Marie Swift
@marieswift
Followers
8K
Following
10K
Media
3K
Statuses
34K
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
ICYMI: in this @RIABiz article you’ll find an open letter from Hailin Li, CEO of #Advyzon - the award-winning platform that continues to attract new business from competitors such as @BlackDiamond @Envestnet_ @Orion_OAS
0
0
0
RT @ShannonRosic: 🚨 New episode alert 🚨 . On the latest WealthStack Podcast, I chat with Libretto’s founder, Jeff Coyle, on:. → LDI for ind….
0
1
0
Many thanks to @ShawnaOhm for this surprise delivery - a handful of posies, just in time for Mother’s Day weekend. Sitting here, enjoying a cup of coffee, listening to the birds sing, in the quiet morning before the rest of the family arrives. Life is good.
0
0
1
Looks like an amazing session! @ShannonRosic and Jeff Coyle of #Libretto together for an Ask Us Anything opportunity:.
I’m sitting down w/ Jeff Coyle, CEO of Libretto, to talk about scaling liability-driven investing for private clients. We'll discuss:. ✅ How they're bringing UHNW CX to everyone.✅ Going beyond Monte Carlo.✅ Does it really mean lower returns?. Recording 5/6—drop your Qs 👇
0
0
1
I'm speaking at Wealth Management EDGE 2025, taking place on June 10-12 at The Boca Raton Resort, Boca Raton, FL!. Register now and save 20% by clicking here >> #WMEDGE . Thanks for the invite @wealth_mgmt @ShannonRosic
0
0
1
RT @ImpactMarComPR: Impact is wrapping up here in Dallas on the final day of the #T32025 @t3techhub Conference!. We couldn’t have done it w….
0
3
0
Who doesn’t like a good bourbon tasting at 3:08 PM after a long and successful conference!? #T32025
0
0
1
Where’s the money - your client’s money? Now you can KNOW for sure with #TaxStatus . #T32025 take note!
0
0
0
#Advyzon named best all-in-one software solution for 🎉eighth consecutive year 🤯 in 2025 @t3techhub / Inside Information survey announced at #T32025.
0
2
3
Patrick Shaddow of Syntax and I actually got a chance to sit down together for a few minutes. I love being a tech tour guide this year at #T32025
0
0
0
Lovely view of downtown Dallas today as my team and I coordinate from our amazing Airbnb - complete with a private swimming pool, yoga room, four stories with private balconies and views, dream kitchen for a gourmet chef - to the Hyatt Regency for the last full day of #T32025
1
0
2
Love seeing @craigiskowitz at #T32025.
0
0
1
RT @ImpactMarComPR: We had a blast last night after day two of #T32025 at the Friends of Impact VIP/Media Party. Thank you to everyone who….
0
2
0
Come on over to Landmark Ballroom D 🎤 RIGHT NOW 🤙🏼 and hear from Patrick Shaddow of Syntax Data. Who likes change? Patrick does and he’s here to tell you why. #T32025.#DirectIndexing .#CompetitiveAdvantage
0
1
3
Proud to be representing this award-winning firm! @KwantiAnalytics continues to turn heads. Fun fact: @JonnySwiftIC and I make cameo appearances in this red carpet video.
5
0
3
RT @ImpactMarComPR: In this article from @wealth_mgmt's 2025 Market Outlook issue, @marieswift, CEO and Founder of Impact Communications, s….
0
2
0
Check out my article on #GenAI and content creation for #financialadvisors via @wealth_mgmt 👇🏼👇🏼👇🏼
0
0
1
Wealthtech Roundup: Catchlight, Interactive Brokers, Advyzon, Opto And More - Wealth Solutions Report via @wealth_report
0
0
1