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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

John Blamphin, Retirement Management Systems

Patrick Farrell, Investacorp

Stephen Wershing, The Client-Driven Practice

Eric Golberg, Loring Ward

Tom Embrogno, Docupace Technologies

profitable_practice_digital_world__white_paper_transcript_released_01-11-13_final.pdf
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File Type: pdf
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