Marie Swift
@marieswift
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Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Kansas City
Joined January 2009
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
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Great insights from @Softlab360CEO
Henry Zelikovsky, Founder & CEO of Softlab360, discusses the firm's recent successful applications of AI / machine learning in wealth management. @Softlab360CEO
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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.
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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
Brand Voice Standards In The Age Of AI Can Help Firms Understand, Articulate And Operationalize Their Authentic Voice
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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: https://t.co/kFUsXZ1fBC
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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: https://t.co/l8zAz3Lqif
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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! https://t.co/UoKeXt7wOB
#HappyNewYear #HappyHolidays #2025Recap
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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!
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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: https://t.co/XZhqnvViar Merry Christmas everyone!
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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: https://t.co/40W6iF7EAs Ho ho ho! Hope everyone has a great holiday season filled with love and laughter.
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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: https://t.co/2d96aW5zl3
#WealthTech #Fintech #FinancialAdvisors #InsuranceRisk #InsuranceModule
citybiz.co
Wealthies Win Underscores Growing Demand for Integrated Insurance Planning in Wealth Management and Financial Planning Holistiplan, known primarily for its... Read More
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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
Marie Swift and Cerulli’s Michael Rose discuss the 2025 wealth management tech landscape, including AI, advisor independence, and the rise of customized tech stacks.
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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
Troy Von Haefen once shared a stage with Lee Ann Womack. Now he's built a financial advising firm around his Nashville connections.
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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:
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@ImpactMarComPR founder and CEO, @marieswift, shares family reflections and holiday greetings. Watch this holiday video from Marie: https://t.co/RFudP945X9
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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:
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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
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.@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
Impact Communications celebrates eight clients named finalists in the 2025 ThinkAdvisor Luminaries Awards, recognizing their innovation, leadership, and positive impact across the financial services...
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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: https://t.co/4OJkhKyWUm
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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
Auria is Advyzon’s newly launched platform tailored for ultra-high-net-worth (UHNW) clients and family offices.
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