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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:

Susan & Steven Zimmerman - Thought Leader Interview

Susan and Steven Zimmerman are a power couple. They have been married -- and working together -- for over 30 years.

In this Thought Leader interview, Susan and Steven talk about how their "prosperity / clarity" process works.

Susan's latest book, Mindful Money Matters: 8 Ways to Honor Yourself and Your Financial Plan, is available on Amazon:

Mindful Asset Planning (MAP), an independent financial planning and wealth management firm based in Minnesota, works as a team to bring clients a comprehensive approach. Steve & Susan Zimmerman founded MAP in 1988 to provide compassionate financial planning that helps clients clarify and quantify their life goals and achieve them by receiving reliable, unbiased advice. The firm helps MAP a more prosperous path, integrating financial and human asset strategies for today and the future.

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 Susan and Steven Zimmerman at

4:18 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.