Highlights from the 2023 Morningstar Investment Conference with Mary Beth Franklin and Laura Carstensen
Swift Chats in the Financial Services Industry
Release Date: 07/12/2023
Reclaim Time, Reduce Stress, and Reshape Your Business with Claire Alexander
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, Marie Swift speaks with , founder of , an operations and growth platform designed to help service-based businesses, particularly financial advisors, transform big visions into high-functioning businesses. Claire shares her journey from working in administrative roles to building and leading complex wealth management firms, culminating in the creation of her 10-week operational transformation program. Designed to help professionals, such as financial advisors, CPAs, attorneys, real estate agents, insurance professionals, and trusted consultants, The Arch’s...
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Less Polish, More Presence – The New Formula for Social Media Success with Andy Wang
Swift Chats in the Financial Services Industry
In this Swift Chats episode, speaks with , Managing Partner at , host of the Inspired Money podcast, and a LinkedIn Top Voice, to explore how he has strategically leveraged LinkedIn to grow his following, build authentic connections, and generate business opportunities, all while staying grounded in his mission of helping others. Wang shares the evolution of his LinkedIn presence, from posting blog links in 2016 to becoming an early participant in LinkedIn's Creator Program and Accelerator. With over 18,000 followers and millions of video views, he explains how short-form, vertical video has...
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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 3
Swift Chats in the Financial Services Industry
If there’s one thing that rings true year after year, it’s this: the 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 podcast series, recorded live at the bustling T3 Podcast Station. In this special three-part podcast, hosted by of and guest host of , listeners are treated to front-row access to the conversations that matter most in wealthtech today....
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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 2
Swift Chats in the Financial Services Industry
If there’s one thing that rings true year after year, it’s this: the 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 podcast series, recorded live at the bustling T3 Podcast Station. In this special three-part podcast, hosted by of and guest host of , listeners are treated to front-row access to the conversations that matter most in wealthtech today. From...
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Reimagining Wealth Management with 'Total Wealth' Planning and Investing with Jeff Coyle
Swift Chats in the Financial Services Industry
In this Swift Chat episode, speaks with , Founder and CEO of , 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 questionnaires and Monte Carlo simulations by offering a unified, holistic approach to wealth management. The conversation explores Libretto’s origins in serving ultra-affluent families and its mission to democratize advanced planning techniques for clients at all wealth levels....
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Real-World Lessons in Succession Planning and Resilience with Leigh White, CEPA®
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, welcomes Founder and CTO of , which provides comprehensive business consulting and operational support services to financial advisors and entrepreneurs, for a candid conversation about the realities of succession planning for business owners and financial advisors. White shares her personal journey, marked by profound loss, health challenges, and a cancer diagnosis, all of which accelerated her own succession process and tested her business’s resilience. She describes the emotional and practical steps she took to transition leadership to her daughter,...
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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1
Swift Chats in the Financial Services Industry
If there’s one thing that rings true year after year, it’s this: the 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 podcast series, recorded live at the bustling T3 Podcast Station. In this special three-part podcast, hosted by of and guest host of , listeners are treated to front-row access to the conversations that matter most in wealthtech today. From major fintech rollouts to...
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Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP®
Swift Chats in the Financial Services Industry
In this Swift Chat episode, speaks with , President of , 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 IRS data. Knull shares how TaxStatus enables continuous monitoring of client activities, providing real-time notifications on new filings and offering advanced analysis capabilities that help advisors prevent tax fraud and improve the financial advice they provide. The...
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AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, speaks with , founder of , 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 services, industry-leading research, and compelling on-demand training for wealth management firms and the service providers who serve the wealth management industry. Wealth management firms can unlock new levels of efficiency, personalization, and client engagement by adopting AI. John...
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Revolutionizing Financial Advisor Marketing with Precision Video Ads with Alex Khassa
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, Jonny Swift speaks with , founder of , 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 capture more clients by creating highly targeted, short video ads on Facebook and Instagram that replace the traditional, slower webinar funnels. By focusing on the "speed to lead" principle, his strategy significantly reduces lead loss, offering clients immediate access to...
info_outlineIn 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 challenges and opportunities for financial advisors in the evolving landscape of retirement income planning, the importance of holistic financial planning, engaging the next generation in financial conversations, and finding a sense of purpose in later life. Dr. Carstensen emphasizes the significance of adapting to an era of increased life expectancy, while Mary Beth Franklin discusses the challenges and responsibilities faced by financial advisors in helping clients navigate financial decisions in retirement.
Find more great content from the 2023 Social/Digital Hub at the Morningstar Investment Conference at: https://www.socialdigitalhub.com/