Stopping to celebrate.

Last year, in March, the SWAY Collective was launched. It sprung from a tiny idea and a big dream: to create a space and a community for financial geeks to cultivate an intentional and impactful personal brand, powered by thought-leadership.

Frankly speaking, when I sent out the first email invitation, I didn’t think we’d have more than 25 people in the initial crew. To my surprise, we now have nearly 70 change agents, risk-takers, and dent makers as part of SWAY.

So today, I’m taking a moment to celebrate.

Happy Birthday to the SWAY!

It fills me with so much joy to see what everyone is up to, from writing articles to posting blogs, creating videos, and offering webinars…and podcasts.

Wahooooooo! Straight from the SWAY Collective come two new podcasts.

In ‘Step into the Pivot,‘ hosted by Theresa Conti and Ivana Polonijo’s, the podcast transcends the usual—it’s a sanctuary for raw and intimate conversations. Each episode is a tapestry of personal stories where guests share their trials and transformations. The discussions are profound, exploring the pivots we all face, the obstacles we overcome, and the invaluable lessons we learn on our life’s journey. (And, Happy Birthday to Courageous Being, Ivana’s organization!)

In ‘Be More Than a Fiduciary,’ Eric Dyson takes us beyond the surface of fiduciary responsibility. Every week, he engages with individuals who embody the essence of stewardship and leadership, leaning into what it means to transcend the role of ERISA fiduciaries. This podcast is a masterclass in commitment to fiduciary excellence, offering insights that redefine what it means to serve in such a crucial capacity.

There are so many more celebrations to share, such as:

​Brandon Helms stepping into writing.

​Bonnie Treichel celebrating three years of Endeavor Retirement.

​Katie Boyer-Maloy speaking at NIPA, and frankly everywhere.

​Christina Tunison’s ongoing and fabulous presence on LinkedIn.

​Sean Bjorvik for his nomination as Retirement Plan Adviser of the Year Finalist.

​Rob Madore’s super cool videos on M&A activity.

​Nick Demos’ storytelling and speaking journey.

​Rosalyn Brown’s industry leadership and presidency of WIPN.org.

​Bryan Brashaw’s amazingly successful Employer Plan Summit.

​Brenda Sutton’s journey of “rewirement” and reinvention.

​Mickie Murphy, because.

And sooooo many more!

To everyone who is part of both the SWAY Collective and SWAY| LIVE Conference, here’s to you and your DENT IN THE UNIVERSE. I hope you know how much I love and cherish you and our crew.

Be unforgettable,

~ Sheri

If you’re interested in learning more about how you can be part of the crazy, happy, dedicated group of people in the SWAY Collective, hit reply. My purpose? To elevate you and 999 more voices in our industry so that we can serve a million more people. We need you!