Collaborative Selling and Communications Skills
In this Financial Technology Spotlight, marketing expert Marie Swift, and digital communications expert Blane Warrene, discuss collaborative selling and communication skills and why they are essential to your ongoing business success.
This session provides tips and insights from Marie's 28 years working as a publicist and marketing consultant to some of the industry greats, including Susan Bradley, George Kinder, Sheryl Garrett, Ron Carson, Brett Ellen and Hanson McClain.
Insights from this 45-minute session include:
- How to connect and create instant rapport
- Engaging phrases that pull people in
- A formula for getting people to say "yes"
Download now and share this webcast recording now!
Dimensional Fund Advisors - Advisor Media Summit presentation featuring Marie Swift of Impact Communications
At the recent Dimensional Advisor Media Summit in Santa Monica, Marie Swift of Impact Communications spoke to a select group of advisors on Marketing & PR: Tales from the Trenches.
Voice and Authenticity as a Financial Professional Online
Marie Swift of Impact Communications shares ideas and advice for achieving the right balance between being colorful and interesting online and being TOO colorful and potentially off-putting online. Stale, boring content and personification will not attract attention online but go too far trying to be funny or opinionated and you might lose respect from people you'd rather engage and impress.
Watch this 20:07 minute video, recorded live at the Morningstar Investment Conference in Chicago June 2018 and learn from Marie.
Swift Chat with Roger Pine and Kevin Lozer of Holistiplan
On April 8, 2020, Marie Swift of Impact Communications, spoke with Kevin Lozer and Roger Pine, co-founders of Holistiplan about their tax planning software and how it helps holistic financial advisors uncover planning opportunities for their clients. Providing insights on tax strategies could be especially helpful for financial planners right now.
You can learn more about Holistiplan at:
Also, be sure to register for the upcoming webinar happening April 28, 2020 at 3pm ET:
[Video 28:00 minutes]
Swift Chat with Victor Gaxiola of TechGirl Financial
In this Swift Chat video conversation, Marie Swift speaks with Victor Gaxiola, co-founder of TechGirl Financial. The topic: How communications have changed for financial advisors and their clients due to the coronavirus lock-downs.
In addition to watching this video interview, be sure to register for the upcoming webinar happening July 23, 2020 at 4pm ET where Victor and Marie will be joined by Bob Veres of Inside Information, Haleh Moddasser of Stearns Financial Group and Mike Scarborough of Oak Wealth Partners. In "Pushing Through the Fog: Marketing that Works for Advisors Today" they will spend an hour unpacking their related insights and first-hand experiences.
Free but space is limited. Register here:
[Video 14:21 minutes]
Swift Chat with Francesca McLin of Snappy Kraken
In this Swift Chat video conversation, Marie Swift speaks with Francesca McLin of Snappy Kraken. The topic: How communications have changed for financial advisors and their clients due to the coronavirus lock-downs - with special bonus material on the new Half-Time Report that Snappy Kraken will unveil via a webinar on July 28th at 3pm ET
Learn more here:
[Video 15:51 minutes]