Impact Communications, Inc. - Marketing & PR

Bogart Wealth founder and CEO James Bogart, CFP®, ChFC was profiled in Barron's Advisor, sharing valuable insights on why resetting investor expectations for 2025 is crucial and detailing the unexpected ways that COVID set Bogart Wealth up for success. In a candid conversation with Steve Garmhausen, James delves into the challenges of developing leadership skills on the go and reflects on a personal health scare that prompted him to rethink his priorities. “The industry has changed dramatically over the past 17 years. When I started, we gave away financial planning to get the investments. The industry is now giving away investments in order to get planning.” Don’t miss the full interview in Barron's here: https://lnkd.in/gUUMZvCW An ungated version of the article is available on MarketWatch: https://lnkd.in/gXtiX6B9

ICYMI: This Fiduciary Voices #FinLit Series episode features Jared Keller, CFP® President, and Financial Planner at Financial Independence Planning, LLC. Keller and host Marie Swift discuss the benefits and process of having a #financialplan, advice for getting involved with a trusted #fiduciaryadvisor, and more. Watch here:

A strong brand is crucial for independent financial advisors and allied institutions. With the rise of robo-advisors, artificial intelligence, social media influencers, and intense competition, standing out is more difficult and important than ever. This is where the art and science of a brand refresh can create a compelling brand identity and pave the way for future success. Here are the Essential Considerations for a Brand Refresh: Strategies to Enhance Your Firm's Identity according to Impact Communications:

This month’s edition of the NAPFA - National Association of Personal Financial Advisors Nation podcast features Bob Veres, Publisher of Inside Information and co-producer of Bob Veres' Insider's Forum. Veres and host Marie Swift discuss the latest trends for fiduciary advisors and their clients, AI use cases for financial professionals, client services, and more. Listen here:

Fiduciary Voices is a platform for fiduciary advisors and allied others to express their opinions and share educational content with the general public and fellow advisors. The videos, articles, and more provide insights into the benefits of working with an independent #FinancialAdvisor who adheres to the #FiduciaryStandard and other essential subjects. Check out the #FinLit series, which features a variety of fiduciary advisors who discuss monthly hot topics such as retirement planning, small businesses, and financial literacy: New videos every Friday. Learn more and explore the many resources available at:

The 2025 T3 Technology Tools for Today / Inside Information Software survey is still accepting responses, and if you haven’t yet, please share what you think of your #TechStack.  Those who attend the T3 Advisor Conference in Dallas, TX, March 3-6, 2025, will be the first to see the survey results, which will be made available for free to all respondents and the community at large. #FinTech Take the survey here:

In this episode of the Fiduciary Voices #FinLit series, guest host Bob Veres speaks with Gary Pia, CFP®, Senior Wealth Advisor at Mission Street Wealth Planning, about #RetirementPlanning for an abundant life, wisdom for younger advisors, and common risks clients face in retirement. Watch here:

Impact’s Marie Swift will speak with Advyzon CMO Samantha Schwimmer on the marketing panel about branding, PR, and marketing growth strategies on Thursday, February 13, at The Advyzon Conference. Join them and other expert speakers at The Advyzon Conference in Tampa on February 12-14, 2025. #marketingforadvisors #AdvyzonConference Register here: https://lnkd.in/g-pgCf-v

Welcome to the new year. Our tech survey is only halfway to our hoped-for participation rate.  Please review your tech stack and give us some data that we can provide to the profession.  Bob Veres and Joel Bruckenstein are counting on you! #T32025 #WealthTech Here’s the link:

Did you miss Marie Swift's workshop at the NAPFA - National Association of Personal Financial Advisors fall conference on how to create compelling content using technology and GenAI? You're in luck! Here's a link to the integrated slides and video of the live presentation. Check it out! #GenAI #ContentMarketing