Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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AppStar Financial provides an array of transaction processing services, including credit, debit, EBT, checks, and gift cards for small to medium-sized retail, home, and internet merchants. Appstar is a leader in point-of-sale technology solutions for small businesses and entrepreneurs. We offer our customers the highest quality programs and POS systems including credit and debit card processing, E-Commerce solutions, gift cards, rewards and loyalty programs,s and business management tools.
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DiverCity Podcast: Talking Diversity and Inclusion in the Financial Services Industry
Julia Streets Productions
DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
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PayPal Currency is a snack-sized podcast about the rapidly changing financial technology space and the people and customers behind this special moment in history. In every episode, you’ll get a peek of what it’s like inside PayPal – from the wild ride of unearthing culture to the challenges of becoming a customer–focused company. Let us know what you think and what you'd like to hear for future podcasts by emailing us at [email protected].
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Reimagining Wealth Management with 'Total Wealth' Planning and Investing with Jeff Coyle
23:52
23:52
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23:52In this Swift Chat episode, Marie Swift speaks with Jeff Coyle, Founder and CEO of Libretto, about how his wealthtech platform is transforming the financial planning landscape by utilizing a 'total wealth' approach to lifecycle planning and investing. Coyle explains how Libretto enables advisors to move beyond traditional tools like risk questionna…
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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1
1:03:06
1:03:06
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1:03:06If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening p…
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Top Tips for Choosing the Right Financial Services Company - Appstar Financial
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4:53Appstar is a leader in point of sale technology solutions for small businesses and entrepreneurs. We offer our customers the highest quality programs and POS systems including credit and debit card processing, E-Commerce solutions, gift cards, rewards and loyalty programs and business management tools.…
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Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP®
18:02
18:02
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18:02In this Swift Chat episode, Marie Swift speaks with Kevin Knull, CFP®, President of TaxStatus, a cutting-edge IRS account monitoring and tax data platform designed for financial professionals and the clients they serve, about how this innovative fintech solution is helping financial advisors enhance client services through seamless integration with…
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AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell
15:56
15:56
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15:56In this Swift Chat conversation, Marie Swift speaks with John O'Connell, founder of The Oasis Group, a leading consultancy for the wealth management industry. Their leadership position includes identifying, reviewing, and discussing new technologies and capabilities for the wealth management industry. The Oasis Group offers award-winning consulting…
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Revolutionizing Financial Advisor Marketing with Precision Video Ads with Alex Khassa
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14:25
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14:25In this Swift Chat conversation, Jonny Swift speaks with Alex Khassa, founder of Clients Blackbox, a marketing partner to some of the fastest-growing financial advisory and retirement planning firms in the USA, about transforming financial advisor marketing through precision-engineered video ads. Khassa explains his approach to helping advisors cap…
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Unlocking Behavioral Finance - Insights from A Wealth of Well-Being with Meir Statman
38:02
38:02
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38:02In this Swift Chat conversation, Marie Swift speaks with Meir Statman, Professor of Finance at the Leavey School of Business at Santa Clara University, to discuss the field of behavioral finance. Renowned for his research, Meir Statman has recently authored a new book called "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance," which…
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Unlocking Success with Passion, Partnerships, and Positive Mindset with Derrick Kinney
34:46
34:46
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34:46In this Swift Chat conversation, Marie Swift speaks with Derrick Kinney, Best-Selling Book Author, Keynote Speaker, and Host of the Good Money podcast, to unpack the secrets behind his success and the strategies that have helped countless individuals achieve financial freedom. He also shares advice for financial advisors who might be looking to emu…
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Unveiling Extraordinary Lives with Jane Wollman Rusoff
15:04
15:04
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15:04In this Swift Chat conversation, Marie Swift speaks with Jane Wollman Rusoff, Contributing Editor with ThinkAdvisor and a two-time AZBEE award winner from the American Society of Business Publication Editors. Jane's career journey is as diverse as it is fascinating. From delving into consumer electronics during the tech revolution to interviewing s…
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Benefits for Your Employer's Financial Wellness - Appstar Financial
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3:07
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3:07Appstar is a leader in point-of-sale technology solutions for small businesses and entrepreneurs. We offer our customers the highest quality programs and POS systems including credit and debit card processing, E-Commerce solutions, gift cards, rewards and loyalty programs, and business management tools. Thousands of business owners nationwide have …
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Benefits for Your Employer's Financial Wellness - Appstar Financial
4:32
4:32
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4:32Appstar Financial is a leader in point-of-sale technology solutions for small businesses and entrepreneurs. We offer our customers the highest quality programs and POS systems including credit and debit card processing, E-Commerce solutions, gift cards, rewards and loyalty programs, and business management tools.…
