Christopher Swan, CFP®

Retire With Swan

Founder | Retirement CFO

Large Wealth Management Firms

Worked as a licensed financial advisor with several nationally recognized wealth management firms.

Financial Advisor

AT&T

Leadership Development Program

LeafHouse Financial

Associate

Texas A&M International University

Graduate Assistant

Killam Development

Intern

In 2010, I started my career in financial services.

Making phone calls for independent advisors in Austin, TX, I quickly found myself drawn to the work.

By 2014, I was a licensed financial advisor, learning the ropes at firms like Edward Jones, Merrill Lynch, and Charles Schwab.

Over the years, I helped people at every stage of life:

Those just starting out.
Those at the end of their journey, focused on legacy.

And everyone in between.

Through it all, I prayed.
Prayed for God to guide me toward the most purposeful work I could do.

Eventually, it became clear—
My biggest impact would be helping people prepare for, transition into, and live in retirement.

By creating secure, reliable plans, I could help people:
Feel confident.
Transition comfortably.
And focus on what matters most: faith, family, fitness, fun, and fulfillment.

That’s why I founded Retire With Swan.

We don’t just focus on numbers.
We focus on people.

To make the retirement journey easier, faster, and more transformational,
I crafted the Swan Song System and GRACE Framework.

These systems simplify the complexities of retirement planning.
They help you clarify your goals, protect your income, and build a roadmap to peace of mind.

If you’re strategically thinking about your retirement, I’d love to help.

And remember:
It’s never too late—or too early—to better plan your exit.

Founder & CEO

Christopher Swan, CFP®, MBA

Sales And Marketing Specialist

Advisor Marketing Mastery

Are you an Annuity or an Insurance Agent struggling to get some consistency ?😓

Do you keep thinking where will new qualified prospects come from?🤔

or

Do you feel over whelmed with your competitor's marketing campaign and it seems like you're doing nothing for your insurance business? 💭💭

I've spent over $1 Million in Facebook Ads just in the past 10-12 months and have generated an exceptional ROI..

This has been my bread and butter for quite some years now but what I've seen running ads with this particular industry is exceptional and doesn't even come nearer to any campaigns I ran in the past.

With our on-point marketing along with a sequenced follow up system we have been able to put together what's called the Advanced Advisor Acceleration System 🎯🎯

This System helps bring in predictability, you can now ditch $10K steak dinners, buying unqualified leads and Traditional Marketing methods and rather focus on this disruptive marketing mechanism we've been able to put together in the past 6 months which makes your insurance business run like a well oiled machine!


We specialize at:
✔ Prospect Generation
✔ Setting up Lead generation Funnels
✔ Writing Ad Copies
✔ Running Facebook/Instagram Marketing Campaigns
✔ Re-targeting Campaigns
✔ Follow up Systems to ensure you get Self Booked Appointments

If all of what you've read so far relates to your current situation, lets jump on a FREE 15 minutes Clarity call where I can probably show you the direction real quick and help you release the bottle neck: 

https://calendly.com/financialadvisormarketing/ice-breaker-session
http://go.advisormarketingmastery.com

Saria Ayub

taplio

The Battle

Christopher Swan, CFP®, MBA

Saria Ayub

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