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Conversations That Matter: Invitation to Participate in Survey for Independent Financial Advisors

9/29/2020

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:

How did you adjust when the COVID-19 lockdowns, market turbulence, and business realities became apparent?
Where have you gone the extra mile? What have your clients valued most?
Are you getting new business? Why do you think that is (or is not)?

Don't miss this opportunity to share your opinions. The survey will close October 13, 2020 at 10:00 am CT.

Financial Advisor Mark Clure Launches True Wealth Network of Advisors, Shares Insights in New True Wealth Book - Video Chat with Marie Swift

9/22/2020

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.

Best Practices Blog

Conversations That Matter: Invitation to Participate in Survey for Independent Financial Advisors

Financial Advisor Mark Clure Launches True Wealth Network of Advisors, Shares Insights in New True Wealth Book - Video Chat with Marie Swift

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This Blog

Kudos for Swift ChatS Podcast

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Best Practices Blog

Conversations That Matter: Invitation to Participate in Survey for Independent Financial Advisors

Financial Advisor Mark Clure Launches True Wealth Network of Advisors, Shares Insights in New True Wealth Book - Video Chat with Marie Swift

AboutThis Blog

Kudos for Swift ChatS Podcast

Categories

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About
This Blog