In this Swift Chat conversation, Marie Swift speaks with Michael Rose, CFP®, MST, Director, Wealth Management at Cerulli Associates, a leading global research, consulting, and analytics firm specializing in asset management, wealth management, and financial services, to discuss Cerulli’s 117-page 2025 study on U.S. wealth management technology, zeroing in on how digital tools are transforming the independent advisory space and service delivery for both clients and advisors.

Rose dives deep into the evolving landscape of wealth management technology and its impact on financial advisors and shares insights from Cerulli’s extensive research, discussing how the rise of independent advisory channels is reshaping advisor technology needs. He explains the increasing responsibility advisors have in building and managing their own tech stacks outside of traditional broker-dealer infrastructures, while also dealing with the growing expectations investors have for personalized and comprehensive financial planning, which pressure advisors to do more with stable fees, making technology and productivity critical themes.

Rose emphasizes practical solutions, such as all-in-one technology platforms, and the pivotal role of educational conferences, like the T3 Technology Conference, in helping advisors keep pace and build competitive tech stacks. The conversation strikes a balance between excitement about AI-driven innovation and recognition of the ongoing challenges advisors face in maximizing technology’s benefits to deliver better client outcomes, providing a nuanced perspective on the opportunities and hurdles in technology adoption within the wealth management industry today.

Learn more about Michael Rose, CFP®, MST, and Cerulli Associates at www.Cerulli.com

In this Swift Chat conversation, Marie Swift speaks with Matt Morris, CEO and co-founder of EncorEstate Plans, a comprehensive, customizable estate planning and trust funding platform that empowers financial advisors to efficiently create, update, and fund estate plans for their clients, all backed by expert legal review and support—without requiring a subscription or direct-to-consumer access, for an in-depth conversation on how financial advisors can fundamentally elevate their client relationships through proactive, advisor-led estate planning.

Drawing from personal experience, Morris shares how the lack of an estate plan caused turmoil for his own family, which inspired the creation of Encore's streamlined platform. He explains how Encore allows advisors to easily review, update, and fund estate plans – without crossing into legal practice – supported by attorney and paralegal review for every document. The conversation also explores how estate planning becomes a true differentiator for advisory firms, sparks referrals, and leads to more meaningful client discussions about legacy, family, and values.

Morris shares insights on how Encore’s pay-as-you-go model lowers barriers for advisors and why this approach is quickly becoming an essential offering for growth-minded firms looking for ways to become the “trusted primary advisor” by solving a real pain point for today’s clients.

Learn more about EncorEstate Plans at www.EncorEstatePlans.com

In this Swift Chat conversation, Marie Swift speaks with Claire Alexander, founder of The Arch’s Anvil, an operations and growth platform designed to help service-based businesses, particularly financial advisors, transform big visions into high-functioning businesses. Claire shares her journey from working in administrative roles to building and leading complex wealth management firms, culminating in the creation of her 10-week operational transformation program.

Designed to help professionals, such as financial advisors, CPAs, attorneys, real estate agents, insurance professionals, and trusted consultants, The Arch’s Anvil offers a structured dashboard with video modules, templates, and weekly strategy sessions directly with Alexander. She emphasizes practical tools, accountability, and customization to help entrepreneurs gain time, reduce stress, and achieve clarity in their vision. Alexander’s approach is rooted in hands-on experience across financial services, insurance, real estate, and project management.

The conversation highlights Alexander’s no-nonsense, high-impact style and her passion for helping others architect a better version of their business and life. Whether you're an independent advisor or a small professional team seeking operational excellence, this episode is packed with insights and inspiration.

Learn more about Claire Alexander and The Arch’s Anvil at www.TheArchsAnvil.com

In this Swift Chats episode, Marie Swift speaks with Any Wang, Managing Partner at Runnymede Capital Management, host of the Inspired Money podcast, and a LinkedIn Top Voice, to explore how he has strategically leveraged LinkedIn to grow his following, build authentic connections, and generate business opportunities, all while staying grounded in his mission of helping others.

Wang shares the evolution of his LinkedIn presence, from posting blog links in 2016 to becoming an early participant in LinkedIn's Creator Program and Accelerator. With over 18,000 followers and millions of video views, he explains how short-form, vertical video has become his secret weapon for visibility and engagement. While Wang utilizes AI tools to aid in brainstorming and structuring posts, he cautions against relying too heavily on them, emphasizing the need to infuse personal voice and storytelling to avoid generic content. He emphasizes the importance of consistency, storytelling, and humanizing content, often filming candid 60-second tips in real-life settings, such as track meets or beach vacations.

