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"
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Creating a Brand in the Digital Age
Marie Swift of Impact Communications and one of her firm's PR clients, Josh Nelson, an advisor based in Loveland, Colorado (and the Peak "best practices" award winner at the prior Peak conference in April), talk with Investment News while at the Peak Excell Meeting, November 2015.
Bob Veres On ... The Pre-Engagement Engagement
While at the T3 Advisor conference, February 2016, Bob Veres of Inside Information / Insider's Forum talked with Marie Swift of Impact Communications about technology for financial advisors and something he calls "the pre-engagement engagement."
Position Yourself As a Go-To Resource for the Growing Female Demographic
Marie Swift speaks to TIAA's advisor-clients about the growing female demographic and how advisors can position themselves as the go-to expert. Shot in TIAA's NYC studios, this advice from Marie Swift supplements a second video she recorded on what women want from their financial advisors. Two corresponding articles from Marie Swift round out Swift's contributions to The Couples Conundrum initiative, sponsored and produced by TIAA in 2015.
Lessons Learned from a 21st-Century "Cookie Exchange"
Marie Swift speaks to TIAA's advisor-clients about her 21st-Century "Cookie Exchange" and what she learned from the women who gathered at her home to talk about financial services and working with a professional financial advisor. Shot in TIAA's NYC studios, these insights from Marie Swift supplement a second video she recorded on how advisors can position themselves as the go-to resource for female clients. Two corresponding articles from Marie Swift round out Swift's contributions to The Couples Conundrum initiative, sponsored and produced by TIAA in 2015.
How to Create Content that Gets Shared
FMG Video Studios
September 8, 2014
Marie Swift, an expert on PR and media relations for financial advisors, spoke with Craig Faulkner, founder of FMG Suite, about why people share content, how to create content that resonates with clients and prospects, and three questions to ask yourself before you post.