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FPA Thought Leader Roundtable - September 2011

Following the Financial Planning Association’s (FPA) National Conference in San Diego in September 2011, 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 nine video segments below along with the White Paper Transcript bring their comments to life.

Bob Veres, Inside Information

Dave Hubbard, Exemplar Financial Network


Michael Kim, Genworth Wealth Management


Stephanie Bogan, Quantuvis Consulting


Eric Cott, Options Industry Council


Cameron Thornton, Navigator Legacy Partners


John Brackett, BAR Financial Network


Michael Kay, Financial Focus


Marie Swift sets the stage for the Advisor of the Future video series in this brief introduction


What will the advisor of the future need to survive and thrive through the years? Nine industry thought leaders provide their insights and observations in the White Paper Transcript below. The entire Digital Suite was promoted over three weeks via SourceMedia's FP Daily e-blasts. The White Paper Transcript remains in the White Paper Library at Financial-Planning.com and the videos are archived on the AdvisorTV channel.
advisorofthefuture_whitepapertranscript_fpasandeigo_sept2011.pdf
File Size: 908 kb
File Type: pdf
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