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Swift Chats in the Financial Services Industry

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…

Podcast · By Impact Communications, Inc. · English · Official site

Indexed episodes, last 90 days
2
Latest publication
Jul 16, 2026
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Jul 6, 2026
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Latest episodes

  1. Episode · Jul 16, 2026

    Building Trust Through Education-First Financial Planning with Beth Mosshart (opens the original)

    Episode notes · Neutral tone

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    In this Swift Chat conversation, show host Marie Swift speaks with Beth Mosshart , co-founder and Chief Operating Officer at StraightLine , an award-winning Registered Investment Adviser (RIA), about how their education-first philosophy, a disciplined planning process, and research-driven investment approach help clients feel more confident about their financial futures. Mosshart explains how StraightLine's "Educate, Plan, Invest" framework shapes everything from client conversations to portfoli

  2. Episode · Jul 6, 2026

    Humanizing Financial Advice in the Age of AI with Frank Corrado (opens the original)

    Episode notes · Positive tone

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    ​In this Swift chat conversation, Marie Swift sits down with Frank Corrado , a fiduciary financial advisor whose career has spanned public accounting, two decades at JP Morgan, over 20 years running his own independent RIA, and founder of Pivot Point , which partners with financial advisors and their clients as a "Chief Behavioral Officer" to help people move from insight to action at life's pivotal decision-making moments. Corrado shares the pivot points that shaped his path, from leaving Wall

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