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Advisor Thought Leaders Share Insights at Rockhurst University in Kansas City, August 2019

Recorded live at The Advisor Thought Leader Summit that took place August 12 & 13, 2019 at Rockhurst University in Kansas City, 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 professional journalist, Pam Krueger who has for over twenty years produced PBS specials that center on personal financial planning matters, 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/atls2019.

Sandra Nesbit Speaks with Pam Krueger at the Advisor Thought Leader Summit

Succession and transition will be one of the most important decisions an advisor will make in their lifetime. Unfortunately, there may only be opportunity to get it right. In this thought leader interview with Pam Krueger, who for over 20 years produced the MoneyTrack show for PBS, Sandra tells us why she established Mainsail Capital Group after transitioning from her own successful financial advisory firm and how she now brings her personal insights to other financial advisors as a consultant.

Learn more about Sandra Nesbit, CDFA, CES, and Mainsail Capital Group at mainsailcapitalgroup.com

Recorded live at the Advisor Thought Leader Summit held August 12 & 13, 2019 at Rockhurst University in Kansas City.
Video: 7:12 minutes