FPA San Diego Symposium 2014: Social Media Session
Christopher Van Slyke and Marie Swift talk about building a strong online presence and how social media can and should fit into a financial advisory firm's marketing communications strategy.
Marketing That Works - Keynote Presentation at ACP Annual Conference 2018
Marie Swift delivers a rousing speech and "call to action" for ACP members attending the annual ACP Conference. Recorded live on November 7, 2018 at the Marriott Biscayne Bay in Miami, Marie talks about marketing that works for advisors today and gives dozens of tips and examples from studying real advisors, backed by her 20+ years of industry marketing experience. She is joined by Jonny Swift, "a chip off the old block" she jokes, who in a 15-minute cameo appearance gives the audience a dozen tips and some solid advice on how to do social media and content marketing right. They end with a 15-minute Q&A.
Candid Camera - Presentation Skills with Marie Swift - Social/Digital Hub at the 2021 Morningstar Conference
A seasoned presenter, Marie Swift of Impact Communications shares her secrets for looking good on camera. Marie even shares a few cringe-worthy moments and how she worked through them. Yes, you really can win hearts and minds with the right content, presentation and camera skills. Let Marie show you how.
Learn more about Marie Swift at MarieSwift.com
Visit The Social / Digital Hub virtually in 2021 if you hold a digital ticket. Simulive presentations will take place on September 23 at 10am, 10:30am, 3pm, and 3:30pm. Download a copy of the Go Digital! guide and enter to win a podcast mic.
Visit The Social / Digital Hub in-person, September 22, 23 and 24, 2021, if you hold a traditional conference ticket. Live presentations will take place on September 22 and 23, as shown on SocialDigitalHub.com. While in The Hub, you can use a QR code to obtain a copy of the Go Digital! guide, film a video, record a podcast at the Open Mic podcast station, and enter to win a podcast mic.
Learn more at SocialDigitalHub.com
[27:32 minute video produced by Impact Productions Group]
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.
ERJ - Marie Swift, Closing Comments - July 1, 2020
On July 1, 2020, Marie Swift of Impact Communications, Inc. participated in an executive round table conversation hosted by Matt Lynch of Strategy & Resources via Zoom. She recaps in 2:48 minutes some takeaways from the full, one-hour conversation that has been transcribed and published as a printed/digital article here:
This video is part of the digital content being produced in partnership with Informa's Wealth Management magazine team for the Executive Roundtable Journal.
- Matt Lynch, Strategy & Resouces
- Marie Swift, Impact Communications
- Marty Miller, Strategy & Resources
- Julie Littlechild, Absolute Engagement
- Jeff Cusack, Nuveen
- Shawn Brayman, Morningstar
Swift Chat with Dr. Daniel Crosby and Marie Swift: Coping Skills
In this Swift Chat video conversation, Marie Swift speaks with author / speaker / thought leader Daniel Crosby, Ph.D. The topic: How to cope with life's many challenges and uncertainties. After discussing the Big Five personality types and ways to better understand ourselves and other people, he offers tips on how advisors can influence clients and create positive outcomes in spite of endless concerns made more visible by news outlets and social media.
Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management.
As Chief Behavioral Officer at Orion Advisor Solutions, a personalized financial management continuum that provides best-in-class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science.
More from Dr. Crosby can be found here: blog.brinkercapital.com/author/dcrosbybrinkercapital-com/