Last chance to get a FREE ticket! Our CEO, industry insightful Marie Swift, is speaking at Financial Planning's upcoming conference, Advise AI, taking place NEXT WEEK, October 9-10, in Las Vegas - and she still has 2?? ??% ?? tickets ?? to give away to any financial advisor or financial advisory firm staff member who wants to attend as her guest. It's the only wealth management event 100% focused on AI and its uses - and it’s going to be amazing! To join Marie and many other VIPs like Craig Iskowitz, Joel Bruckenstein, Dani Fava, and Michael Kitces, click here: https://lnkd.in/e_QuViZm And if you’re not already signed up… Don’t forget that Marie can get you in for FREE if you are an advisor or a team member at an advisory firm!
Impact Communications, Inc. - Marketing & PR
公共关系和沟通服务
Kansas City，Missouri 1,157 位关注者
Building brands and enhancing reputations in the financial services industry since 1993
关于我们
Want to stand out? Of course you do. It’s the overarching goal of every company. At Impact Communications, our mission is to help you make that happen. Since 1993, we have been focused exclusively on the financial advisory industry – helping institutions and individual advisors develop and implement their marketing and PR strategy. We know the ins and outs of the industry, understand the subtle (and not so subtle) distinctions among service categories and are experts at crafting messages and communications that make a difference. Whether you’re a broker/dealer, a professional alliance, a client acquisition program, custodian, FinTech company or other type of service firm, Impact can help you achieve your communications objectives. "Front and center" is all we do! Learn more at https://www.ImpactCommunications.org
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https://www.ImpactCommunications.org
Impact Communications, Inc. - Marketing & PR的外部链接
- 所属行业
- 公共关系和沟通服务
- 规模
- 11-50 人
- 总部
- Kansas City，Missouri
- 类型
- 私人持股
- 创立
- 1993
- 领域
- Marketing Communications、Public Relations、Business Development、Social & Digital Media、Online Presence、Media Relations、Website and Marketing Collateral Development、Keynote Speeches & Training Workshops、Social Media、Digital Media、PR、Marketing、Branding、Messaging、Media Marketing和Communications
地点
Impact Communications, Inc. - Marketing & PR员工
动态
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Most professionals in wealth management are just starting to test AI tools like automated notetakers and portfolio investment summaries. But there's far greater potential for AI in helping advisors manage and grow their businesses. Impact Communications’ Marie Swift is one of the thought leaders in tech who will soon be sharing impactful use cases at Financial Planning's ADVISE AI conference this month. The conference is just a few days away but there is still time to register for ADVISE AI October 9-10 at the Encore at Wynn Las Vegas. Use this code if you are an advisor or a financial services executive and save $325: MT3M2
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Great news! Marie Swift has just been added to the lineup of speakers for NAPFA - National Association of Personal Financial Advisors's Fall Conference in Nashville. Don't miss her session on Halloween morning - knowing Marie, it will be spooky good! https://lnkd.in/g3JD4jSZ
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Derrick Kinney speaks with Lucas Bucl, CFP?, Principal and Chief Investment Officer of Aspyre Wealth Partners?, in this episode of Fiduciary Voices Kids and Money #FinLit Series. They discuss one of the most important topics for today's youth—money management. Watch here:
Empowering Teens with Real-World Financial Advice with Lucas Bucl: Fiduciary Voices Kids and Money #FinLit Series
fiduciaryvoices.com
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John O'Connell, MBA, CEO of the research and consulting firm The Oasis Group, thinks custodians will make wealth platforms irrelevant. Find out why in this Family Wealth Report article by Charles Paikert:
Custodians Want To Take Wealth Platforms Out Of The Equation – Report
familywealthreport.com
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Impact Communications, Inc. - Marketing & PR转发了
Bogart Wealth is so proud to share that CEO James Bogart, CFP?, ChFC was named to Barron's 2024 Top 100 Independent Advisors list – ranking #57 on the list of America's top independent #financialadvisors! ? “This ultimately is a recognition of the entire Bogart Wealth team, living our core values and helping our clients achieve their retirement goals.” ? See the complete list and methodology for the rankings here: https://lnkd.in/gYuhFbWp
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ICYMI: Marie Swift interviewed Meghan Holmes, MBA, COO, and Co-Founder of Advyzon Investment Management, LLC. (AIM), in this citybiz article. Watch the interview and learn more about Swift, Holmes, and AIM here:
Marie Swift Interviews Meghan Holmes, COO and Co-Founder of Advyzon Investment Management
https://www.citybiz.co
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How do top RIAs like Michelle Gruber, CFP?, CRPC?, and Alex Markowitz, co-founders of Alteri Wealth, impress clients and get the conversation started when people visit their office in Westlake Village, California? Think Lego art displays, a huge animated company logo on a wall with moving Aurora Borealis lights, local artists' work on display and for sale, and more. Read everything Michelle has to say in the screenshot below. Link to the full Barron's Advisor article in the comments section of this post.
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Impact Communications, Inc. - Marketing & PR转发了
John O'Connell, MBA sat down for a #SwiftChat with Marie Swift of Impact Communications, Inc. - Marketing & PR to discuss all of the latest developments at The Oasis Group, including our Peaks Research for Custodian Platforms, our AI WealthTech Map, #cybersecurity concerns for #financialadvisors, and more. Watch the full interview here: https://lnkd.in/gSNetZJU #AI #wealthtech #wealthmanagement
Swift Chat with John O'Connell: AI in WealthTech + Custodian Research Reports + Cyber Training
impactcommunications.org
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ICYMI: Book author and BeFi expert Meir Statman talks with Marie Swift about what it means to have "a wealth of well-being." Check out the video, podcast, and blog post here:
Swift Chat with Meir Statman: Unlocking Behavioral Finance - Insights from A Wealth of Well-Being
impactcommunications.org