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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 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

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.