Best Marieswift Podcasts (2025)

1
T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1 1:03:06

26d ago1:03:06

1:03:06

If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening p…

1
Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP® 18:02

7M ago18:02

18:02

In this Swift Chat episode, Marie Swift speaks with Kevin Knull, CFP®, President of TaxStatus, a cutting-edge IRS account monitoring and tax data platform designed for financial professionals and the clients they serve, about how this innovative fintech solution is helping financial advisors enhance client services through seamless integration with…

1
AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell 15:56

8M ago15:56

15:56

In this Swift Chat conversation, Marie Swift speaks with John O'Connell, founder of The Oasis Group, a leading consultancy for the wealth management industry. Their leadership position includes identifying, reviewing, and discussing new technologies and capabilities for the wealth management industry. The Oasis Group offers award-winning consulting…

1
Revolutionizing Financial Advisor Marketing with Precision Video Ads with Alex Khassa 14:25

9M ago14:25

14:25

In this Swift Chat conversation, Jonny Swift speaks with Alex Khassa, founder of Clients Blackbox, a marketing partner to some of the fastest-growing financial advisory and retirement planning firms in the USA, about transforming financial advisor marketing through precision-engineered video ads. Khassa explains his approach to helping advisors cap…

1
Unlocking Behavioral Finance - Insights from A Wealth of Well-Being with Meir Statman 38:02

10M ago38:02

38:02

In this Swift Chat conversation, Marie Swift speaks with Meir Statman, Professor of Finance at the Leavey School of Business at Santa Clara University, to discuss the field of behavioral finance. Renowned for his research, Meir Statman has recently authored a new book called "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance," which…

1
Unlocking Success with Passion, Partnerships, and Positive Mindset with Derrick Kinney 34:46

11M ago34:46

34:46

In this Swift Chat conversation, Marie Swift speaks with Derrick Kinney, Best-Selling Book Author, Keynote Speaker, and Host of the Good Money podcast, to unpack the secrets behind his success and the strategies that have helped countless individuals achieve financial freedom. He also shares advice for financial advisors who might be looking to emu…

1
Unveiling Extraordinary Lives with Jane Wollman Rusoff 15:04

1y ago15:04

15:04

In this Swift Chat conversation, Marie Swift speaks with Jane Wollman Rusoff, Contributing Editor with ThinkAdvisor and a two-time AZBEE award winner from the American Society of Business Publication Editors. Jane's career journey is as diverse as it is fascinating. From delving into consumer electronics during the tech revolution to interviewing s…

1
Leadership Is What You Do with Steve Atkinson 29:32

1y ago29:32

29:32

In this Swift Chat conversation, Marie Swift speaks with Steve Atkinson, Speaker, Leadership Coach, and Growth Expert with Admired Leadership. The conversation delves into the realm of leadership and its practical applications in the financial advisory world. Steve shares insights and anecdotes that shed light on what it means to be an effective l…

1
T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part II 34:16

1y ago34:16

34:16

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot a…

1
T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part I 38:15

1y ago38:15

38:15

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot a…

1
Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial 13:30

1+ y ago13:30

13:30

In this special episode of "Hot and Happening at T3 2024", recorded live at the 2024 T3 Technology Tools for Today conference, Marie Swift leads an insightful conversation with Gary Carrai, CFA, Executive Vice President of Advisor Business Strategy at LPL Financial, the nation’s largest independent broker-dealer serving independent financial adviso…

1
Building the RIA of Choice with Tony D'Amico 28:09

1+ y ago28:09

28:09

In this Swift Chat, Marie Swifts speaks with Tony D'Amico, Founder and Managing Partner of Fidato Wealth, an award-winning SEC Registered Investment Advisor (RIA) based in Ohio, about the journey of building an admirable firm that stands out as the RIA of choice for both clients and talented professionals. From the challenges faced in attracting …

1
The BLX Internship Program with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska 23:25

1+ y ago23:25

23:25

In this Swift Chat conversation, Marie Swift speaks with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska, three of the four co-founders of the BLX Internship Program, a premier initiative dedicated to fostering diversity in the financial planning profession, specifically for aspiring Black and Latinx financial planners. The trio expresses a ge…

1
Liability Optimization with Sora Finance Co-Founders Siddhartha Oza and Rohit Agarwal 18:17

1+ y ago18:17

18:17

In this Swift Chat, host Marie Swift speaks with Siddhartha Oza and Rohit Agarwal, the co-Founders and co-CEOs behind Sora Finance, whose mission is to optimize debt costs for everyone by empowering advisors in actively managing clients' liabilities. The Sora platform, driven by an AI component, addresses the historical oversight of managing debt, …

