Updated Saturday, August 23, 2014 as of 3:49 PM ET

President & CEO

Marie Swift is a nationally recognized consultant who has for over twenty years worked exclusively with some of the industry's top financial institutions, training organizations, investment advisory and financial planning firms. A top rated speaker at dozens of industry events including FPA, NAPFA, TD Ameritrade Institutional, Securities America, Schwab Institutional, NFL Players Association, Financial Network, Pershing and Lockwood conferences, Marie is dedicated to elevating the conversation in the industry.

Marie is also a prolific writer and contributes to many of the industry?s leading publications, including Financial Planning magazine. You can read Marie?s newest content on www.financial-planning.com where she writes the weekly Marketing Maven column. She is also contributes content to the Networking 2.0 blog for Sourcemedia?s interactive, online destination created just for women advisors as an extension of the Women Advisors Forum events being held in cities across the country multiple times every year.

A thought leader for thought leaders, she is known for bringing some of the industry?s best and brightest voices together for dialog and debate. Her Thought Leader Round Table series is just one example how Marie generates interesting conversations with movers and shakers in the financial services industry.

Her Best Practices in the Financial Services Industry blog provides additional insights and advice, including podcasts, articles, videos and other helpful content for independent financial advisors and the institutions that serve them. Find it at www.marieswift.com.

Prior to establishing her own firm in 1993, she served as Director of Corporate Communications for Worldwide Investment Network in Irvine, California, where she helped FNIC?s then #1 Top Producer attain and maintain that title for five consecutive years. She managed a staff of twenty that supported two-dozen successful registered representatives, estate planners and wealth managers.

As president and CEO of Impact Communications, Inc., Marie leads a dedicated team of marketing communications and PR professionals serving financial institutions and a select group of independent advisors on an exclusive basis. Marie resides in Leawood, KS and can be reached through her website, www.ImpactCommunications.org. For breaking news, follow @marieswift on Twitter -www.twitter.com/marieswift.

Recent Stories From This Author

Want to Be a Thought Leader? Here's How

8 Ideas for Better Client Events

Use Social Media to Meet Journalists

How to Get the Press to Notice You

Why Advisors Need Digital Documentation

6 Twitter Basics for Advisors From the Marketing Maven

4 Advanced Twitter Tips for Advisors

The August Issue is now online!


Industry Events

September 9, 2014 |

September 17, 2014 |

September 17, 2014 | Chicago, IL

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here