Swift Chats in the Financial Services Industry Podcast
1) Empowering Advisors to Solve Estate Planning Pain Points with Matt Morris
In this Swift Chat conversation, Marie Swift speaks with Matt Morris, CEO and co-founder of EncorEstate Plans, a comprehensive, customizable estate planning and trust funding platform that empowers fi...Show More
2) Reclaim Time, Reduce Stress, and Reshape Your Business with Claire Alexander
In this Swift Chat conversation, Marie Swift speaks with Claire Alexander, founder of The Arch’s Anvil, an operations and growth platform designed to help service-based businesses, particularly financ...Show More
3) Less Polish, More Presence – The New Formula for Social Media Success with Andy Wang
In this Swift Chats episode, Marie Swift speaks with Any Wang, Managing Partner at Runnymede Capital Management, host of the Inspired Money podcast, and a LinkedIn Top Voice, to explore how he has str...Show More
4) T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 2
If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in ...Show More
5) Reimagining Wealth Management with 'Total Wealth' Planning and Investing with Jeff Coyle
In this Swift Chat episode, Marie Swift speaks with Jeff Coyle, Founder and CEO of Libretto, about how his wealthtech platform is transforming the financial planning landscape by utilizing a 'total we...Show More
6) T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1
If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in ...Show More
7) Revolutionizing Client Services with IRS Data Integration with Kevin Knull
In this SwiftChat episode, Marie Swift speaks with Kevin Knull, President of TaxStatus, an Advice Personalization Engine and IRS Account Monitoring Platform for financial professionals and the clients...Show More
Revolutionizing Client Services with IRS Data Integration with Kevin Knull
18:02 | Oct 23rd, 2024
8) AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell
In this Swift Chat conversation, Marie Swift speaks with John O'Connell, founder of The Oasis Group, a leading consultancy for the wealth management industry. Their leadership position includes identi...Show More
AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell
15:56 | Sep 23rd, 2024
9) Revolutionizing Financial Advisor Marketing with Precision Video Ads with Alex Khassa
In this Swift Chat conversation, Jonny Swift speaks with Alex Khassa, founder of Clients Blackbox, a marketing partner to some of the fastest-growing financial advisory and retirement planning firms i...Show More
10) Unlocking Behavioral Finance - Insights from A Wealth of Well-Being with Meir Statman
In this Swift Chat conversation, Marie Swift speaks with Meir Statman, Professor of Finance at the Leavey School of Business at Santa Clara University, to discuss the field of behavioral finance. Reno...Show More