Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession.
Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations.
Learn more at https://www.ImpactCommunications.org
Adam Holt and Derek Notman
Seven Group
WealthManagement.Com
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
financialadvisorsupport.com
Evan J Mayer
Chip Munn
Matt Ackermann
Advisor Group
FiComm Partners
Pete Bush
Dr. Travis Parry
fmgsuite
That Makes Cents
eMoney & Benzinga
FP Transitions and Integrated Partners
PracticeLab podcast
Financial Planning
Reese Harper, CFP®
The 401k Study Group
White Glove
David Armstrong, Editor in Chief
Advisor Group
Shannon Spotswood
CEG Worldwide
Duncan MacPherson
David Scranton
Brendan Frazier
Advisor Group
Mike Garrison
Buckingham Wealth Partners
Mark Laing
None
Jim Martin, Gregg Gonzalez, Jeff Coplan & Brad Warhurst - Rainmakers
Paul Kingsman
3xEquity
Truelytics
Caprice Gibson
Craig West
Steve Sanduski
cegvideo
TD Ameritrade Institutional
Ezzat Daniel Nesseim
Financial Advice For All
USA Financial
Suzanne Siracuse
Mindy Diamond - Financial Advisor Recruiter and Consultant
Carson Group
Top of the Table
The Pinnacle Group
mariabethel
Financial Planning
Don Anders / Brian Theis
kestrapwsoutloud
Elite Financial Advisors
David DeCelle
Bridging The Gap
Cuddly Home Advisors
None
Daniel Pimental
Wesley Forster
Unified Trust
Cambridge
Mindy Diamond - Financial Advisor Recruiter and Consultant
Stuart Coles Coworth Investments
M&O Marketing
Evergreen Financial Marketing
LifeYield
Bill Cates
Brad Swineheart
Jason Brotsky
Brad Johnson
Joseph Lukacs
...For Advisors
nextgenin10
Mark Mersman
Ambassador Advisors, LLC
Sean Kernan
financialdna
Sheryl Hickerson
Sean Kernan: CFP, Independent Financial Advisor and Blogger
TacoTech
financialdna
RFG Advisory
Susan Bradley
Carson Coaching
Mindy Diamond - Financial Advisor Recruiter and Consultant
Stathis Partners, LLC.
Jonathan Kuttin
WealthVest
Michael Kitces
Mark Dorman
Sten Morgan & Andy Traub
Justin Castelli, CFP®
Ross Marino
Christy Eduarte
John H. Curry and Steve Gordon
Ellenbecker Investment Group
Voice from the Hills