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

Deborah Meyer - Thought Leader Interview

Deborah Meyer of WorthyNest, a fiduciary financial planning firm based in the midwest, tells us how she works with families to build wealth in a way that aligns with their values.

In this Thought Leader interview, Deb talks about how she worked previously as a CPA but ultimately evolved her career to serve clients full-time as an independent financial planner and investment manager who specializes in working with parents, helping them focus on things within their control -- beginning with their mindset.

Her first book, Redefining Wealth, will be published in 2019.

The interview is conducted by Angie Larsen, a broadcast professional 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.”

Learn more about Deborah Meyer and WorthyNest(r) at WorthyNest.com.

3:22 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.

×

Contact