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Leadership Is What You Do with Steve Atkinson
29:32
29:32
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29:32In this Swift Chat conversation, Marie Swift speaks with Steve Atkinson, Speaker, Leadership Coach, and Growth Expert with Admired Leadership. The conversation delves into the realm of leadership and its practical applications in the financial advisory world. Steve shares insights and anecdotes that shed light on what it means to be an effective l…
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T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part II
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34:16
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34:16Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot a…
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T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part I
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38:15
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38:15Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot a…
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Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial
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13:30
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13:30In this special episode of "Hot and Happening at T3 2024", recorded live at the 2024 T3 Technology Tools for Today conference, Marie Swift leads an insightful conversation with Gary Carrai, CFA, Executive Vice President of Advisor Business Strategy at LPL Financial, the nation’s largest independent broker-dealer serving independent financial adviso…
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Building the RIA of Choice with Tony D'Amico
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28:09
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28:09In this Swift Chat, Marie Swifts speaks with Tony D'Amico, Founder and Managing Partner of Fidato Wealth, an award-winning SEC Registered Investment Advisor (RIA) based in Ohio, about the journey of building an admirable firm that stands out as the RIA of choice for both clients and talented professionals. From the challenges faced in attracting …
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LGBTQ+ Activism: From the Bar to Boardroom
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31:03In this episode, Host Julia Streets is joined by Stacy Lentz, LGBTQ+ activist, speaker, and co-owner of the Stonewall Inn and Eve Ellis, wealth adviser at William Blair. Together they chart the path of LGBTQ+ activism from the birthplace of the modern gay rights movement to obstacles to change in our current social and political climate. They discu…
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The BLX Internship Program with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska
23:25
23:25
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23:25In this Swift Chat conversation, Marie Swift speaks with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska, three of the four co-founders of the BLX Internship Program, a premier initiative dedicated to fostering diversity in the financial planning profession, specifically for aspiring Black and Latinx financial planners. The trio expresses a ge…
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Transitioning: Policies, practice and parenting
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34:30
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34:30In this episode we discuss transitioning two very different perspectives. Host Julia Streets is joined by Josephine Hughes, a BACP Accredited Counsellor, business mentor and parent of transgender children and Liam Paschall, a transgender man committed to promoting understanding, inclusion, and allyship. They share their personal stories about the j…
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Liability Optimization with Sora Finance Co-Founders Siddhartha Oza and Rohit Agarwal
18:17
18:17
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18:17In this Swift Chat, host Marie Swift speaks with Siddhartha Oza and Rohit Agarwal, the co-Founders and co-CEOs behind Sora Finance, whose mission is to optimize debt costs for everyone by empowering advisors in actively managing clients' liabilities. The Sora platform, driven by an AI component, addresses the historical oversight of managing debt, …
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How to Conduct A Self-Financial Background Check - Appstar Financial
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3:35Appstar Financial is a leader in point-of-sale technology solutions for small businesses and entrepreneurs. Appstar Financial offers our customers the highest quality programs and POS systems including credit and debit card processing, E-Commerce solutions, gift cards, rewards and loyalty programs, and business management tools. Appstar Financial h…
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Power and Potential – gender and generational dynamics across ASEAN
37:37
37:37
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37:37Recorded live at the Women in Payments ASEAN Symposium, in Singapore on 25 October 2023, with senior leaders, rising stars and industry experts from across the ASEAN region in attendance. Our host Julia Streets is joined by Danielle Sharpe, Chief of Staff to the Global Head of Transaction Banking for Standard Chartered Bank, Sanjeev Chatrath, Partn…
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Sammy Rabbit’s Money School for Financial Advisors with Sam X Renick
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30:12
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30:12In this Swift Chat, Marie Swift sits down with Sam X Renick, the visionary behind Sammy Rabbit's Money School, a financial literacy program for children ages 2-10 years old. Listen to discover the inspiration behind Sammy Rabbit's Money School, a groundbreaking initiative dedicated to instilling essential money habits in children. Sam shares some …
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What Do Reviews of Appstar Financial Tell You - Joseph Stone Capital
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3:44
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3:44Appstar’s customized approach ensures you get the right products and services for your unique retail business. Appstar Financial's business solutions streamline payment processing, customer engagement, gift and loyalty programs, inventory management, employee timekeeping, and more. Whether you are a standalone retail business, multi-location, or on…
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Tech in Ghana: Increasing talent through education and consumer need
30:55
30:55
