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.

Live Poll Results - November 12, 2020 Webinar

You  can download the Special Report, below. This survey and corresponding paper explores how financial advisors have responded to the Covid Crisis and Coronavirus Crash. It contains great insights from Dr. Meir Statman, Dr. Sonya Lutter, Carl Richards, Bob Veres, Joel  Bruckenstein, John Enright, Heather Kelly, and dozens of independent financial advisors (there’s an index in the back so you can  quickly  skim and see if you  are quoted in the 44 page report). I so appreciate all of you who took the time to respond and participate!

The survey was an opportunity for independent financial advisors to weigh in on 2020's pandemic realities and share their stories on how they adjusted when the COVID-19 lockdowns, market turbulence and business realities became apparent.

The Webinar Replay is available via RIA Channel:
https://www.riachannel.com/conversations-that-matter-addressing-client-concerns-hopes-and-dreams-during-uncertain-times-allianz-life-11-20-20/

Watch for new tools and resources on "Mastering the Conversation" to be announced in 2021.  I am really  excited about an upcoming Swift Chat video interview with Dr. Daniel Crosby where we will drill deeper into this important subject. Dr. Crosby is one of the preeminent behavioral psychologists in investing today.

Click Below to View and/or Download

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