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. 

• Time for a Transition (V): Ramp Up Your Marketing Plans in 2010

  By Marie Swift  |  January 13, 2010

  Here are three resolutions FAs should tackle in 2010 to improve the market share of their newly independent and other advisory practices.

• Time for a Transition (IV): Using Special Events to Boost Business

  By Marie Swift  |  December 15, 2009

  Tom McCarthy, affiliated with Commonwealth Financial, uses LifeBio system to build rapport with current clients and special guests - a great "next generation" strategy for smart advisors nationwide.

• Time for a Transition (III): Niche Marketing

  By Marie Swift  |  November 18, 2009

  One way to expand your existing practice is to target a market, which is what financial advisor Sammie Gatti did in Dallas by going after women working for Texas Instruments.

• Time for a Transition (II): Acquisition Time?

  By Marie Swift  |  October 21, 2009

  In the second of a series of articles, Marie Swift looks at the issues of acquiring an advisory practice and partially selling a book of business.

• Time for a Transition (I): Changing Affiliation

  By Marie Swift  |  September 22, 2009

  Marie Swift outlines the options available to advisors and the key points worth considering when making a move.

• The Fundamentals Never Change

  By Marie Swift  |  August 19, 2009

  Four timeless tips that can help deliver long-term client relationships.

• Five Tax Tips for a Recession

  By Marie Swift  |  July 29, 2009

  One financial advisor outlines how to successfully deliver long-term benefits to clients

• Inflation Proofing: How to Guard Against the Return of Rising Prices

  By Marie Swift  |  July 1, 2009

  With prices falling on everything from some food to plenty of real estate, your clients may have little interest in talking about ways to inflation-proof...

• Shifting Strategies: Troubled Times Inspire Innovative Investing

  By Marie Swift  |  June 1, 2009

  With the Fed pumping money into the economy, advisors and economists are concerned about another potential problem: inflation. While the inflation rate in 2008 was...

• Is Modern Portfolio Theory Dead?

  By Marie Swift  |  May 1, 2009

  Diversified Fate The last 18 months have been an unmitigated disaster. Financial planners have seen their income melt away like global warming on steroids. The stock...