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30:55As we continue our international conversations, in this episode we look toGhana. Host Julia Streets is joined by Darryl Koku Mawutor Abraham, the Growth Director in Africa of Taptap Send and Kingsley Abrokwah, Chief Enabler and Chief Executive Officer of Kudigo. Together they discuss how tech is providing payment solutions across the continent by a…
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Focus on Antisemitism: Prejudice, Perception and the Purpose for Change
39:48
39:48
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39:48In our first episode of Series 16, we begin with a special extended episode focusing on antisemitism, the ‘oldest form of hatred in the world’. Host Julia Streets is joined by Gideon Falter, Chief Executive of Campaign Against Antisemitism and national newspaper Journalist, Nicole Lampert. Together they chart the rise of antisemitism and the exclus…
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Integrating AI with Your Marketing Efforts with Marie Swift and Jonny Swift
17:28
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17:28In this unique Swift Chat, recorded live in the Social/Digital Hub at the 2023 Morningstar Investment Conference (MICUS) in Chicago, honorary “Hubster” Shawna Ohm of Content 151 flips the script as she interviews Marie Swift and Jonny Swift of Impact Communications. The trio shares some of their marketing and PR insights in relation to some of the …
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AdvisorAI and 401kAI Tools for Financial Advisors with Daniel Satchkov
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30:17
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30:17In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Daniel Satchkov, Co-Founder and President of RiXtrema, a pioneer in developing innovative tools for financial advisors using machine learning (AI) and data science. Daniel dives into RiXtrema's two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. 401kAI i…
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Appstar Financial - All That You Want to Know About Transaction Processing System
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6:08Appstar’s customized approach ensures you get the right products and services for your unique retail business. Appstar Financial's business solutions streamline payment processing, customer engagement, gift and loyalty programs, inventory management, employee timekeeping, and so much more. Whether you are a standalone retail business, multi-locatio…
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Unlocking Meaningful Financial Conversations with Michael Lecours
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23:53
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23:53In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Michael Lecours, CFP®, Co-Founder of fpPathfinder, a company that helps financial advisors become more efficient, innovative and systematized by quickly solving planning problems and questions from clients using fpPathfinder's checklists and flowcharts. Michael shares the j…
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How Does Appstar Financial Help Small and Medium Businesses - Appstar Financial
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5:01Appstar Financial is a leader in point-of-sale technology solutions for small businesses and entrepreneurs. Appstar Financial offers our customers the highest quality programs and POS systems including credit and debit card processing, E-Commerce solutions, gift cards, rewards and loyalty programs, and business management tools. Appstar Financial h…
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Appstar Fnancial - Understanding the Benefit of Using Debit Card
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5:09
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5:09Appstar Financial is a leader in the electronic payments industry. We offer our merchants the highest quality payment processing programs and solutions including credit card processing, debit, and EBT card processing, check guarantee, electronic check conversion, e-commerce solutions, and gift and loyalty cards. Appstar Financial has excellent revi…
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Highlights from the 2023 Morningstar Investment Conference with Mary Beth Franklin and Laura Carstensen
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32:15
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32:15In this special episode of Swift Chats, taped live at the #MICUS Podcast Stage, Hosts Jonny Swift and Marie Swift recap highlights and insights from the 2023 Morningstar Investment Conference with Mary Beth Franklin, Contributing Columnist at InvestmentNews and Laura Carstensen, Director of the Stanford Center on Longevity. The group discusses the …
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Places, policies and practices for women at work
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32:19
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32:19In this episode, host Julia Streets is joined by Sophie Creese, Founder of MotherBoard, and Eleanor Mills, Editor in Chief of noon.org.uk. They explore the current landscape of women at work; the ages and stages of women in the workforce: from mothers to ‘Queenagers’, which now includes five generations. They discuss opportunities for women in midl…
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Being and Belonging: Financial services and safety for the LGBTQ+ community
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29:44In this episode, host Julia Streets is joined by Billie Simmons, co-founder and Chief Operating Officer of Daylight, a queer-owned and queer-run members-only neobank and Geffrye Parsons, Founder and CEO (‘Chief Empathy Officer’) of The Inclusion Imperative, a best-practice Diversity, Equity, Inclusion & Belonging (DEIB) consultancy. They explore ho…
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Compilation Episode from the 2023 Morningstar Investment Conference
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45:39This special Swift Chat comes to you live from the Social/Digital Hub at the 2023 Morningstar Investment Conference in Chicago - April 25-27. Hosts Marie Swift and Jonny Swift, along with Honorary Hubsters Shawna Ohm of Content 151 and Victor Gaxiola of TechGirl Financial, speak with some big names about why they love coming to the Morningstar Inve…
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Appstar Financial - Choosing A Merchant Services Provider
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4:38Appstar Financial is an innovative provider of point-of-sale software, merchant services, and transaction processing solutions, Appstar was established in 2002 to help small businesses and entrepreneurs realize their dreams. Appstar is proud to offer the best point-of-sale technology, payment processing, and credit card processing solutions availab…
