Insurance Insights for Better Wealth Defense with Meaghan Dowd
In this Swift Chat conversation, Marie Swift speaks with Meaghan Dowd CAPI, CPRIA, PLCS, CLCS, Director of Insurance at Holistiplan, focusing on insurance planning and risk management for financial advisors, abut gaps in personal insurance coverage, such as issues with replacement cost, young drive…
Navigating Change: Bob Veres on Trials and Triumphs of the Financial Planning Profession – Episode #35 of NAPFA Nation
In Episode #35 of NAPFA Nation, host Marie Swift speaks with renowned industry commentator Bob Veres to discuss his newest book, A Behind-the-Scenes History of the Financial Planning Profession, a sweeping history of the profession through Veres' 45-year career.
Veres explores pivotal moments that…
How Independent Advisors Can Stand Out in the Age of AI Search with Paul Gilbert and Shawna Ohm
In this Swift Chat conversation, Marie Swift speaks with Paul Gilbert, Marketing Manager at Myriad Advisor Solutions, a long-established, full-service business advisory firm, and Shawna Ohm, Founder of Content 151, a customized content and marketing solution for independent financial advisors, to d…
NAPFA's Vision for 2026: Kathryn Dattomo on Advancing Fee-Only Fiduciary Planning – Episode #36 of NAPFA Nation
In Episode #36 of NAPFA Nation, host Marie Swift speaks with NAPFA CEO Kathryn Dattomo to unpack the association's new strategic framework for 2026 and what it means for fee-only fiduciary advisors.
Dattomo shares how the framework grew out of a full year of listening sessions, surveys, and focus …
Unpacking 45 Years of Financial Planning Evolution with Bob Veres
In this Swift Chat conversation, Marie Swift speaks with renowned industry commentator and author Bob Veres to explore his sweeping new book, "A Behind the Scenes History of Financial Planning and the Profession: My 45-Year Journey as an Insider."
Veres shares how he went from knowing almost nothi…
Agentic AI, GenAI, WealthTech Knowledge, T3, and more with John O'Connell
John O'Connell of The Oasis Group and Marie Swift of Impact Communications dig into predictions for 2026 when it comes to AI and technology for wealth managers, investment advisors, and financial planners. They cover AI Meeting aids, Agentic AI, Brand Voice Guidelines and custom GPTs, prompt engine…
Ep. #30: Attracting Ideal Clients by Being Authentic and Outspoken - Zach Teutsch & Tim Caban
Most financial advisors would love to work with likeminded people with similar beliefs and worldviews to their own, but are wary of being too outspoken or transparent online so as to not alienate potential clients or lose business. Our guests, Zach Teutsch, Founder and Managing Partner of Values Ad…
Bringing Transparency to Alternative Investment Data with Stacy Chitty and Henry Zelikovsky
In this Swift Chat conversation, Marie Swift speaks with Stacy Chitty of Blue Vault and Henry Zelikovsky of Softlab360 to discuss how better data and modern technology are transforming the way financial advisors and asset managers evaluate alternative investments. The conversation explores Blue Vau…
Humanizing Financial Advice in the Age of AI with Frank Corrad
In this Swift chat conversation, Marie Swift sits down with Frank Corrado, a fiduciary financial advisor whose career has spanned public accounting, two decades at JP Morgan, over 20 years running his own independent RIA, and founder of Pivot Point, which partners with financial advisors and their…
Building Trust Through Education-First Financial Planning with Beth Mosshart
In this Swift Chat conversation, show host Marie Swift speaks with Beth Mosshart, co-founder and Chief Operating Officer at StraightLine, an award-winning Registered Investment Adviser (RIA), about how their education-first philosophy, a disciplined planning process, and research-driven investment …
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