Jonny Swift
Jonny Swift specializes in social media consulting, digital media production, and online presence as Director of Social/Digital Strategy at Impact Communications. He has presented his social and digital media marketing tactics and best practices at the Barron's Top Women Advisors Summit, ACP National Conferences, Bob Veres’ Insider’s Forum, the T3 Technology Tools for Today Advisor Conference.
Charlie Lutz, partnering with Jonny Swift
Charlie Lutz is president at Intercontinental Wealth Advisors, an SEC-Registered Investment Advisor based in San Antonio. The firm just celebrated its 40th anniversary. Charlie joined Intercontinental in 2005 as Director and Chief Operating Officer. Previously, he had enjoyed a thirty-five-year banking career, with his last position being president and CEO of Bank One’s Central and South Texas Region. In July 2013, he became President of Intercontinental.
Julie Littlechild
Julie Littlechild is the Founder and CEO of Absolute Engagement, a firm that helps advisors use ongoing input from clients to evolve the experience, uncover unmet needs, increase referrals and actively engage clients. Julie has worked with and studied successful financial advisors and their clients for more than twenty years and conducts one of the largest investor research studies to examine what clients need, want and expect.
Joe Martin, teaming with Julie Littlechild
Joe Martin is Chief Client Experience Officer at Summitry, LLC, an SEC-Registered Investment Advisor based in the San Francisco Bay area. Joe ensures that all activities and teams are coordinated with the client experience in mind. In addition to providing leadership to the firm’s financial advisory team, he advises clients on a broad range of financial needs including investment planning, tax and estate planning, retirement and college planning, and insurance.
Chris Manker
Chris Manker is founder of NEXA Insights, a company that provides RIA-specific client engagement surveys and analytics for financial advisors with a fully white-gloved implementation process. Prior to starting NEXA, he was a partner and Director of Research and Development for Allbackoffice Consulting. Additionally, he served as a senior software engineer for Mariner Holdings.
Vince Crivello, partnering with Chris Manker
As Director of Client Experience, Vince Crivello leads client experience and communications strategies for St. Louis-based Buckingham Wealth Partners, the parent company of Buckingham Strategic Wealth, an SEC-Registered Investment Advisor, and Buckingham Strategic Partners, a service for advisors who want to spend more time holistically with their clients. He is responsible for defining, enhancing and measuring client experience initiatives for both B2C and B2B business units.
Marie Swift, moderator
Marie Swift is President and CEO of Impact Communications, a full-service marketing communications firm that works solely within the financial services industry. Prior to establishing Impact Communications in 1993, she served as Director of Corporate Communications for a group independent financial advisors in California. Marie is in demand as a speaker at conferences for financial services professionals and is a prolific writer.