Free Ideas

Kirk Hulett, SVP with Securities America, and Marie Swift discuss how to generate credibility / visibility and harness Web 2.0 technologies in this "fast, fun and informative" podcast recorded LIVE at the FPA Business Solutions Conference on March 2, 2010. Listen now at http://www.advisorpod.com/mswift.

Marketing Advice from Coulter and Swift
Listen to Nicole Coulter and Marie Swift as they discuss marketing and PR strategies for today, tomorrow and beyond. This Radio Show Interview (mp3) was conducted on June 17, 2010 by Nicole Coulter for Copernicus Radio, a dynamic learning community (by invitation only). Learn more at www.CopernicusInstitute.com.

Web 2.0 and Social Media
Vince Esposito of AdvisorConnect and Marie Swift of Impact Communications talk about ways financial advisors can Use Web 2.0 and Social Media to market their services and build relationships. Click to view companion slide show.

Challenges and Opportunities Today
Nicole Coulter, host of Copernicus Radio, and Marie Swift of Impact Communications talk about challenges and opportunities for advisors today in this fast, fun 30-minute recorded interview. Grab a sandwich and listen now.

What You Must Know AND DO to Survive and Thrive In Any Enviroment. Listen to Marie Swift as she tells advisors how they can survive and thrive in any enviroment. This Radio Show Interview (mp3) was conducted in December 2009 by host Annette Bau for the Life Insurance Selling Summit. Learn more at http://insurancesellingsummit.com/purchase.htm

Business Building ideas using THE NUMBER book by Lee Eisenberg

Would you like to create more meaningful relationships with your clients? Generate new business from strategic partners and prospects? Use THE NUMBER book and key concepts to distinguish yourself and your practice.

Become A Media Master
Listen to Marie Swift as she tells book authors how they can use their books as “the ultimate calling card” and become a media master. This Radio Show Interview (mp3) was conducted on January 4th, 2008 by host Peter Johnson for Advisor Press, a non-traditional publishing company committed to breaking down book barriers for financial advisors and other business professionals. Learn more at www.advisorpress.com.

Upswing CRM interviews Marie Swift of Impact Communications about Web 2.0 for financial advisors at the Technology Tools for Today conference on January 14, 2008. Watch 3 minute video clip now.  

Read Web 2.0 tips and strategies now.

Download Marie's presentation materials from the Technology Conference:

1.    Incorporating Web 2.0 Into Your Business (Powerpoint slides as pdf)

2.  Use the Web 2.0 to Build Rapport with Clients and Market Your Business (handout master with glossary and resource list)        

Creative Ways to Use Professional Photos 
Powerpoint Slide Show -- Goes with Practice Management Article by Marie Swift (Financial Planning magazine, January 2005) and 11 Photo Fiascos to Avoid (Horsesmouth, February 2005).  Please allow 15-20 seconds for the slide show to load. Hit "page down" or "page up" to advance to next (or previous) slide. If you do not have Powerpoint software, please request a pdf of the presentation.

How to Use a Television Clip on Your Web Site
Windows Media Video  - Alan Schapire, CPA/PFS, CFP®, owner of Libra Financial Planning in Media, PA, followed our media relations advice and landed in the Television spotlight. Take a look! Please allow 15-20 seconds for the video to load. If you do not have Windows Media software installed on your computer, please contact us for help.  

How to Use a Radio Clip on Your Web Site
George Kinder, CFP®, founder of the Kinder Institute of Life Planning and one of the Top 25 Most Influential People in Financial Planning (according to Investment Advisor magazine, 2003 and 2005), retains Impact Communications for their PR and Media Relations savvy. Please allow 15-20 seconds for the audio to load. If you do not have Real Player installed on your system , please download a free copy at www.real.com.

Use Custom Greeting Cards and Postcards to Build Rapport
During her Live Discussion Forum for SourceMedia on AdvisorMax in December 2006, Marie Swift discussed the power of handwritten notes and how you can go one step further to build affinity by writing that note on a custom greeting card. She promised to post some examples, not just of the custom greeting cards that her firm has done over the years, but of custom postcards designed to create and enhance a feeling of being personally related. After all, people do business with people they like and trust. Anything we can do to boost our likeability factor is a good investment. View the examples now.

Watch a video on the Custom Greeting card system that we endorse.

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