Throughout the conversation, Wang underscores the opportunity LinkedIn presents for advisors: fewer than 1% of users post weekly, creating a powerful opening for those who do. His advice to peers is clear: be yourself, show up consistently, and let your content do the connecting.

Learn more about Andy Wang and Runnymede Capital Management at Runnymede.com

If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening podcast series, recorded live at the bustling T3 Podcast Station.

In this special three-part podcast, hosted by Derrick Kinney of Success for Advisors and guest host Jonny Swift of Impact Communications, listeners are treated to front-row access to the conversations that matter most in wealthtech today.

From major fintech rollouts to forward-thinking advisor strategies, the series showcases interviews with some of the #T32025 attendees, including:

[0:58 – 7:24] Kartik Srinivasan of Advyzon
[7:25 – 13:24] Danielle White of Myriad Advisor Solutions
[13:25 – 20:59] John O’Connell of The Oasis Group
[ 21:00 – 28:22] Jeff Coyle of Libretto
[ 28:23 – 35:52] Sharon Rodriguez of High Peak AI
[ 35:53 – 41:25] Henry Zelikovsky of Softlab360
[41:26 – 47:54] Christophe Gauthron of Kwanti
[47:55 – 53:46] Christopher Hensley of Houston First Financial Group

If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening podcast series, recorded live at the bustling T3 Podcast Station.

In this special three-part podcast, hosted by Derrick Kinney of Success for Advisors and guest host Jonny Swift of Impact Communications, listeners are treated to front-row access to the conversations that matter most in wealthtech today. From major fintech rollouts to forward-thinking advisor strategies, the series showcases interviews with some of the #T32025 attendees, including:

[0:58 – 12:02] Bob Veres of Inside Information
[12:03 – 21:32] Ned Dane of AdvisorEngine
[12:33 – 29:40] Kevin Knull of TaxStatus
[29:41 – 36:46] Dave Goes of Advyzon Enterprise
[36:47 – 45:09] Peter Stanton of GetWyz
[45:10 – 51:19] Craig Cintron of Goldman Sachs
[51:20 – 59:26] Laura Jordan (Barger) of BetaNXT
[59:27 – 1:06:12] Rob Bandy of FINIAT
[1:06:13 – 1:13:44] Bridget Grimes of Equita Financial Network

In this Swift Chat episode, Marie Swift speaks with Jeff Coyle, Founder and CEO of Libretto, about how his wealthtech platform is transforming the financial planning landscape by utilizing a 'total wealth' approach to lifecycle planning and investing. Coyle explains how Libretto enables advisors to move beyond traditional tools like risk questionnaires and Monte Carlo simulations by offering a unified, holistic approach to wealth management.

The conversation explores Libretto’s origins in serving ultra-affluent families and its mission to democratize advanced planning techniques for clients at all wealth levels. Coyle details how the platform integrates all aspects of a client’s financial life—including human capital, social security, real estate, and business interests—into a comprehensive strategy, using institutional-grade, liability-driven methodologies.

The discussion also highlights Libretto’s scalability, its potential to drive organic growth for advisory firms, and the competitive advantages of delivering more robust, personalized client experiences in today’s market.

Libretto is an internet investment advisor registered with the Securities and Exchange Commission. Libretto works with registered investment advisors and other professional advisors and does not advise individual clients. Libretto has engaged Impact Communications, a third-party marketing service provider, to assist with certain marketing and public relations activities. Please visit https://www.libretto.io/disclosure for important disclosures about Libretto’s business and its relationship with Impact Communications.

In this Swift Chat conversation, Marie Swift welcomes Leigh White, CEPA® Founder and CTO of Myriad Advisor Solutions, which provides comprehensive business consulting and operational support services to financial advisors and entrepreneurs, for a candid conversation about the realities of succession planning for business owners and financial advisors. ​

White shares her personal journey, marked by profound loss, health challenges, and a cancer diagnosis, all of which accelerated her own succession process and tested her business’s resilience. She describes the emotional and practical steps she took to transition leadership to her daughter, Danielle, and how this process enabled her to focus on her passions while ensuring the business could thrive in her absence.

The conversation highlights the importance of preparing your business before a crisis strikes, emphasizing that succession planning is more than just legal documents—it’s about building value, documenting processes, and preparing both your team and yourself for a smooth transition. White discusses the importance of business owners planning for their own lives after stepping back, the value of having a baseline business valuation, and the challenges of relinquishing control.

Learn more about Leigh White and Myriad Advisor Solutions at https://MyriadAS.com