FPA Thought Leader Roundtable - October 2013
Following the Financial Planning Association’s (FPA) National Conference in Orlando in October 2013, eight thought leaders in the independent financial services profession presented their views in a roundtable discussion. The 60-minute conversation was a spirited debate. A frequent contributor to Financial Planning magazine and Financial-Planning.com, Marie Swift moderated the discussion. The eight video segments below along with the White Paper Transcript bring their comments to life.
Larry Light, AdviceIQ.com
Damian Peter, Larkin Point
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Steve Wershing, The Client-Driven Practice
Justin Reckers, Pacific Divorce
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John Daley, Copytalk
Joel Friedman, Docupace Technologies
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Geoff Davey, FinaMetrica
Kile Lewis, oXYGen Financial
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| thought-leader-roundtable_white-paper-transcript_fpa-orlando-2013_12-30-13_ms.pdf |