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FPA Thought Leader Roundtable - October 2014

While at the Financial Planning Association’s (FPA) National Conference in Seattle in October 2014, five thought leaders in the independent financial services profession presented their views in a roundtable discussion. The 60-minute conversation was focused on the topic of investing and what financial advisors should be thinking about in the coming years. A frequent contributor to various industry publications, Marie Swift moderated the discussion. The video segments below along with the White Paper Transcript bring their comments to life.

Eric Cott, Eric Cott - Options Industry Council

Brian Battle - Performance Trust Analytics Group

Gerard Cronin - Advisor Partners

Rich Gates - Loring Ward

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