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 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

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, For breaking news, follow @marieswift on Twitter

Recent Stories From This Author

5 Ways to Deepen Client Relationships

Advisors: Get Ready for Next Gen Clients

How to Be Quotable: 9 Tips for Advisors

How Blogging, Tweeting Can Expand Your Online Presence

Women Winning in Business, Finance

Digital Public Relations and Social Media Trends

Is Social Media Relevant to Your Business?

Are You Lost in the Weeds Without a Plan?

Social Media Rules for Financial Advisors

Building a Financial Services Business That Sells Itself

Building Share of Mind as a Local, Vocal Name

Creating Perfect Events Can Produce Perfect Clients

Keeping In Front Of Clients, Prospects

Advisors: Ramp Up Your Marketing – Now

The Importance of Storytelling For Advisors

Six Steps to Convert Prospects Into Clients

Avoiding Sales Purgatory

Finding Your Social Media Groove

Essential Tips to Help Advisors Protect Their 'Webutation'

Using Credibility Marketing to Enhance Your Reputation and Build Buzz

The August Issue is now online!


Industry Events

September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

November 12, 2015 | Salt Lake City, Utah

February 10, 2016 | Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.

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