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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 ...
 
The Mayer Brown London Litigation and Dispute Resolution team discuss recent developments in financial litigation, and what they mean for those advising banks and other financial institutions. Time spent listening to this podcast can count towards solicitors CPD requirements. Please contact us if you require further information.
 
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show series
 
In this Swift Chat interview, Jonny Swift of Impact Communications speaks with Angel Gonzalez, Chief Marketing Officer and Co-Founder of Snappy Kraken, a marketing automation and growth platform for financial services professionals. Learn about what's working for advisors today when it comes to digital marketing and what trends we're seeing on the …
 
Marie Swift of Impact Communications, Inc. (Impact), speaks with Chris Manker of NEXA Insights, LLC (Nexa). How can financial advisors and their firms use client feedback to empower their people, inform their marketing strategy, improve client communications, solidify client relationships, uncover potential referrals and business growth opportuniti…
 
Marie Swift of Impact Communications, Inc. (Impact), speaks with Claire Akin of Indigo Marketing Agency (Indigo). While Impact and Indigo both offer content creation and social media / digital marketing solutions for independent financial advisors, the firms have different strengths and philosophies -- in fact, Impact and Indigo may even cross-refe…
 
Marie Swift of Impact Communications, Inc., speaks with Ariel Acuna, creator of The Aqueduct Strategy. This top-performing investment strategy is available to RIAs on the Fidelity Separate Account Network. ​ Ariel, who has worked with his own clientele as a financial advisor for nearly 30 years, created The Aqueduct Strategy -- which has, according…
 
In this Swift Chat, Marie Swift of Impact Communications, Inc., speaks with Marwa Zakharia, CEO of AssetBook, and Matt Sonnen, CEO of PFI Advisors. Marwa, Matt and Marie have so many common interests -- and you'll learn all about them and pick up some golden nuggets to help you run a better financial advisory business in this 3-person Swift Chat. W…
 
In this Swift Chat, Marie Swift of Impact Communications, Inc., speaks with Preston D. Cherry, Ph.D., CFP®, of Concurrent Financial Planning, LLC. Dr. Cherry is also Assistant Professor of Finance & Personal Financial Planning in the School of Business at the University of Wisconsin Green Bay. Preston shares his backstory and why he chose to establ…
 
Sam Brownell, CVA, CFA, Founder of Stratus Wealth Advisors, a financial planning and wealth management firm that specializes in succession planning and helping independent business owners maximize the value of their business, talks with Jonny Swift about how successful business owners have actually survived and thrived throughout the COVID-19 pande…
 
Financial advisor Meredith Moore of Artisan Financial Strategies tells Marie Swift her backstory -- and how she has built a successful financial advisory firm that serves a loyal clientele in Atlanta. Meredith provides an array of tips and insights that any business owner can use to leapfrog the competition. Her story of overcoming adversity -- and…
 
Marie Swift speaks with Mark Pearson, Founder, President and Chief Investment Officer of Nepsis, Inc., a financial services firm driven to provide the power of clarity to the individual investor so that they can accomplish their investment & planning goals. Learn about the Nepsis investment philosophy and how Mark and his team manage money for thei…
 
Marie Swift speaks with Veriday's CCO Chris Lamoureux. The topic: Content and how producing good content builds trust and leads to business growth. Chris and Marie share a formula for getting started if you haven't already jumped on the Content bandwagon. They also discuss how to produce a steady stream of good content that can help financial advis…
 
Marie Swift speaks with author / speaker / thought leader Daniel Crosby, Ph.D. The topic: How to cope with life's many challenges and uncertainties. After discussing the Big Five personality types and ways to better understand ourselves and other people, he offers tips on how advisors can influence clients and create positive outcomes in spite of t…
 
Marie Swift speaks with Tim Wyman and Matt Trujillo, partners, Center for Financial Planning, Inc. They talk about internal succession planning for financial advisors and how the 35-year-old firm creates career paths and partnership opportunities for next generation talent. They also offer "tuck-in" opportunities for advisors with an established bo…
 
On November 11, 2020, Coach Joe Lukacs of the Magellan Mastermind & Network joined Marketing Maven Marie Swift to discuss Best Practices for Writing a Business Plan. The conversation gave a sneak peek into some of the topics that will be covered during Joe's December multi-day virtual conference. This podcast provides great value and is provided wi…
 
In this Swift Chat, Marie Swift speaks with author / speaker / thought leader Carl Richards. The topic: Why advisors should think of themselves as a guide in a changing landscape, not a seller of certainty or a defender of an outdated map. Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The …
 
John Enright and Michael Palumbos of Custom Wealth Advisor Network (CWAN) talk with Marie Swift about how John and Mike use a proven process to be more productive, profitable and powerful when it comes to attracting the right kinds of clients. John will have his best year yet in 2020 and Mike is on track to have one of his best years ever. This vid…
 
Josh Cutler of Bluestem Financial Advisors, LLC talks with Marie Swift on why he is proud to be a member of the Alliance of Comprehensive Planners (ACP) and how he and the ACP annual conference task force planned for and shifted to a virtual event once the pandemic became a reality in 2020. The conference takes place over 3 partial days: Oct 28, 29…
 
Heather Kelly, SVP of Advisory and Strategic Accounts at Allianz Life Insurance Company of North America, speaks with Marie Swift about how advisors and their clients have adjusted to the challenges posed by 2020. Heather also talks about risk mitigation products and how Allianz is stepping up to help independent financial advisors with new and inn…
 
