Marie Swift

In conjunction with my company’s decision, as stated below, this will be my last post on X. Please find me on LinkedIn, which is our primary business community now. #GoodbyeX

Great insights from @Softlab360CEO

Another great New Year client meeting - this time in La Jolla with David Reyes of @ReyesFinancial Architecture. Our very own @MarieSwift, Dori Thomas and Lexi Vassilaros spent time with David and his professional staff discussing the firm’s principles, messaging, and rebrand.

How do you preserve authenticity when AI accelerates your content? In her latest article for @wealth_report, @MarieSwift explores how firms can define and operationalize their authentic brand voice in the age of #AI. Read the full article: wealthsolutionsreport.com/modern-trust-b…

In @wealth_mgmt magazine's recent Market Outlook issue, @MarieSwift authored this article on #BrandVoice in the age of #GenAI. Read the full article here: bluetoad.com/publication/?i…

Important Updates T3: Conference happening March 9-12, 2026 in New Orleans: 😎 NEW ROOM BLOCK ADDED 💰 TICKET PRICE CLARIFICATION ->AI University ticket purchase has been streamlined ->The ticket price for AI University is just $499. Register here: t3conferences.com/register/

Here is what our team at @ImpactMarComPR was up to with their families, friends and colleagues in 2025! We hope this year was as 'Impactful' for you as it was for us. Happy Holidays from the Impact team! vimeo.com/1148703153 #HappyNewYear #HappyHolidays #2025Recap

Last night, our Kansas City–area Impact Communications crew got together to laugh, connect, and recharge before 2026—complete with shared plates, party games, and a white elephant gift exchange. Here’s to more collaboration with this amazing group in the new year!

Who will win the race as we go dashing through the snow heading into Christmas and New Year’s festivities? Quinn Law, @JonnySwiftIC, @ColinSwiftIC, @ Dori Thomas, and @MarieSwift are seeing a snowballing effect: jibjab.com/view/make/sled… Merry Christmas everyone!

As you can see, Micah Schuele, Karen Embry, Mary Ellen Del Valle, Grace Vogelzang, and Teresa Law, in particular, have been hard at work preparing for the big week ahead: jibjab.com/view/make/twin… Ho ho ho! Hope everyone has a great holiday season filled with love and laughter.

ICYMI: @Holistiplan continues to make waves in the #RIA world with its industry-award-winning insurance risk review tool / wealth defense module. Learn more via @Citybiz: citybiz.co/article/770963… #WealthTech #Fintech #FinancialAdvisors #InsuranceRisk #InsuranceModule

Michael Rose of @cerulli_assoc talks with Impact CEO @MarieSwift in this #SwiftChats podcast about 'How Technology is Shaping #WealthManagement'. Watch/listen here on #Citybiz: citybiz.co/article/781438…

Troy Von Haefen was recently featured in the 'Know Your Niche' series for @finplan, discussing how his days as a touring guitarist inspired his niche of working with professional musicians and how @ACP_Planners supports his practice: financial-planning.com/news/know-your…

In the latest #SwiftChats podcast episode, @marieswift sits down with @MarkHeynen, Co-Founder of @getknap, on how Knapsack AI empowers #financialadvisors to work smarter and deepen client relationships a client information. Watch here: impactcommunications.org/best-practices…

@ImpactMarComPR founder and CEO, @marieswift, shares family reflections and holiday greetings. Watch this holiday video from Marie: vimeo.com/1140941336?sha…

In the spirit of giving each year, @ImpactMarComPR makes charitable donations -- instead of sending holiday gifts to our business friends and clients. Click here, fill out the form, and we'll donate another $10: impactcommunications.org/charitable-giv…

Drew Lunt, Financial Advisor & Founder of Scratch Capital, discusses Total Wealth Planning for business owners, including private assets, risk management, and tax strategy. @scratch_cap

.@ImpactMarComPR is proud to announce that a whopping 8 Impact clients have been named finalists in the 2025 @ThinkAdvisor #Luminaries Awards, across 18 award categories! Read more in #citybiz: citybiz.co/article/774156…

In March, Team Impact is headed to New Orleans for #T32026! You can find all the #AI & #wealthtech solutions you need. Use code T3IMPACT200 to save $200. Early Bird rate expires 12/31/25! Register: t3conferences.com

At the 2025 #SchwabIMPACT Conference, @Advisorpedia interviewed Kartik Srinivasan, President of Advyzon Institutional, who shared the strategic vision behind #Auria - Advyzon’s platform for UHNW investors & family offices. Read here: advisorpedia.com/future-of-advi…