Blog Archives

Coach Joe Lukacs Provides Advice for Growth-Minded Financial Advisors in Swift Chat - View Video and Transcript Here

5/30/2020

In this Swift Chat video conversation, I speak with Joe Lukacs, founder of Magellan Mastermind & Network. We discuss client communications and marketing financial services in a digital world where so many more people are working from home, seeking good information and advice, and feeling the stress that has come with the COVID-19 lock-downs.

Joe and I talk about the best ways for advisors to "create their own economies" during these challenging times -- and beyond.

Virtual Press Conference: VIPs in the Financial Services Industry Reflect on the COVID-19 Crisis and Answer Journalists’ Questions, including: What Would Vanguard’s Jack Bogle Say?

5/22/2020

Professional journalists and a small group of interested others (special invitations extended by the panelists) were invited to join a group of investor advocates and fiduciary leaders for a virtual discussion on May 5, 2020 at 3:00 pm ET.

Organized by the Institute for the Fiduciary Standard and “Friends of Jack” and hosted by Impact Communications, this virtual conversation brought leading fiduciary voices and investor advocates together to discuss the legacy of John C. "Jack" Bogle.

How the ACP System™ Reduces Anxiety – for Advisors and Their Clients – During Market Downturns

5/4/2020

In this Swift Chat video conversation, I speak with financial advisors Hannah Basil Bryant, CFP®, and Chip Simon, CFP®, who explain how the ACP System™ helps advisors maintain their client base (and their revenue) and why their clients feel safe and secure through market downturns, even during the current worldwide health and financial crisis.

Best Practices Blog

Coach Joe Lukacs Provides Advice for Growth-Minded Financial Advisors in Swift Chat - View Video and Transcript Here

Virtual Press Conference: VIPs in the Financial Services Industry Reflect on the COVID-19 Crisis and Answer Journalists’ Questions, including: What Would Vanguard’s Jack Bogle Say?

How the ACP System™ Reduces Anxiety – for Advisors and Their Clients – During Market Downturns

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This Blog

Kudos for Swift ChatS Podcast

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Best Practices Blog

Coach Joe Lukacs Provides Advice for Growth-Minded Financial Advisors in Swift Chat - View Video and Transcript Here

Virtual Press Conference: VIPs in the Financial Services Industry Reflect on the COVID-19 Crisis and Answer Journalists’ Questions, including: What Would Vanguard’s Jack Bogle Say?

How the ACP System™ Reduces Anxiety – for Advisors and Their Clients – During Market Downturns

AboutThis Blog

Kudos for Swift ChatS Podcast

Categories

Archives

About
This Blog