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In this Swift Chat video conversation, Josh Cutler of Bluestem Financial Advisors, LLC tells us why he is proud to be a member of the Alliance of Comprehensive Planners (ACP) and how he and the ACP annual conference task force planned for and shifted to a virtual event once the pandemic became a reality in 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.
In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with John Bowen of CEG Worldwide. The topic: How advisors who have positioned themselves as pandemic experts are getting an unfair, competitive advantage + how the opportunity to capture additional assets now has never been greater.
In this Swift Chat video conversation, I speak with Francesca McLin of Snappy Kraken. The topic: How communications have changed for financial advisors and their clients due to the coronavirus lock-downs - with special bonus material on the new Half-Time Report that Snappy Kraken will unveil via a webinar on July 28th at 3pm ET. There are lots of golden nuggets in this 15 minute video chat with Francesca!
In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with Victor Gaxiola, co-founder of TechGirl Financial. The topic: How communications have changed for financial advisors and their clients due to the coronavirus lock-downs and why TechGirl Financial decided to double-down on their communications.
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. 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.
Reviewing Tax Returns Can Help Financial Advisors Reassure Clients and Find Planning Opportunities4/13/2020
Providing insights on tax strategies could be especially helpful for financial planners and their clients right now. No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Reviewing tax returns and providing advice on related planning opportunities can set you apart from the competition. And the good news is that you, as a professional financial advisor, don’t have to become an expert in every little bit of the new and ever-evolving tax code. Nor do you have to maintain a spreadsheet of your own. Now, with the advent of Holistiplan, you can focus more on advising your clients and reassuring them that you are watching out for them, not inputting data and crunching numbers the old fashioned way.
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