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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:

Mary Erl - Thought Leader Interview

Mary Earl, CFP, of Nest Builder Financial Advisors, Ltd. talks with Angie Larsen at The Advisor Thought Leader Summit.

Angie -- who is perhaps best known for the14 years she spent as news anchor for ABC 4 News in Salt Lake City and talk show host on the Emmy Award-winning Good Things Utah” -- uses her broadcast journalism experience to feather out Mary's story.

Mary tells us how she became interested in the financial planning process and why she has chosen to focus on working with business owners and other professionals.

Watch this short video to learn not only what makes Mary tick but how you might want to be thinking about the financial aspects of your life.

Learn more about Mary Earl and Nest Builder Financial Advisors, Ltd. at

2:39 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.