Category: Heather Kelly

Conversations That Matter Survey Reveals Stories and Insights from 342 Financial Advisors: Download Available Now

12/21/2020

Good news: The Special Report and Webinar Replay from the "Conversations That Matter" project are finally available. A PDF of the Special Report is available below. In addition to the official survey results (in the field in September/October, 2020), I added a page with the Live Poll results from the November 12, 2020 webinar that was hosted by RIA Channel, which I think is helpful in seeing how the landscape has changed for independent advisors.

Summary of "Conversations That Matter" Survey and Live Audience Poll Conducted 11/20/20 via RIA Channel Webinar

11/21/2020

Did you miss yesterday's webinar where I shared an overview of the Conversations That Matter project? The replay and paper will be available soon, but meanwhile, here is a really nice recap from Lee Barney at PLANADVISER Magazine. Thank you, Lee, for joining us and for this excellent summary.

Conversations That Matter: Heather Kelly and Marie Swift Discuss and Advisor / Client Realities During Crisis – Video Chat

11/6/2020

In this Swift Chat video conversation, I speak with Heather Kelly of Allianz Life Insurance Company of North America.

We discuss:

How advisors and their clients have adjusted to the challenges posed by 2020
Heather's role at United Capital and other financial services firms prior to joining Allianz
Ideas for bridging communication gaps with clients
Risk mitigation products and how Allianz is stepping up to help independent financial advisors with new and innovative solutions for their clients

Impact Communications is writing a Special Report called “Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times.”

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.

Best Practices Blog

Conversations That Matter Survey Reveals Stories and Insights from 342 Financial Advisors: Download Available Now

Summary of "Conversations That Matter" Survey and Live Audience Poll Conducted 11/20/20 via RIA Channel Webinar

Conversations That Matter: Heather Kelly and Marie Swift Discuss and Advisor / Client Realities During Crisis – Video Chat

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

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Kudos for Swift ChatS Podcast

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Best Practices Blog

Conversations That Matter Survey Reveals Stories and Insights from 342 Financial Advisors: Download Available Now

Summary of "Conversations That Matter" Survey and Live Audience Poll Conducted 11/20/20 via RIA Channel Webinar

Conversations That Matter: Heather Kelly and Marie Swift Discuss and Advisor / Client Realities During Crisis – Video Chat

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

AboutThis Blog

Kudos for Swift ChatS Podcast

Categories

Archives

About
This Blog