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Advisor Thought Leaders Share Insights at University of Chicago Gleacher Center, November 2018

Recorded live at The Advisor Thought Leader Summit that took place November 9 & 10, 2018 at the University of Chicago Gleacher Center, these videos bring to life the character and knowledge of a select group of independent investment advisors and financial planning professionals. Each video is slightly different. The "Thought Leader Talks" are a single-person presenting their insights to the group in 15 minutes or less. The "Thought Leader Spotlight" clips are a single-person sharing what sets their financial planning process and client experience apart from other financial firms. The "Thought Leader Interviews" are a true interview where a former newscast professional quizzes the advisor about his or her background, services and passions. Single-person "Faculty Clips" provide insights from the subject matter experts who contributed to the core content. If you find value in a particular video, please share it with friends, family and co-workers and/or on social media. The direct link to this Advisor Thought Leader channel is:

Thought Leader Talk: Making the Complex Simple

Matt Jones, JD, CFP, of Legacy Capital talks about "Making the Complex Simple" in this presentation to peers attending the Advisor Thought Leader Summit 2018 at the University of Chicago Gleacher Center, Downtown Chicago IL. Successful people typically end up with very complex financial realities. But as we age -- and as death and disability sometimes come into play -- having a complicated reality just makes things worse. Matt provides a real-life example of a couple that, thankfully, had the foresight to simplify their financial reality before the untimely death of a spouse. Watch to glean insights and apply them to your own life.

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14:51 minutes long

Recorded live at The Advisor Thought Leader Summit, November 9-10, 2018 and produced by Impact Communications video productions group.