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Jolt! 2022 Conference: Marie Swift on Advisor Triage and Becoming Your Best Brand Advocate

When old-school marketing hits digital.


In this video, Timothy D. Welsh, president, Nexus Strategy, and Marie Swift, president and CEO, Impact Communications, talk about the mix of old-school marketing and current digital strategies to promote an advisor’s business.

Tim and Marie discuss:

  • Opportunities with the new SEC marketing rule and how Impact Communications approaches those discussions with advisors.
  • What content marketing strategies are working today, and increasing brand visibility by combining old-school techniques with advanced technology.
  • Fresh from the T3 technology conference, Marie’s take on the future of CRMs, marketing technology, portfolio management and automated content distribution platforms.  
  • What advisors should be looking for in 2022.

See more of our coverage from Jolt! 2022


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