1
Sammy Rabbit’s Money School for Financial Advisors with Sam X Renick 30:12

1+ y ago30:12

30:12

In this Swift Chat, Marie Swift sits down with Sam X Renick, the visionary behind Sammy Rabbit's Money School, a financial literacy program for children ages 2-10 years old. Listen to discover the inspiration behind Sammy Rabbit's Money School, a groundbreaking initiative dedicated to instilling essential money habits in children. Sam shares some …

1
Integrating AI with Your Marketing Efforts with Marie Swift and Jonny Swift 17:28

1+ y ago17:28

17:28

In this unique Swift Chat, recorded live in the Social/Digital Hub at the 2023 Morningstar Investment Conference (MICUS) in Chicago, honorary “Hubster” Shawna Ohm of Content 151 flips the script as she interviews Marie Swift and Jonny Swift of Impact Communications. The trio shares some of their marketing and PR insights in relation to some of the …

1
AdvisorAI and 401kAI Tools for Financial Advisors with Daniel Satchkov 30:17

1+ y ago30:17

30:17

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Daniel Satchkov, Co-Founder and President of RiXtrema, a pioneer in developing innovative tools for financial advisors using machine learning (AI) and data science. Daniel dives into RiXtrema's two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. 401kAI i…

1
Unlocking Meaningful Financial Conversations with Michael Lecours 23:53

2y ago23:53

23:53

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Michael Lecours, CFP®, Co-Founder of fpPathfinder, a company that helps financial advisors become more efficient, innovative and systematized by quickly solving planning problems and questions from clients using fpPathfinder's checklists and flowcharts. Michael shares the j…

1
Highlights from the 2023 Morningstar Investment Conference with Mary Beth Franklin and Laura Carstensen 32:15

2y ago32:15

32:15

In this special episode of Swift Chats, taped live at the #MICUS Podcast Stage, Hosts Jonny Swift and Marie Swift recap highlights and insights from the 2023 Morningstar Investment Conference with Mary Beth Franklin, Contributing Columnist at InvestmentNews and Laura Carstensen, Director of the Stanford Center on Longevity. The group discusses the …

1
Compilation Episode from the 2023 Morningstar Investment Conference 45:39

2y ago45:39

45:39

This special Swift Chat comes to you live from the Social/Digital Hub at the 2023 Morningstar Investment Conference in Chicago - April 25-27. Hosts Marie Swift and Jonny Swift, along with Honorary Hubsters Shawna Ohm of Content 151 and Victor Gaxiola of TechGirl Financial, speak with some big names about why they love coming to the Morningstar Inve…

1
Compilation Episode from the 2023 T3 Technology Tools for Today Advisor Conference 37:13

2y ago37:13

37:13

In this special Swift Chats, we're live at the 2023 T3 - Technology Tools for Today Advisor Conference in Tampa, which took place March 13-16. Host Marie Swift talks with an array of guests in the T3 Podcast Station powered by Myriad Advisor Solutions about their big takeaways from #T32023, as well as why they love the T3 community and keep coming …

1
T3 Technology Tools for Today Presents: Hot & Happening at T3 2023 1:02:57

2y ago1:02:57

1:02:57

In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, co-hosts Marie Swift and Jonny Swift speak to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. From intriguing presentations on the mai…

1
Compilation Episode from the 2023 AICPA & CIMA Personal Financial Planning Summit 57:48

2y ago57:48

57:48

In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2023 AICPA & CIMA Personal Financial Planning Summit held at Dimensional Fund Advisors Headquarters in Austin, TX January 30 - February 1. Guests share some of their biggest takeaways from the various sessions as well as why they love attending the summit …

1
Building a Community for Women Advisors with Bridget Grimes and Katie Burke 23:55

2y ago23:55

23:55

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Bridget Grimes, CFP® and Katie Burke, CFP®, Co-Founders of Equita Financial Network, an entity that empowers independent, women-led financial planning firms to provide outstanding service to their clients, achieve business success, and leverage a network that allows them to …

1
Using Listening Skills and Mindfulness to Manifest your Goals with George Kinder 27:52

2+ y ago27:52

27:52

In this Swift Chat, Marie Swift of Impact Communications Inc. speaks with George Kinder of the Kinder Institute of Life Planning. The two discuss mindfulness skills to help yourself live the life you want to live and what the Registered Life Planner designation means. Learn more about George and his work at www.KinderInstitute.com…

1
Inside Scoop for T3 2023 with Joel Bruckenstein 11:38

2+ y ago11:38

11:38

In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Joel Bruckenstein, President of Technology Tools for Today, about what to expect at the T3 2023 conference March 13-16 in Tampa. Joel shares some of the featured speakers appearing at this year's conference, some of the topics and trends that will be discussed, …

