No results.

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: vimeopro.com/impactproductionsgroup/advisor-thought-leader-channel

Thought Leader Talk: Making Smart Retirement Decisions

Dennis Stearns, CFP, and Haleh Moddasser, CPA, tell us how to avoid problems in retirement -- something they call "Fourth Quarter Fumbles" -- in this informative Thought Leader Talk captured live at the Advisor Thought Leader Summit held Nov 9 & 10, 2018 at the University of Chicago Gleacher Center. Share this 18-minute video with someone you love. Maybe it will help them avoid the difficulties that can come with aging and retirement!

Visit FourthQuarterFumbles.com to buy the Fourth Quarter Fumbles book and take a FREE Fumbleocity Quiz.

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

×

Contact