Impact Communications, Inc. - Marketing & PR

Teresa Law has refined her project management skills in a host of business settings for over 35 years. A skilled communicator, Teresa understands that listening intently to the client is as important as what is said back. Teresa’s strong communication skills and marketing know-how are equaled by her stellar time management and operational mindset. She is a hound dog when it comes to researching services and product options for Impact Communications’ clients, and “value” is her middle name. Project management and managing a myriad of details with style and grace is her strength. She has made a huge difference on Team Impact for the past 21 years. Thank you, Teresa!

We’re very excited to announce the launch of our new Research series called Vantage Point Peaks! Peaks provides in-depth reports and competitive analysis on a range of service providers in the #wealthmanagement industry. The reports are designed to help #financialadvisors become more informed buyers when breaking away or looking for new #wealthtech solutions.   The first study of the research series, available now, is the Vantage Point Peaks for Custodian Platforms, which focuses on the #registeredinvestmentadviser and broker-dealer custodian market and is available to RIA and BD executives, as well as family offices and private wealth firms, interested in new custodian relationships. Learn more about Vantage Point Peaks and access our research on #custodians via our news release published in Yahoo Finance:

Equita Financial Network (Equita) announced that three new member firms have joined its signature platform, bringing the number of signature firms to ten. Mountain Wealth Planning, led by Amy Hamasaki, CFP®; Equila Financial, LLC, led by Ann Shubert, CFP®, MBA; and Your Story Financial, LLC, led by Shehara Wooten, CFP®💰, have all been added to the Equita community in recent months. All three firms are full-service fiduciary financial advisory firms. Mountain Wealth Planning was established in 2020; Equila Financial launched just a few months ago, and Your Story Financial took root in 2016. All integrate financial planning, investment management, and coaching for small business owners, professional women, STEM professionals, and the LGBTQIA+ community.

The Impact team had a wonderful day at the Financial Planning Association of Greater Kansas City’s annual symposium last week! Marie Swift had great discussions with financial advisors from all over the metro area and a beautiful conversation with keynote speaker Christine Benz, which will be coming out shortly via Impact’s #SwiftChats podcast. Colin Swift chatted with other advisors about some of the great insights and takeaways they got from attending this year’s symposium on Impact’s #SwiftCam channel. Find all those conversations here: https://lnkd.in/gfJZbZt3

Last chance to make your interests known! BLX Internship Program has their survey "in the field" for another couple of days. Let them know what you think about staffing challenges in the financial services industry. It only takes 5 minutes:

In this week's Fiduciary Voices Kids and Money #FinLit series, host Colin Swift speaks with Beth Watts, AFC®, a Financial Planning Associate at Financial Avenues, LLC, about practical methods for teaching children about earning, saving, and investing. Watts highlights how to involve kids in money decisions, the significance of allowing children to make small financial mistakes, and how to introduce concepts like compound interest and Roth IRAs to older kids. Watch the full conversation here:

In this #SwiftCam, Braden Smith of Pacer ETFs speaks with Marie Swift at the 2024 Financial Planning Association of Greater Kansas City Symposium. They discuss the symposium and how Pacer ETFs is unique. Watch here:

Sam George of Medicare Done Professionally spoke with Marie Swift at the 2024 Financial Planning Association of Greater Kansas City Symposium yesterday in Olathe, KS. In this #SwiftCam, they discuss how Medicare Done Professionally helps people with their health insurance needs. Watch here:

In this Advisorpedia article, Derrick Kinney of Success For Advisors shares a powerful strategy to help financial advisors break through revenue ceilings and stand out in their market. Read Derrick’s 3-Step Formula for Owning a Problem here:

Colin Swift and Tracy L St John of Financial Avenues, LLC discuss the 2024 Financial Planning Association of Greater Kansas City Symposium live from the event in this #SwiftCam. Watch here: