Conversations That Matter Survey Reveals Stories and Insights from 342 Financial Advisors: Download Available Now
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
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
In this Swift Chat video conversation, I speak with Heather Kelly of Allianz Life Insurance Company of North America.
Impact Communications is writing a Special Report called “Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times.”
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.