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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

Steve Wershing, The Client-Driven Practice

Justin Reckers, Pacific Divorce

John Daley, Copytalk

Joel Friedman, Docupace Technologies
Geoff Davey, FinaMetrica
Kile Lewis, oXYGen Financial
thought-leader-roundtable_white-paper-transcript_fpa-orlando-2013_12-30-13_ms.pdf
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