First-time book author Mark Clure, CFP, talks with Marie Swift on why he wrote the book, how he works with clients, what the GUIDE Process and True Wealth Network for financial advisors entails, and much more. Mark is all about helping people find their purpose in life -- and then setting in motion a plan to finance their ideal life. His training p…
 
John Bowen of CEG Worldwide talks with Marie Swift about how advisors who have positioned themselves as a pandemic experts are getting an unfair, competitive advantage + how the opportunity to capture additional assets now has never been greater. In addition to watching this video interview, be sure to download the free resources John has offered t…
 
Marie Swift speaks with Francesca McLin of Snappy Kraken on the topic of how communications have changed for financial advisors and their clients due to the coronavirus lock-downs You can learn more about Snappy Kraken at: www.SnappyKraken.comโดย Impact Communications
 
Victor Gaxiola, co-founder of TechGirl Financial, talks with Marie Swift about how communications have changed for financial advisors and their clients due to the coronavirus lock-downs. You can learn more about TechGirl Financial at: www.TechGirlFinancial.comโดย Impact Communications
 
Joe Lukacs, Founder of Magellan Mastermind & Network, discusses client communications and marketing financial services in a digital world where so many more people are working from home, seeking good information and advice, and feeling the stress that has come with the COVID-19 lock-downs. Joe talks with Marie Swift about the best ways for advisors…
 
ACP advisors Hannah Basil Bryant, CFP®, and Chip Simon, CFP®, join Marie Swift and explain how the ACP System™ helps advisors maintain their client base (and their revenue) and why their clients feel safe and secure through market downturns, even during the current worldwide health and financial crisis. Learn more about the Alliance of Comprehensiv…
 
Kevin Lozer and Roger Pine, co-founders of Holistiplan, talk with Marie Swift about their tax planning software and how it helps holistic financial advisors uncover planning opportunities for their clients. Providing insights on tax strategies could be especially helpful for financial planners right now. You can learn more about Holistiplan at: htt…
 
Breaking up is hard to do: in this month's podcast, Ed Sautter examines a borrower's attempt to challenge a lender's rights to recover hedging break costs on early repayment. .โดย Mayer Brown
 
No penalty awarded. In this month's podcast, Ed Sautter looks at a Court of Appeal case on penalties in the aftermath of Makdessi and reflects on another rebuff for Class X noteholders.โดย Mayer Brown
 
X Ray Spex- this month Ed Sautter discusses a CMBS case which analyses the entitlement to interest of a Class X noteholder and he revisits issues of rating agency confirmation, this time in the context of swap agreements.โดย Mayer Brown
 
ISDA wording in court again; this month Ed Sautter looks at the Court of Appeal decision in Goldman Sachs v Videocon and also an interesting case concerning contractual interpretation and rectification in the ISDA context.โดย Mayer Brown
 
Goody bag: this month Ed Sautter looks at another securitisation case, notes the first EMEA ISDA External Review Panel decision, reviews some further privilege decisions in the PAG/RBS litigation and considers the implications of the first High Court approval of predictive coding in disclosure.โดย Mayer Brown
 
Please release me: This month Ed Sautter discusses how Lloyds Bank persuaded the Court of Appeal to permit it to redeem some expensive capital notes and how this case demonstrates the continued challenges of contractual interpretation.โดย Mayer Brown
 
What are you implying? This month Ed Sautter looks at the recent Supreme Court decision on implied terms and its relevance to finance documents, considers a further unsuccessful attempt to turn a mis-selling case into an advice case and analyses the requirements for bringing an action for breach of statutory duty under FSMA.…
 
Penalty shootout: in this month's podcast, Ed Sautter looks at a Supreme Court decision re-addressing the rules on penalties, notes a favourable development for banks defending negligent advice claims, and considers a judgment concerning legal privilege in the context of investigations.โดย Mayer Brown
 
Follow the money: this month Ed Sautter looks at how banks chasing mistaken payments got some further ammunition and how backward tracing was successfully invoked in order to pursue the proceeds of bribes from Brazil to the Channel Islands.โดย Mayer Brown
 
In this episode, Ed Sautter compares and contrasts the judicial approach in two recent CMBS servicer appointment disputes and also describes the forthcoming High Court Financial List initiative.โดย Mayer Brown
 
In the fourth episode in our series, Ed Sautter, a partner in the Litigation and Dispute Resolution practice in London, explores how losses are calculated under ISDA documentation.โดย Mayer Brown
 
In the third episode in our series, Ed Sautter, a partner in the Litigation and Dispute Resolution practice in London, explores advisory duties in banking relationships and comments on the challenges facing parties who seek to establish the existence and breach of duties to advise.โดย Mayer Brown
 
In the second episode in our series, Ed Sautter, a partner in the Litigation and Dispute Resolution practice in London, reviews recent cases involving the interpretation of clauses provisions in the standard ISDA documents and notes how increasingly robust attempts to avoid liability by counterparties to ISDA documented transactions has cast the sp…
 
Ed Sautter, a partner in the Mayer Brown Litigation and Dispute Resolution practice in London, reviews recent cases in which finance documents have been construed by the Courts and considers in particular the role that the commercial background has taken in their interpretation.โดย websupport@mayerbrown.com (Mayer Brown)
 
An investigation into the ways in which acting has increasingly become a luxury career, available only to those who can afford the fees of prestigious institutions. This documentary will also explore how a lack of funding for drama education in schools can inhibit the social development of young people.…
 
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