.Marie Swift speaks with Melinda McCubbin, Founder of Truman Wealth Advisors, in this edition of the Fiduciary Voices #FinLit series for #FinancialLiteracyMonth .

Watch here: tinyurl.com/FLM-TWA

Kitces Research suggests that the more marketing techniques advisors implement, the faster their firms grow. But with limited resources, how can advisors do that? Managing Editor Sydney Squires explains how 1 content can be used for 6 different techniques. bit.ly/4arvDdI

Oh how I love these two!

Data Warehouses: From Sci-Fi Dream to Wealth Management Reality

Via ⁦VettaFi | Advisor Perspectives⁩ Perspectives

By Craig Iskowitz⁩ and ⁦Henry Zelikovsky⁩ advisorperspectives.com/articles/2024/…

Hear insights and takeaways from Dan Seder, Managing Partner of Blue Chip Partners, LLC, about the Fiduciary Voices Roundtable in this video exit interview.
vimeo.com/showcase/11052…

In this episode of the NAPFA Nation Podcast, Jeff Jones of Longview Financial Advisors, Abby Hasling, CFP®, ChSNC ® of The Mather Group, and Stephen Fletcher of EVOadvisers talk with host Marie Swift about why they have volunteered for NAPFA leadership roles.

Listen: tinyurl.com/NAPFA-Pod

.Marie Swift speaks with Cassandra Kirby of Braun-Bostich & Associates in this Fiduciary Voices #FinLit series for #FinancialLiteracyMonth . They discuss valuable insights to help individuals navigate their financial journey with confidence.

Watch here: fiduciaryvoices.com/videos/masteri…

.Marie Swift speaks with Rob Rickey, CFP®, Chief Growth Officer at StraightLine about some helpful tips for #FinancialLiteracyMonth . Watch their full conversation here:

fiduciaryvoices.com/videos/financi…

Three Steps To Building A Million-Dollar Advisory Business fa-mag.com/news/three-ste…

Join Danielle White of Myriad Advisor Solutions and Impact's Marie Swift and Jonny Swift for a fantastic fireside chat. Sign up to get the recording or watch live.

Details for the April 17th, 1pm CT virtual event are here:
linkedin.com/events/financi…

In this goRIA Podcast fueled by InvestmentNews, host charlesfailla talks with PR and Marketing pro Marie Swift (Founder & CEO of Impact Communications) about all things related to crafting your Breakaway narrative.
Listen here: tinyurl.com/goRIApod

Pleased 😎 to see my tip on the difference between being a subject matter expert and a thought leader in this Forbes Agency Council article - mine is #15 on the list 👇🏼

.Marie Swift speaks with Nicole Strbich of Buckingham Advisors in this Fiduciary Voices #FinLit series for #FinancialLiteracyMonth . They discuss insights and actionable financial advice as tax season unfolds.

Watch here: fiduciaryvoices.com/videos/maximiz…

Excited to share that we're bringing back KwanTIPS, highlighting various features of the platform to help advisors use Kwanti to the fullest. This week's #KwanTIP covers how you can easily & quickly create custom Stress Test scenarios in Kwanti. Watch now: vimeo.com/930349203

Thinking about going independent? Start your journey right by creating the perfect narrative! goRIA fueled by InvestmentNews podcast host charlesfailla, talks with PR & Marketing Pro Marie Swift, who will show you how:
youtube.com/live/o8ubR5ibI…

Finding new clients isn't always easy, but providing a great first impression when it comes to information gathering is.

Help elevate the #prospectexperience and reduce manual data entry by bundling the Risk Tolerance Questionnaire with our Fact Finder.

#featurefriday

Naoko McKelvey, senior financial advisor at Blue Chip Partners, LLC, reflects on her career working at an RIA firm and how perception and understanding of RIAs have evolved over the past 15 years.

Read insights from McKelvey in this InvestmentNews profile: investmentnews.com/rias/niche-adv…

Our State of Digital reveals a game-changing revelation: referral events are a powerhouse for generating leads!

Marie Swift, CEO Impact Communications recommends smaller events as the real secret sauce.

Gain access to more insights here 👉 bit.ly/3HEZfaL

In this Swift Chat, Marie Swift speaks with Steve Atkinson, Speaker, Leadership Coach, and Growth Expert with Admired Leadership. The discussion revolves around leadership and its practical applications in financial advising.

Listen here: impactcommunications.org/best-practices…

I echo what Jamie Hopkins is saying! My husband had some suspicious looking spots on his face. I bugged/begged him for years to go in & get checked. He finally did. Not great news but could’ve been worse. The surgeon says he’ll be just as handsome as ever once sites heal.