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Compilation Episode from the 2023 T3 Technology Tools for Today Advisor Conference
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37:13
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37:13In this special Swift Chats, we're live at the 2023 T3 - Technology Tools for Today Advisor Conference in Tampa, which took place March 13-16. Host Marie Swift talks with an array of guests in the T3 Podcast Station powered by Myriad Advisor Solutions about their big takeaways from #T32023, as well as why they love the T3 community and keep coming …
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Regional representation recruitment and retention
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30:11
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30:11In this episode, host Julia Streets is joined by Rebecca Ajulu-Bushell, CEO of 10,000 Black Interns Foundation and the 10,000 Able Interns Foundation, and Philiip Olagunju, Head of corporate finance at PEM, the oldest and largest independent accountancy practice in Cambridge, UK. They discuss advocating for the unrepresented through both structured…
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Inclusive design: Workspaces fit for all, fit for the future
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35:08In this episode, host Julia Streets is joined by Ed Warner, founder of the inclusive design business Motionspot and Ross Hovey, Accessibility Guru, Accessibility Consultant and Lloyds Banking Group Disability Role Model. They explore the importance of inclusive design to serve talent across all protected characteristics, with a particular focus on …
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T3 Technology Tools for Today Presents: Hot & Happening at T3 2023
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1:02:57In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, co-hosts Marie Swift and Jonny Swift speak to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. From intriguing presentations on the mai…
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Compilation Episode from the 2023 AICPA & CIMA Personal Financial Planning Summit
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57:48In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2023 AICPA & CIMA Personal Financial Planning Summit held at Dimensional Fund Advisors Headquarters in Austin, TX January 30 - February 1. Guests share some of their biggest takeaways from the various sessions as well as why they love attending the summit …
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Is Justice the new DE&I: Has the diversity discussion evolved?
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33:02In this episode, host Julia Streets is joined by Dorien Nuñez, Speaker, Author, Researcher, Consultant and Principal and Co-Founder of The OMNIResearch Group and Paris Prince, Director - Justice, Equity, Diversity & Inclusion for The Intentional Endowments Network. Both from the United States, Dorien shares his experience of five decades on Wall St…
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Building a Community for Women Advisors with Bridget Grimes and Katie Burke
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23:55In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Bridget Grimes, CFP® and Katie Burke, CFP®, Co-Founders of Equita Financial Network, an entity that empowers independent, women-led financial planning firms to provide outstanding service to their clients, achieve business success, and leverage a network that allows them to …
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Patriarchy, privilege and perspective: Male identity and the future of work
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30:17In this episode, host Julia Streets is joined by David Goldenkranz, Educator, DEI Facilitator, Coach and Consultant and Simeon Greaves, Wealth Manager at Coutts. Together they talk about leadership and where the power lies. In parallel, they discuss intersectionality through the lens of race and sexual orientation; self-identification and ways to c…
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Using Listening Skills and Mindfulness to Manifest your Goals with George Kinder
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27:52In this Swift Chat, Marie Swift of Impact Communications Inc. speaks with George Kinder of the Kinder Institute of Life Planning. The two discuss mindfulness skills to help yourself live the life you want to live and what the Registered Life Planner designation means. Learn more about George and his work at www.KinderInstitute.com…
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Accessibility, Customer Focus and Inclusivity: Refreshing disability strategies
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38:13In this episode, host Julia Streets is joined by Toby Mildon, Diversity & Inclusion Architect and founder of Mildon, a consultancy and advisory business, and Johnny Timpson OBE, principal of Johnny Timpson Consulting and Non-Executive Chair of specialist military insurance brokerage Absolute Military. Together they discuss ways to improve access to…
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Inside Scoop for T3 2023 with Joel Bruckenstein
11:38
11:38
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11:38In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Joel Bruckenstein, President of Technology Tools for Today, about what to expect at the T3 2023 conference March 13-16 in Tampa. Joel shares some of the featured speakers appearing at this year's conference, some of the topics and trends that will be discussed, …
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Special Youth Takeover Episode: Perception, Pathways and Progress within financial services
45:54
45:54
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45:54We kick start Series 15 with a special Youth takeover episode. Host Julia Streets is joined by Chloe, Sirad, Megan and Harrison all of whom work as Young Consultants with the organisation Participation People. They share their perceptions of financial services and what we need to do as an industry to attract and portray financial services in an att…
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Compilation episode from the 2022 MarketCounsel Summit
40:54
40:54
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40:54In this special Swift Chat episode, Marie Swift interviews a range of guests from the 2022 MarketCounsel Summit held at the Four Seasons Las Vegas December 5-8, 2022. While the audio clips have been stitched together to create one full podcast episode, the video interviews are available as single clips on a Vimeo Showcase. Links to the video clips …
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