1
Compilation episode from the 2022 MarketCounsel Summit 40:54

2+ y ago40:54

40:54

In this special Swift Chat episode, Marie Swift interviews a range of guests from the 2022 MarketCounsel Summit held at the Four Seasons Las Vegas December 5-8, 2022. While the audio clips have been stitched together to create one full podcast episode, the video interviews are available as single clips on a Vimeo Showcase. Links to the video clips …

1
Know The Game You're Playing with James Lange 28:11

2+ y ago28:11

28:11

In this Swift Chat conversation, Marie Swift speaks with James Lange of Lange Financial Group, LLC about how to cut through the noise of an endless stream of marketing campaigns. Companies like yours may think they're playing baseball, but customers and clients are actually playing dodgeball. The two discuss how Lange's own experiences inspired him…

1
The Value of a Structured Mentorship Program with Kellan Brown and Jean Heath 23:12

2+ y ago23:12

23:12

In this In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Kellan Brown, Vice President of Business Development Strategic Partnerships in the Retirement Strategies Division at FAR, Finance of America Reverse, and Jean Heath, CIMA®, head of Asset Manager Network at Envestnet. The trio discuss the importance of structured ment…

1
FPA Kansas City Compilation Episode with Michael Kitces, Micha Baxley, and More (August and September 2022 Events) 31:47

2+ y ago31:47

31:47

In this Swift Chat compilation episode from the FPA Kansas City Symposium from August 2022 and the FPA Kansas City chapter meeting in September 2022, host Marie Swift, CEO of Impact Communications, interviews a range of guests about their experiences at the events including: - Micha Baxley, Vice President of Business Development of Allianz Life Ins…

1
Building an Empowered and Collaborative Workplace Culture with Alyssa Phillips 22:48

2+ y ago22:48

22:48

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Alyssa Phillips, Chief Operating Officer at HCR Wealth Advisors, a RIA firm with fiduciary values based in Los Angeles. The two discuss how HCR uses technology and people to build an empowered and collaborative workplace culture. They also share highlights from the recent We…

1
Thinking About the Future of Your Business - Live at T3 2022 with Rich Cancro 6:31

2+ y ago6:31

6:31

In this Swift Chat conversation, recorded live while at the T3 Conference in May 2022, Marie Swift of Impact Communications speaks with Rich Cancro, Founder and CEO of AdvisorEngine. The two discuss what makes the T3 Conference so unique as well as Cancro's T3 presentation on questions that an advisor should be thinking about for the future of thei…

1
Provincial Development Group, LLC with Blaine Wease 30:39

2+ y ago30:39

30:39

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Blain Wease, President of Provincial Development Group, LLC about what makes Provincial different in their approach to helping wealth management firms implement solutions. Working with RIAs and Broker Dealers, Blain shares how Provincial's comprehensive system improves the h…

1
FAR Sight Advisor Series: Imposter Syndrome and How to Handle Misplaced Perceptions Related to Age, Gender and Roles 37:30

2+ y ago37:30

37:30

In this second episode of the new FAR Sight Advisor series brought to you by Finance of America Reverse (FAR) and their Retirement Strategies Division, Marie Swift interviews a variety of guests live at the InvestmentNews Women Adviser Summit held this summer in Denver. Marie and the guests discussed Imposter Syndrome and if they had been misidenti…

1
FinTech's Rapid Evolution and the Ezra Group WealthTech Integration Score with Craig Iskowitz 17:06

3y ago17:06

17:06

In this Swift Chat, Marie Swift speaks with Craig Iskowitz, Founder and CEO of Ezra Group, a boutique strategy consulting and research firm. The two discuss the new Ezra Group WealthTech Integration Score, a unique score for FinTech vendors to help wealth management firms build seamless integrated tech stacks. Craig dives into how the score is dete…

1
Achievement-Based Planning for Those at the Cross Roads of Fame and Fortune with Mitch Martin 12:09

3y ago12:09

12:09

In this Swift Chat episode, Marie Swift speaks with Mitch Martin, founder and CEO of Stonebridge Wealth Management, about his work specializing in financial planning for clients in the arts, entertainmentm and sports industries. The two discuss his passion to give people who have acquired wealth suddenly a person they can trust to give sound advice…

1
Compilation Episode from the IWI ACE Academy 2022 38:21

3y ago38:21

38:21

In this special edition Swift Chat from the Investments & Wealth Institute's ACE Academy 2022, Marie Swift interviews a range of guests from the IWI Digital Hive including: Jeffrey Levine, Chief Planning Officer of Buckingham Strategic Wealth Partners Stephen J. Resch, Vice President of Retirement Strategies of Finance of America Reverse LLC Dan Wa…

1
Compilation Episode from the Morningstar Investment Conference 2022 19:39

3y ago19:39

19:39

In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference, Jonny Swift interviews a range of guests live from the Social / Digital Hub. The episode features: - Shawna Ohm, Founder of Content 151 - Katryna Deligiannis, Senior Social Media Manager at Morningstar - Aleksandr Spencer, CFA, Chief Investment Offic…

