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Executive Roundtable - October 2015

Following the FPA Major Firms Symposium in Boston, eight tenured consultants in the financial services industry gathered to discuss trends,  opportunities and challenges facing financial advisors and the larger firms that support them. The white paper transcript and video clips below capture their conversation. An excerpt of the conversation will be published by Investment Advisor Magazine (cover story November issue 2015).
Picture

Matt Lynch, Managing Partner, Strategy & Resources

Marie Swift, President & CEO, Impact Communications

Julie Littlechild, Founder, If Not Now Research

Bob Cogan, Principal, StrategyB4Tactics

Mitch Vigeveno, President & CEO, Turning Point

Marion Asnes, President, Idea Refinery

Marty Miller, Founder, Clear Path Consulting

Scott Taylor, Founder, Innesskirk Global

The corresponding White Paper Transcript with photos will give the reader a feeling of being in the room with the roundtable participants.

executive_roundtable_white_paper_transcript_10-31-15_final.pdf
File Size: 2069 kb
File Type: pdf
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