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