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).
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Matt Lynch, Managing Partner, Strategy & Resources
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Marie Swift, President & CEO, Impact Communications |
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Julie Littlechild, Founder, If Not Now Research
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Bob Cogan, Principal, StrategyB4Tactics |
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Mitch Vigeveno, President & CEO, Turning Point
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Marion Asnes, President, Idea Refinery |
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Marty Miller, Founder, Clear Path Consulting
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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 |