Impact Communications @ImpactMarComPR
Building brands and enhancing reputations in the financial services industry since 1993 Leawood, KS Joined September 2022-
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.@marieswift 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
ICYMI: @marieswift and @sulemandn talk about generative AI and the best ways to get started with it. The short video conversation is followed by a more in-depth article written by Marie for #ActionMagazine. advisorengine.com/action-magazin…
Financial Advisors won’t want to miss this @ThinkAdvisor article by Jane Wollman Rusoff featuring @DerrickTKinney as he takes on the 5 Biggest Challenges facing FAs right now. Read the full article here: thinkadvisor.com/2024/04/16/adv…
Great article penned by co-authors @Softlab360CEO of Softlab360 and @craigiskowitz of Ezra Group on The differences between data lakes and data warehouses via @Vetta_Fi Advisor Perspectives advisorperspectives.com/articles/2024/…
Hear insights and takeaways from Dan Seder, Managing Partner of @BlueChip_LLC, about the Fiduciary Voices Roundtable in this video exit interview. vimeo.com/showcase/11052…
.@marieswift 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…
In a world of instant information we can find answers at the click of a button. But is more information and better financial literacy the path to prosperity? Read insights from Mindy McCubbin of Truman Wealth Advisors in this write-up for Fiduciary Voices: tinyurl.com/FV-FinLit
Please join us in congratulating @DoriRThomas on two years with Impact Communications! Thank you for all you do for Impact, Dori!
.@DerrickTKinney launched the 'Success for Advisors Advisor Accelerator Program'—an initiative dedicated to transforming financial advisors for client and revenue growth within five-months. Advisors take 10% off if registered by April 25th. See info here: tinyurl.com/MediaSP
In this exit interview video, Bill Keen, Founder and CEO of @keenwealthadvis, shares insights and takeaways from his participation in the first Fiduciary Voices Roundtable. Watch here: vimeo.com/showcase/11052…
.@marieswift 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…
In this episode of the @NAPFA Nation Podcast, Jeff Jones of Longview Financial Advisors, @AbbyHasling of @themathergroup, and Stephen Fletcher of @EVOAdvice talk with host @marieswift about why they have volunteered for NAPFA leadership roles. Listen: tinyurl.com/NAPFA-Pod
Join @white_danielle of @MyriadAS and Impact's @marieswift and @JonnySwiftIC 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 @charlesfailla1 talks with PR and Marketing pro @marieswift (Founder & CEO of Impact Communications) about all things related to crafting your Breakaway narrative. Listen here: tinyurl.com/goRIApod
.@marieswift 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…
Thinking about going independent? Start your journey right by creating the perfect narrative! goRIA fueled by @investmentnews podcast host @charlesfailla1, talks with PR & Marketing Pro @marieswift, who will show you how: youtube.com/live/o8ubR5ibI…
What’s on the @advyzon roadmap? COO Dirk Pearson breaks down updates and features coming down the pike in 2024 with @ShannonRosic of @wealth_mgmt at the recent #AdvyzonConference. Watch here: wealthmanagement.com/technology/wha…
Meghan Holmes, COO of @advyzon Investment Management, was named a Top Woman Industry Leader by @wealth_report as part of their Pathfinder Awards. Read more about Holmes and see the full list of winners here: wealthsolutionsreport.com/2024/03/26/wsr…
Naoko McKelvey, senior financial advisor at @BlueChip_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…
Impact Communications is pleased to announce that we are working with best-selling book author and financial advisor coach @DerrickTKinney. Full announcement here: finance.yahoo.com/news/impact-co…
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274 Followers 565 Following 🎯 Digital Marketing Expert for Financial Advisors | 💼 Client Acquisition | 🎙️ Get AdvisorFIT Podcast Host | 🤝 Outsourced Partner | 💪🏻 IFBB Pro Bodybuilder.@marieswift 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
