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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Impact Communications @ImpactMarComPR

2 weeks ago

The Impact team had such an amazing time at the Financial Planning Association of Greater Kansas City’s annual symposium! 💙 Impact CEO @marieswift had the opportunity to sit down with the one and only @behaviorgap & had some wonderful #SwiftCam conversations with attendees!

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Impact Communications @ImpactMarComPR

2 weeks ago

Impact Communications CEO @marieswift will be speaking at @finplan's ADVISE AI Conference, happening on Oct. 28–29 at the Wynn Las Vegas! Registration link is in the comments section below. This is the only wealth management event 100% focused on #AI. Don’t miss this!

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Impact Communications @ImpactMarComPR

2 weeks ago

When @marieswift attended @MorningstarInc'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 @finplan in the comments below.

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Impact Communications @ImpactMarComPR

3 weeks ago

We’re thrilled to share that several Impact clients have been named finalists for the 2025 @wealth_mgmt Industry Awards: Advyzon, AIM, Kwanti, @SyntaxData, @theoasisgrp, @encorestateplan, TaxStatus, and Bogart Wealth. More #Wealthies details here: citybiz.co/article/733246…

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Marie Swift @marieswift

3 weeks ago

It's "Wealthies Season" again -- and, once again, @ImpactMarComPR 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…

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Impact Communications @ImpactMarComPR

a month ago

In this new #SwiftChat conversation, @marieswift 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…

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Impact Communications @ImpactMarComPR

a month ago

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

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Impact Communications @ImpactMarComPR

2 months ago

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

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The Oasis Group @theoasisgrp

3 months ago

John O'Connell had a fantastic time this week at @Wealth__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.

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Impact Communications @ImpactMarComPR

2 months ago

Impact team members @marieswift, @JonnySwiftIC, @DoriRThomas , and @ColinSwiftIC 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.

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Marie Swift @marieswift

2 months ago

ICYMI

T3 Technology Tools @t3techhub

6 months ago

ICYMI

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Marie Swift @marieswift

4 months ago

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 ⁦⁦@BlackDiamond⁩ ⁦@Envestnet_⁩ ⁦@Orion_OAS⁩ riabiz.com/a/2025/5/17/ad…

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Shannon Rosic @ShannonRosic

4 months ago

🚨 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

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Marie Swift @marieswift

4 months ago

Many thanks to ⁦@ShawnaOhm⁩ 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.

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Marie Swift @marieswift

4 months ago

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

Shannon Rosic @ShannonRosic

4 months ago

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

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Marie Swift @marieswift

4 months ago

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 @wealth_mgmt @ShannonRosic

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Impact Communications @ImpactMarComPR

6 months ago

Impact is wrapping up here in Dallas on the final day of the #T32025 @t3techhub Conference! We couldn’t have done it without our hard working team: @marieswift, @JonnySwiftIC, Colin Swift, Dori Thomas, Quinn Law, and @ShawnaOhm of @Content151