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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:

Thomas Geraghty - Thought Leader Interview

Thomas Geraghty of Stonegate Wealth Management says that people need to get started thinking about retirement earlier than the traditional age 50+. As a retirement coach, Tom works with clients as young as 30 to map out a viable plan that will see them through a long and healthy life.

In this Thought Leader Interview, Tom tells us how he became a retirement coach and why financial literacy -- speaking the language of money -- is so important.

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.”

Stonegate Wealth Management is dedicated to delivering the highest quality private wealth management to clients, in a fiduciary capacity. They go the extra mile to make sure clients’ objectives are taken care of beyond their finances; they add a personal touch to every relationship the firm maintains.

Learn more about Tom and Stonegate at

3:25 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.