Marie Swift @marieswift
Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6 impactcommunications.org Kansas City Joined January 2009-
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In this #SwiftCam at Future Proof 2025 @marieswift speaks with @markheynen of @getknap highlighting Knapsack's Outreach email platform for advisors - helping solve the problem of following up with clients and prospects. Watch the full interview here: vimeo.com/1118003907
This #SwiftCam at Future Proof 2025, @marieswift speaks with Vinay Tolia of Marine Layer Advisors about his Breakthru meetings highlights and what Marine Layer is all about, simplifying #derivatives & #structurednotes for #financialadvisors. Watch here: vimeo.com/1118003992
This #SwiftCam at Future Proof 2025 @marieswift speaks with @PatricGlassell of Kwanti about his first time attending the festival, as well as Kwanti's recent @wealth_mgmt Industry 'Wealthies' Award for Portfolio Analytics. Watch the full interview here: vimeo.com/1118003960
This #SwiftCam at Future Proof 2025 @marieswift speaks with Matt Morris of @encorestateplan about his takeaways from this year's festival as well as how Encore's streamlined platform allows advisors to easily review, update, & fund estate plans Watch here: vimeo.com/1118003930
In this #SwiftCam recorded live at the 2025 @FutureProof_HQ Festival, @marieswift speaks with John Hoffman of Balefire Wealth about his highlights from his first experience at the festival. Watch the full interview here: vimeo.com/1118003877
In this #SwiftCam recorded live at the 2025 @FutureProof_HQ Festival, @marieswift speaks with Sean Sandys of @SyntaxData about his experience of this year's festival. He also shares what’s new at Syntax. Watch here: vimeo.com/1118006253
This #SwiftCam at the 2025 @FutureProof_HQ Festival, @marieswift speaks with Leigh White of @MyriadAS, about what sets Future Proof apart from other conferences - noting the Breakthru sessions as a great way to network and build connections. Watch here: vimeo.com/1118003886
This #SwiftCam at the 2025 @FutureProof_HQ Festival, @marieswift speaks with @HJudeBoudreaux of The Planning Center about his experience at this year’s festival, highlighting his top takeaways from the various sessions. Watch the full interview here: vimeo.com/1118006241
ICYMI: Check out this #SwiftChat video and podcast, where @marieswift sits down with Leigh White, CEPA®, Founder & CTO of @MyriadAS. A powerful story for any #BusinessOwner who wants to safeguard their legacy before crisis strikes. Watch here: impactcommunications.org/best-practices…
Join John O’Connell of @theoasisgrp, @FinTechie @t3techhub, Theodore Toso of Vi4 Wealth & Janet Galloway of B&B Strategic Management for this upcoming webinar hosted by @marieswift exploring practical strategies for simplifying #PerformanceReporting. Link in the comments.
In our latest #SwiftChat, @marieswift chats with Matt Morris of @encorestateplan, who shares how the lack of an #EstatePlan caused turmoil for his own family, which inspired the creation of Encore's streamlined platform. Watch: impactcommunications.org/best-practices…
The Advisor Software Survey from @t3techhub and Inside Information is now available for your participation! #FinancialAdvisors and #WealthManagement professionals are invited to weigh in: surveymonkey.com/r/3HCN6W6
Impact Communications is thrilled to celebrate our standout clients that were named finalists for the @ThinkAdvisor 2025 #TALuminaries Awards: Advyzon, @theoasisgrp, Syntax Data, Libretto, Kwanti, @encorestateplan, and StraightLine. See the full list here: event.thinkadvisor.com/luminaries-awa…
Brian Huckstep, CFA, CFP®, CIO of Advyzon Investment Management, LLC. (AIM), was featured on a @Nasdaq #TradeTalks segment with @JillMalandrino, discussing infrastructure investments that align with future needs and more: nasdaq.com/videos/infrast…
October 17 - 12pm ET, @JohnOkOconnell, Mark Gilbert of @zocksio, Stacie Craddock of Integrated Compliance Advisors, and Jason Gross of Colorado's Division of Securities, discuss best practices for implementing #AI tools while staying compliant. More here: register.gotowebinar.com/register/12039…
#Financialadvisors: it’s that time again. The T3/Inside Information Software Survey from @t3techhub is live—and your input matters. Results will be revealed at the #T3Conference2026 (March 9–12, New Orleans). Take the survey here: surveymonkey.com/r/3HCN6W6
In our latest #SwiftChat podcast, @marieswift connects with Michael Rose, CFP®, MST of @cerulli_assoc to break down highlights from Cerulli’s new 117-page U.S. #wealthmanagement technology report. Watch here: impactcommunications.org/best-practices…
This is something everyone needs to hear today.
New from @NAPFA: The NAPFA Nation Podcast: Episode #33. Host @marieswift has a conversation with Uziel Gomez, CFP®, AFC®, Founder of Primeros Financial. Tune in to learn how Uziel’s mission is changing the #financialplanning conversation for the better: napfamindsetmastery.libsyn.com/napfanation/br…
Coming together makes us stronger. At Impact’s @FutureProof_HQ Festival 'Friends of Impact' Dinner, we gathered our crew of clients & friends to share ideas, spark new connections, & build lasting synergies. A big thank you to our dinner sponsors, Libretto, Kwanti & @SyntaxData!

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