Marie Swift
President & CEOMarie Swift is president and CEO of
A professional communicator with more than 30 years of experience, Swift is a sought-after speaker and consultant in financial services and fintech realms.
Marie Swift is president and CEO of
A professional communicator with more than 30 years of experience, Swift is a sought-after speaker and consultant in financial services and fintech realms.
Don't lose trust by relying on AI-driven, impersonal digital marketing blasts. Instead, win new clients and deepen existing relationships with these techniques.
Three things to focus on when you’re starting an RIA.
"While social media is new, the nexus between communication and leadership is not," says a social media branding expert.
Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models.
The key to being quoted accurately - and more often - can be summed up in two words: sound bites. Developing the ability to speak and write in sound bites is essential.
While traditional marketing is still necessary for financial planners who want to thrive and grow, content and credibility marketing with a digital twist are essential. Here are some ideas for advisors.
Advisors must take precautions to guard their business brands and personal reputations online. Here are some simple but important steps advisors should take now.
It takes a lot of time to develop original insights and advance the public conversation around a thought. If you have the inclination, follow this plan to start the process.
Events are a great way for advisors to build business and interact with qualified prospective clients, but you must be creative. Here are some fresh ideas.
Beyond using social media to draw attention to themselves, advisors can also use these social platforms to connect with journalists in-person.