Category: Marie Swift

Impact Communications Clients Shine as 2025 ThinkAdvisor Luminaries Finalists

11/18/2025

Impact Communications, a leading marketing and PR firm exclusively serving the financial services industry, is proud to announce that eight of its nominated clients have been named finalists in the 2025 ThinkAdvisor Luminaries Awards. This recognition highlights the exceptional contributions by these organizations in advancing the financial advisory and wealth management profession.

Now in its fifth year, the prestigious Luminaries Awards program is presented annually by ThinkAdvisor to celebrate individuals and firms in financial services who demonstrate excellence beyond traditional metrics. Categories span firm and individual awards recognizing product or service innovation, thought leadership and education, industry disruption, and more.

Among the finalists for the 2025 ThinkAdvisor Luminaries Awards are Impact clients Advyzon, Advyzon Investment Management (AIM), Syntax Data, The Oasis Group, Libretto, Kwanti, StraightLine, and EncorEstate Plans, each recognized for their outstanding achievements in advancing the success of financial advisors.

Holistiplan Makes Waves with Industry Award Recognition for Insurance Risk Review Tool

11/11/2025

Holistiplan, known primarily for its tax planning software, has been recognized with a 2025 WealthManagement.com Industry Award (the "Wealthies") for its insurance and personal risk review capabilities. The award, announced at a gala in New York City, acknowledges the platform's role in helping financial advisors identify coverage gaps and integrate risk management into comprehensive financial planning.

The recognition comes as advisors face mounting client demand for insurance guidance. According to a 2021 Spectrum study, 72% of clients ask their advisors about insurance coverage, yet only 2% of advisors actively address property and casualty needs in their planning process.

Impact Communications Appoints Jonny Swift as New President

9/26/2025

Impact Communications, Inc. (Impact), an award-winning marketing and PR firm that has since 1993 exclusively served the financial services industry, is formally announcing that Jonny Swift has been appointed President of the firm. Swift, who has been with Impact for 15 years, previously served as Vice President and Senior Relationship Manager. The leadership team intentionally chose to make the announcement via the Future Proof Festival conference app and on social media earlier this month, signaling the firm’s commitment to community-first, digital communication.

Impact founder Marie Swift will remain in her role as CEO and chief visionary, leading strategic planning conversations for select clients, speaking, and making public appearances, while collaborating with Impact’s steering committees and client service teams. In his new role as President, Jonny Swift will lead day-to-day operations while continuing to manage key client relationships and drive innovation across Impact’s service offerings.

Impact Communications Clients Turn Heads as “Wealthies” Competition Unfolds for 2025 WealthManagement.com Industry Awards

8/19/2025

Impact Communications, a leading marketing and PR firm exclusively serving the financial services industry, is proud to announce that eight of its nominated clients have been named finalists for the 2025 WealthManagement.com Industry Awards, widely known as "The Wealthies." This recognition highlights the exceptional innovation, leadership, and dedication demonstrated by these organizations in advancing the financial advisory and wealth management profession.

Among the finalists for the 2025 WealthManagement.com Industry Awards are Advyzon, Advyzon Investment Management (AIM), The Oasis Group, EncorEstate Plans, Kwanti, Syntax Data, TaxStatus, and Bogart Wealth, each recognized for their outstanding achievements in advancing the success of financial advisors. This impressive group of finalists reflects the innovation, expertise, and leadership shaping the future of wealth management.

Marquis Who’s Who Honors C. Marie Swift for Expertise in PR, Marketing Communications and Entrepreneurship

8/30/2024

C. Marie Swift has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Ms. Swift works in PR and marketing communications, leveraging 35 years of expertise to support her role as the president and chief executive officer of Impact Communications Inc., where she has been instrumental for over three decades. Serving the financial services industry since 1993, her company delivers quality services to wealthtech companies and financial services firms – including independent advisory firms and entrepreneurial advisors, custodians, independent broker/dealers, and allied others. Managing a team of 15 professionals, Ms. Swift’s goal is to ensure the delivery of strategic execution to clients. Her leadership has driven the company’s success and fostered a culture of innovation and proactive problem-solving.

Impact Communications Clients Shine as 2025 ThinkAdvisor Luminaries Finalists

Holistiplan Makes Waves with Industry Award Recognition for Insurance Risk Review Tool

Impact Communications Appoints Jonny Swift as New President

Impact Communications Clients Turn Heads as “Wealthies” Competition Unfolds for 2025 WealthManagement.com Industry Awards

Marquis Who’s Who Honors C. Marie Swift for Expertise in PR, Marketing Communications and Entrepreneurship

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