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Marie Swift

Brand Advocate, Strategy Consultant, Public Relations and Communications

Welcome to Marie Swift's Profile Page

Marie Swift's Bio:

Marie Swift is President and CEO of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors and allied institutions. Swift has worked with financial advisory firms and allied institutions for over twenty years. A thought leader for thought leaders, she is known for bringing some of the industry's best and brightest voices together for dialog and debate. Her Thought Leader Round Table series is just one example how Marie generates interesting conversations with movers and shakers in the financial services industry. Her Best Practices in the Financial Services Industry blog provides additional insights and advice, including podcasts, articles, videos and other helpful content for independent financial advisors and the institutions that serve them. Find it at http://www.marieswift.com. Prior to establishing her own firm in 1993, she served as Director of Corporate Communications for Worldwide Investment Network in Irvine, California, where she helped FNIC's then #1 Top Producer attain and maintain that title for five consecutive years. She managed a staff of twenty that supported two-dozen successful registered representatives, estate planners and wealth managers. As president and CEO of Impact Communications, Inc., Marie leads a dedicated team of marketing communications and PR professionals serving financial institutions and a select group of independent advisors on an exclusive basis. Marie is happily married to her longtime hubby Bill, has two amazing children, and resides in Leawood, KS. She can be reached through her website at http://www.ImpactCommunications.org. For breaking news, follow @marieswift on Twitter - http://www.twitter.com/marieswift.

Marie Swift's Experience:

  • President and CEO at Impact Communications, Inc.

    August 1993 - Present | Leawood, Kansas

    2013 marked 20 years as principal of Impact Communications & 24 years as a marketing communications professional in the financial services industry. On the "institutional side" of the business, Impact maintains or has had business relationships with: Fidelity IWS, Schwab Institutional, Pershing Advisor Services, TD Ameritrade Institutional, Securities America, Investacorp, Cetera, Financial Network Corporation, Loring Ward, Garrett Planning Network, Kinder Institute of Life Planning, Sudden Money Institute, FocusPoint Solutions, Tamarac, IAS, Quovo, ByAllAccounts, FinaMetrica, Docupace, Finametrica, fi360, Inside Information, Advisor Impact, RiXtrema, Jagen Funds, T3 Technology Tools for Today, Tiburon Strategic Advisors, TIAA-Cref, and more. On the "advisor side" of the business, Impact maintains or has had relationships with independent advisory firms such as: Financial Focus, EP Wealth, Massey Quick, Hanson McClain, American Financial Network, Karen Lee and Associates, Integrated Financial Group, Cooper McManus, Family Investment Center, Norm Boone and Mosaic Financial Partners, The Gensler Group, and more. Impact also offers group training and empowerment programs, including: Media Mastery University, Business Builder Pro, and the Web 2.0 and Social Media Boot Camp. Swift is or has been a columnist for: Wealth Manager, Financial Planning, Research, GuideVine, Money Management Executive, WealthManagement.com, AdvisorOne.com/Transitions & Morningstar Advisor. She and her clients are frequent contributors to: Investment Advisor, Journal of Financial Planning, FPA Solutions, Horsesmouth and more. Impact's clients have had bylined articles and/or quotes in major publications such as Wall Street Journal, Physicians' Money Digest, Medical Economics, Money, Smart Money, O magazine, Boston Globe, Chicago Tribune, Forbes.com, US News and World Report, Time.com, LA Times and more. Swift has spoken at many industry conferences including: Barron's Top Women Advisors, FPA National, NorCal, Schwab Growth Point, Garrett annual retreats, Kinder conferences, NFL Players' Association, Pershing Insite, Lockwood University, NAPFA National & more.

  • Director of Corporate Communications at Worldwide Investment Network, Inc.

    August 1987 - August 1993 | Irvine, CA

    Helped an independent financial advisor acheive Number One Top Producer status with Financial Network Investment Corporation. Served as right-hand executive assistant for the first 2 years. Promoted to Director of Corporate Communications, a title held for an additional 3 years. Helped the advisor and his support team with marketing, compliance and operations for all 5 of the years he maintained his #1 status with this large independent broker/dealer. Managed a support staff of 20. Interfaced with and supported a producer group of 20 advisors. Interviewed and managed work product / efforts of graphic designers, PR firms, advertising agencies, etc. Produced and promoted a highly successful seminar series.

  • Founder and Chief Idea Officer at Serial Entrepreneur

    January 1980 - August 1988

    Before entering the financial services industry in 1992, Marie owned a Catering Company, a Meeting Planning Service, and a Residential Housekeeping Service in Boulder, Colorado. She also worked in the Hospitality Business, waiting tables and perfecting her service instincts during her early working years.

Marie Swift's Interests & Activities:

Family, friends, candid conversation, cooking, wine, fine dining, travel, human rights, humanitarian efforts, kindness, living "pay it forward" life




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