ICYMI: @marieswift and @sulemandn talk about generative AI and the best ways to get started with it. The short video conversation is followed by a more in-depth article written by Marie for #ActionMagazine. advisorengine.com/action-magazin…
In our latest #KwanTIP, learn more about CIT data - now available in Kwanti! With CIT data, advisors can provide more accurate & comprehensive investment advice, while clients can have a better understanding of their retirement account holdings. #CITs vimeo.com/932639458
Kwanti's Josh Schwaber penned this article for Advisor Perspectives by @Vetta_Fi, discussing the importance of customizing model portfolios in order to address each client's unique needs - and how advisors can use tech to efficiently do so. Read more: advisorperspectives.com/articles/2024/…
When @advyzon first came on the market over a decade ago, @BobVeres was wary of all-in-one platforms. Initially skeptical of the efficacy of combining various financial management tools, Veres admitted to being wrong in this video with @wealth_mgmt at the Advyzon Conference, as…
In this week's #KwanTIP, discover how to add a model portfolio's history of changes to achieve a more realistic illustration and performance calculation. Click here to learn more: support.kwanti.com/hc/en-us/artic… vimeo.com/932642443 #modelmarketplace #modelportfolios #modelhistory
How does Kwanti simplify portfolio analytics? In this interview CEO Christophe Gauthron did with @wealth_mgmt at the 2024 @t3techhub conference, he highlights enhancements made in the past year and hints at coming features to enhance client acquisition: youtube.com/watch?v=PfIdCT…
Thank you God for working miracles in our favor today and giving our family great news 🙏clean scans 🫁Thank you for my care team at @PennMedicine especially my Oncologist Dr. Melina Marmarelis 👩🏼⚕️My family and I needed this win before Mother’s Day and granddaughter #2 in July 💓
We're proud to work with @EquitaFn and provide their members with a tech platform that offers a customizable client portal, CRM, performance reporting, billing, 24-hour tech support, and so much more. Congrats to Astraea Wealth Management on joining! wealthmanagement.com/ria-news/deal-…
In this @wealth_mgmt video recorded at the inaugural #AdvyzonConference, a handful of advisors share why they love @advyzon and how it helps them to be more efficient in their advisory practice. Watch now: wealthmanagement.com/practice-manag…
In this exit interview video, Bill Keen, Founder and CEO of @keenwealthadvis, shares insights and takeaways from his participation in the first Fiduciary Voices Roundtable. Watch here: vimeo.com/showcase/11052…
In this week's #KwanTIP, discover how you can easily model a fixed indexed annuity in Kwanti. Watch now: If you'd like to learn more about adding #FIAs to your portfolios or models, click here: support.kwanti.com/hc/en-us/artic… vimeo.com/932621529 #fixedindexedannuities #annuities
.@brianhuckstep, CIO of Advyzon Investment Management (AIM), tackled some questions from @FinAd_IQ on how and when advisors should consider direct indexing, and when to maybe back off. Read more in this Q&A: financialadvisoriq.com/c/4475664/5847…
At the inaugural #AdvyzonConference, Dave Goes sat down with @ShannonRosic of @wealth_mgmt to talk about his new role at @advyzon and the mission to scale up to enterprise clients. We're so excited to have Dave on board to lead our enterprise sales division, and to utilize our…
In this goRIA Podcast fueled by @investmentnews, host @charlesfailla1 talks with PR and Marketing pro @marieswift (Founder & CEO of Impact Communications) about all things related to crafting your Breakaway narrative. Listen here: tinyurl.com/goRIApod
.@marieswift 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 @charlesfailla1, talks with PR & Marketing Pro @marieswift, who will show you how: youtube.com/live/o8ubR5ibI…
In this Bogart Wealth Personal Finance 101 webinar for #FinancialLiteracyMonth, AGT Associate Luke Leonard gives a basic introduction to monthly budgets, bank accounts, credit, and taxes. Watch the full video here: youtube.com/watch?v=hU119S…
What’s on the @advyzon roadmap? COO Dirk Pearson breaks down updates and features coming down the pike in 2024 with @ShannonRosic of @wealth_mgmt at the recent #AdvyzonConference. Watch here: wealthmanagement.com/technology/wha…
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