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.