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.
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Bob Veres, Inside Information
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Dave Hubbard, Exemplar Financial Network
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Michael Kim, Genworth Wealth Management |
Stephanie Bogan, Quantuvis Consulting |
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Eric Cott, Options Industry Council |
Cameron Thornton, Navigator Legacy Partners |
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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 |
