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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.
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 Downturns5/4/2020
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.
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