FPA Thought Leader Roundtable - September 2012
Following the Financial Planning Association’s (FPA) National Conference in San Antonio in September 2012, seven 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 seven video segments below along with the White Paper Transcript bring their comments to life.
Julie Littlechild, AdvisorImpact
Geoff Davey, Finametrica
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John Blamphin, Retirement Management Systems
Patrick Farrell, Investacorp
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Stephen Wershing, The Client-Driven Practice
Eric Golberg, Loring Ward
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Tom Embrogno, Docupace Technologies
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| profitable_practice_digital_world__white_paper_transcript_released_01-11-13_final.pdf |
