Marie Swift

About the Author

Marie Swift

Marie Swift is president and CEO of Impact Communications, a consulting firm that for over 17 years has worked exclusively with independent financial advisors and the institutions that serve them. Follow her on www.Twitter.com/marieswift and read her Best Practices in the Financial Services blog at www.marieswift.com. 

• Transitions (II): The Pre-Independence Checklist for Wirehouse Advisors

  By Marie Swift  |  December 8, 2010

  Before you jump from the wirehouse ship, take seven steps to help guide your move

• Transitions (I): Three Key Questions About Going Independent

  By Marie Swift  |  December 8, 2010

  Industry guru Mark Tibergien offers some easy tips on how to make the big decision

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  Time for a Transition (XIII): Redefine Your Value

  By Marie Swift  |  September 15, 2010

  A look at how some advisors have thrived recently, despite a spate of financial scandals and ongoing economic turmoil.

• Time for a Transition (XII): Adding Audio Files, Webinars to Your Online Presence

  By Marie Swift  |  August 12, 2010

  How podcasts, webinars and videocasts can help advisors build relationships while saving time and money.

• Time for a Transition (XI): Blogging for Business

  By Marie Swift  |  July 15, 2010

  In recent months, I've been about building client loyalty and share of mind with prospective clients and clients of influence, or COIs. In the May...

• Time for a Transition (X): How to Build Client Loyalty, Part II

  By Marie Swift  |  June 16, 2010

  Part II on easy (and inexpensive) ways advisors can sharpen their client communications and marketing programs.

• Time for a Transition (IX): How to Build Client Loyalty, Part I

  By Marie Swift  |  May 13, 2010

  Part I on easy and effective ways to stay in front of your clients, prospects and strategic partners.

• Time for a Transition (VIII): How to Grab a Niche Market

  By Marie Swift  |  April 19, 2010

  Scott Hanson and Pat McClain, co-founders of Hanson McClain Advisors, an RIA in Sacramento, Calif., have built their business by targeting employees of telecommunications and utilities companies.

• Time for a Transition (VII): RIA Starter Kit

  By Marie Swift  |  March 17, 2010

  A look at the major issues worth considering, before an advisor makes a move to independent RIA status.

• Time for a Transition (VI): Becoming an Online Social Butterfly

  By Marie Swift  |  February 10, 2010

  Online networking and digital communication should supplement - not replace - your traditional means of networking.