Impact Communications named a finalist in the 2022 Wealth Management Industry Awards for Digital Campaign of the Year | Panda Anku

NAPFAs Playbook Masterclass Series and Alliance’s The project “Conversations That Matter”, both produced by Impact Communications, is praised by the “Wealthies” judges

KANSAS CITY, MON, September 1, 2022 /PRNewswire/ — Impact Communications, Inc., a full-service marketing and public relations firm that works exclusively with independent financial advisors and associated institutions such as custodian banks, independent broker/dealers, consulting firms and fintech firms, was named a finalist Digital Campaign of the Year in the Marketing/PR Firm category of the Industry Awards for her work on the NAPFA Playbook: Masterclass Series, created in partnership with the National Association of Personal Financial Planners (NAPFA). The Masterclass Series offers NAPFA members and other interested financial advisors a series of marketing presentations and discussion panels designed to help advisors build their marketing acumen and put theory into practice. The Masterclass Series provides hands-on learning and real-world examples to help consultants grow their email list, build drip marketing and lead nurturing sequences, increase online visibility and authority, and social Drive media and other digital campaigns.



The awards are judged by a panel of independent judges composed of the top names in the industry and overseen by the Editor-in-Chief of David Armstrong. Honoring the individuals, organizations and companies that help financial advisors build better businesses and achieve better outcomes for their clients, the event’s 8th edition received a record-breaking number of nominations; almost 1,000 entries were received from 350 companies.

Impact Communications was selected as a finalist in the category, which recognizes the industry’s most creative digital marketing campaigns and the imaginative contributions of marketing and PR firms that support organizations in the financial services space. The winners in each category will be announced on September 8, 2022at the big gala and award ceremony in the Ziegfeld Ballroom in NYC.

Marie SchnellPresident and CEO of Impact Communications, and Johnny Swift, Vice President of Impact Communications, co-manager and co-moderator of the ongoing NAPFA Playbook project. You will work with a range of experts to create focused sessions that provide practitioners with hands-on learning and hands-on experiences. Sessions are organized around a series of three focus areas, where experts explain the “what” and “why” of a particular marketing strategy, then address the “how” to implement some or all of the tactics outlined as good tactics, and then In the final session of this masterclass, the consultants conduct an exercise to put theory into practice – culminating in an interactive review of participants’ implementation with real-time feedback. Sessions remain on the NAPFA website for consultants to watch and learn from as needed.

Swift and Swift also host and produce NAPFA’s Mindset Mastery podcast, which interviews thought leaders in the financial services industry, wellbeing and mental health professionals, and other subject matter experts on how listeners can master their own mindsets to best serve in business environments their clients and thrive in life overall.


Impact Communications is also proud to work with Allianz Life Insurance Company’s Consulting Services division North America. This work is presented in the Wealthie’s Service category for insurance companies and is a tribute to the Conversations That Matter project (work started in March 2020 and continues to this day). Allianz won a Wealthie last year for initial work on The Conversations That Matter project. This year, the Wealthies jury nodded as a finalist for the 2021 expansion of the Conversations That Matter project, which depends on a new special report titled Mastering The Conversation: A Guide to Excellent Communication. The guide features insight and advice from fourteen experts in the financial planning industry. A free, unencrypted download is available here:

Additionally, several other Impact Communications clients have advanced from nominee to finalist at this year’s 2022 Wealth Management Industry Awards. their Quantum® Rebalancer in the Rebalancing category; and platform improvements for the Unified (All-in-One) category. Finance of America Reverse LLC advanced to the finals in the Disruptors category for its CE and Financial Advisor Education components. HCR Wealth Advisors is a finalist for RIA Chief Technology Officer of the Year with its CTO Alyssa Phillips in the limelight and for the climber of the year with their managing director Michelle cats. The National Association of Personal Financial Advisors (NAPFA) made progress for its DEI training and certification program in the industry association category.


Founded in 1993 by Marie Schnell, who prior to Impact Communications was Director of Corporate Communications for a nationally known asset management firm and regional office for one of the largest independent broker/dealers in the country, Impact Communications works with a select group of fintech companies, financial institutions such as custodian banks and independent broker/dealers, RIA networks and affiliates, OSJs, affiliated consultancies, wealth management firms and independent advisors. Private coaching, on-camera training, branding and customized websites, content creation and personalized media strategies enable Impact clients to achieve their overarching goals. For more information on Impact Communications, visit

Media contact:

Dory Thomas
Impact Communications, Inc.
[email protected]

SOURCE Impact Communication


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