Thought Leader Spotlight - Susan Zimmerman
Susan Zimmerman, ChFC, CLU, LMFT, CCTP, of Mindful Asset Planning takes the stage at The Advisor Thought Leader Summit to share how Mindful Asset Planning works and why their process for working with clients is so unique. Watch this short video to learn directly from Susan and consider the benefits of working with a truly holistic financial planning and asset management firm such as Mindful Asset Planning.
Learn more about Susan Zimmerman and the Mindful Asset Planning team at MindfulAssetPlanning.com
2:40 minutes long
Recorded live at the University of Chicago Gleacher Center as part of The Advisor Thought Leader Summit, November 9-10, 2018. Produced by Impact Communications video productions group.