In this session, you will learn what’s working – and what’s not – when it comes to client communications and building business through thick and thin. Our presenter, marketing maven Marie Swift of Impact Communications, will share a framework for marketing success, numerous examples of how other advisors are generating results, and formulas for making everything easier for you to see and do.

Through stories and real-life examples, you’ll glean:

1. Insights from practitioners who are growing in a smart, consistent fashion -- including tips, tactics and metrics
2. Advice from a marketing professional with 30 years’ experience working in the trenches with independent financial advisors and allied institutions
3. Ideas, tools and resources for Mastering the Conversation, creating a marketing growth plan, and embracing modern marketing methods (including video, podcasts, webinars, social media, blogs, online presence, email marketing, lead magnets, targeting and engagement)

Join us for an interesting and helpful conversation with Marie Swift, president and CEO of Impact Communications, Inc., one of the top marketing consultants in the financial services industry. PR, social media, digital presence, selling skills, and all forms of marketing and professional communications are her key areas of expertise. Learn more about Marie Swift at www.Impactcommunications.org.
  • 5 ways to improve digital communications
  • How to think about marketing as we cast our vision into 2023
  • Needle-moving actions you can use to solidify client relationships and gracefully grow
  • 1589558742-6150ab4d0b3178cd
    Sarah Williams
    Vice President, Marketing Communications, CreativeOne
  • 1681764165-b4624e747aff204c
    Marie Swift
    President and CEO of Impact Communications, Inc.
    A marketing and PR pro with over 30 years of experience building brands and enhancing reputations in the financial services industry