Conversations That Matter: Invitation to Participate in Survey for Independent Financial Advisors9/29/2020
Impact Communications is writing a Special Report called “Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times.” This is an opportunity for independent financial advisors to weigh in on 2020's pandemic and economic realities.
We are especially interested in hearing your stories:
Don't miss this opportunity to share your opinions. The survey will close October 13, 2020 at 10:00 am CT. 
Do you feel called to a greater purpose? Is there something you, like me, feel you were born to do, something that would make a positive impact on those around you?
So many of us wrestle with this feeling, yet we never get the clarity we need to move forward. Or we try to fill that void with financial success, only to discover that money doesn’t bring us fulfillment. Either way, we’re stuck wanting more for our lives. Mark Clure, CFP®, knows that feeling. It’s what set him on a journey that ultimately led him to create The GUIDE Process for identifying and then financing your ideal lifestyle. I asked Mark to visit with me via a video conference service and have included both the transcript and the video recording of our Swift Chat below. |
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