1
FAR Sight Advisor Series: How Global Pandemics and World Events Affect the World of Client Service and Financial Advice 50:23

3y ago50:23

50:23

In this first episode of the new Swift Chat / FAR Sight Advisor series from Finance America Reverse (FAR) and their Retirement Strategies Division: A select group of financial planning practitioners and financial services professionals participated in a live roundtable setting to talk about the most pressing challenges and concerns as well as the m…

1
Don't Call It "Financial Planning" with Reese Harper 35:23

3y ago35:23

35:23

In this Swift Chat video conversation, Marie Swift speaks with Reese Harper CFP, CEO of the Elements Financial Planning System about his innovative software system and how it can support financial advisors throughout their practice from client acquisition to portfolio management to client engagement. The two discuss how Harper built both Dentist Ad…

1
Compilation Episode from the 2022 T3 Technology Tools for Today Conference 32:11

3y ago32:11

32:11

In this special edition of Swift Chats recorded live at the 2022 T3 Technology Tools for Today Conference, Marie Swift and Jonny Swift interview a range of guests from their booth in Podcast Alley at the event. The episode features: - Joel Bruckenstein, President of Technology Tools for Today - John Mackowiak, Chief Business Development Officer at…

1
Navigating a Changing Environment with Carl Richards 6:55

3y ago6:55

6:55

In this Swift Chat Conversation, Marie Swift speaks with Carl Richards of the Society of Advice and author of 'The Behavior Gap' a the the Jolt! Conference about the vulnerability underlying advisors' marketing questions and helping clients navigate change beyond the financial plan.By Impact Communications

1
Winning in the Digital Age with Nitin Seth 13:17

3y ago13:17

13:17

In this Swift Chat -- recorded live at the T3 Technology Tools for Today conference in Texas on May 3, 2022 -- Marie Swift of Impact Communications, Inc. speaks with Nitin Seth, CEO of Incedo, Inc., a digital transformation company. Nitin talks about the seven building blocks of successful digital transformation and winning in the digital age. Lear…

1
Transforming Referrals into New Clients with Bill Cates 16:17

3y ago16:17

16:17

In this Swift Chat, Marie Swift speaks with Bill Cates, President of Referral Coach International and founder of the Cates Academy for Relationship Marketing about his new book Beyond Referrals, which gives advisors the tools they need to transform introductions into new clients. The two discuss converting referrals into engaged introductions, why …

1
Advyzon's Quantum Rebalancing Tool with John Mackowiak and Dirk Pearson 13:41

3y ago13:41

13:41

In this Swift Chat, Marie Swift of Impact Communications speaks with John Mackowiak, Chief Business Development Officer, and Dirk Pearson, Chief Product Officer at Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers that includes portfolio management, customizable performance…

1
Achieving Balance In Life and Work with Travis Parry 23:06

3y ago23:06

23:06

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Travis Parry, a speaker, coach and author who has a Masters degree in Psychology and a Doctorate in Family and Human Development. Travis focuses on helping people achieve balance in their life. The two discuss what led Travis into this field and how he helps advisors reach t…

1
How Smart Advisors and Financial Services Firms are Adjusting their Marketing Sails in 2022 with Jake Wagner 23:59

3+ y ago23:59

23:59

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Jake Wagner, Founder of Digital Marketing 4FP, which offers creative marketing and fractional CMO services to fiduciary advisors and larger organizations that support independent advisors. The two talk about, what else, marketing and how smart advisors are adjusting their bu…

1
Lead Generation Using White Glove Workshops with Brad Swineheart 27:03

3+ y ago27:03

27:03

In this Swift Chat Marie Swift of Impact Communications, Inc. speaks with Brad Swineheart, SVP of Business Development at White Glove, a marketing company that helps advisors succeed via educational workshops, marketing content, and social media. The two discuss White Glove’s unique approach to lead generation. Brad dives into how White Glove matc…

1
Marketing Systematically to a Niche with Alex Cavalieri 25:49

3+ y ago25:49

25:49

In this Swift Chat, Marie Swift speaks with Alex Cavalieri, Co-Founder of Seven Group, a "hybrid marketing platform" that gives financial advisors insights and tools they need to market their brand more effectively, create deeper client relationships, and reach new audiences. The two talk about the importance of having a niche, finding and marketin…

1
Reducing Portfolio Risk in Retirement with Phil Walker 20:18

3+ y ago20:18

20:18

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Phil Walker, who is with the Retirement Strategies Division at Finance of America - Reverse. The two talk about how financial advisors can reduce portfolio risk for their clients who need consistent income streams during retirement - especially during down markets - by tappi…

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