marie-swift | Media Room | PressRelease.com

Press Release Dec 9, 2021

Impact Communications Founder and CEO Marie Swift Receives 2021 Luminaries Award

Kansas Marketing Maven Recognized for Thought Leadership and Education by ThinkAdvisor.com and Panel of Judges Read More

Press Release Oct 6, 2021

Impact Communications Earns Two Awards in 27th Annual AIVA Communicator Awards

2020 collaborations with Allianz Life Insurance of North America's Advisory Solutions team and also Strategy & Resources, LLC, in partnership with Informa's Wealth Management magazine team, recognized for professionalism and strategic impact Read More

Press Release Nov 16, 2020

New Survey Explores How Financial Advisors Have Responded to the Covid Crisis and Coronavirus Crash

Results will be revealed during November 20th webinar "Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times" Read More

Press Release Sep 23, 2020

Alliance of Comprehensive Planners Announces First-Ever Virtual Conference

Keynote speakers Mitch Anthony, Susan Bradley and Natalie Choate to deliver practical ideas, technical information and united message of hope Read More

Press Release Apr 22, 2020

Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta

Susan Bradley, George Kinder and Dan Roam are keynote speakers at joint gathering of the ACP and Kinder tribes. Read More

Press Release Apr 15, 2020

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Award-winning software created by financial planners provides comprehensive tax planning tool, announces new "Solve for Max" feature Read More

Press Release Oct 23, 2019

Kansas-Based Wealth Advisors Bill Keen and Matt Wilson Provide Insights at Advisor Thought Leader Summit

Wilson shares firm story in interview at Rockhurst University. Keen shares best practices for serving clients; does interview with PBS show host. Read More

Press Release Oct 22, 2019

Timeline Retirement Income Software Integrates With SS&C's Black Diamond® Wealth Platform to Power Robust Retirement Plans

Integration gives advisors seamless access to critical data Read More

Press Release Sep 19, 2019

Oranj Will Rock Out for Charity as VIP Sponsor at Eighth Annual ALTSO Rocktoberfest-Chicago

Financial services colleagues invited to enjoy a night of rock & roll to raise funds for free orthopedic care for children in need. Read More

Press Release Sep 17, 2019

Alliance of Comprehensive Planners Announces New Podcast Series

In 'Practical Wisdom from ACP Financial Advisors,' Certified ACP Members share how they became successful, commission-free, retainer-based, tax-focused financial advisors Read More

Press Release Sep 5, 2019

Impact Communications Signs on as Exclusive Press Partner for Eighth Annual Rocktoberfest-Chicago

Financial services colleagues invited to rock out for charity, raise funds for free orthopedic care for children in need Read More

Press Release Aug 6, 2019

TradePMR Recognized for '20-for-20 Initiative,' Named Industry Awards Finalist by WealthManagement.com

Momentum continues in 2019: The technology and custodial services provider named to CIO Review's 50 Most Promising FinTech Solutions Providers of 2019.(1) Read More

Press Release Jun 20, 2019

Advisor Thought Leader Summit Slated for August 2019

Pam Krueger of PBS Fame to Headline Interactive, On-Camera Media Training at Rockhurst University in Kansas City Read More

Press Release May 23, 2019

Rapunzl Hosts College Investment Competition Sponsored By Fidelity Investments®

Simulated Stock Competition was Hosted at 11 New England Colleges for $10,000 in Prizes Read More

Press Release Apr 24, 2019

Alliance of Comprehensive Planners Announces Featured Speakers, Plans for 2019 Annual Conference in San Diego

Mitch Anthony, Cheryl Holland CFP® and Dr. Valerie Young are speaking on Delivering Value, Great to Exceptional Client Service, Imposter Syndrome at annual gathering. Read More

Press Release Nov 28, 2018

Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability

Five top financial planning practitioners to present business-building and profitability strategies in free webcast hosted by Marie Swift Read More

Press Release Oct 18, 2018

Alliance of Comprehensive Planners Announces New Options for Becoming an ACP Member

Virtual training modules and new member coaching sessions available through special agreement with Impact Communications and Marie Swift Read More

Press Release Oct 8, 2018

One-Day Program to Provide Secrets to a Successful Client Advisory Board for Financial Planning Firms

Financial advisors will create own advisory board strategy through insights from marketing professionals Stephen Wershing and Marie Swift Read More

Press Release Aug 22, 2018

Alliance of Comprehensive Planners Announces Featured Speakers, Special 'Homecoming' Plans for 2018 Annual Conference in Miami

Rob Jolles, Marie Swift, George Kinder will present on ethical persuasion, marketing strategy and client communication at annual gathering Read More

Press Release Aug 1, 2018

Maribeth Kuzmeski and Marie Swift Announce Interactive Media Training / Thought Leadership Experience

Tenured Financial Advisors are Invited to "Step into the Spotlight" at The Advisor Thought Leader Summit Read More