2,2K Following
#Advyzon named best all-in-one software solution for šeighth consecutive year š¤Æ in 2025 T3 Technology Tools / Inside Information survey announced at #T32025 businesswire.com/news/home/2025ā¦
Impact is wrapping up here in Dallas on the final day of the #T32025 T3 Technology Tools Conference! We couldnāt have done it without our hard working team: Marie Swift, Jonny Swift, Colin Swift, Dori Thomas, Quinn Law, and Shawna Ohm š of Content 151
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/ā¦ #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 ā¦Shawna Ohm šā© for this surprise delivery - a handful of posies, just in time for Motherās 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.
ICYMI: in this ā¦RIABizā© article youāll find an open letter from Hailin Li, CEO of #Advyzon - the award-winning platform that continues to attract new business from competitors such as ā¦ā¦Black Diamondā© ā¦Envestnetā© ā¦Orion Advisor Solutionsā© riabiz.com/a/2025/5/17/adā¦
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.
#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/80062ā¦
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-practicesā¦
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 couldnāt be prouder of the incredible work theyāve done to earn these prestigious honors. More: businesswire.com/news/home/2025ā¦
Weāre 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/733246ā¦
When Marie Swift attended Morningstar, Inc.'s investment conference this summer, she saw how growth-minded advisors are evolving from ābeing all things to all people to being everything to the right people.ā Link to the article published by Financial Planning in the comments below.
