AdvisorsThinkTank.com
Business Insights for Independent Financial Advisors
  • Home
  • Executive Series
    • Executive Roundtable - October 2015
    • Tiburon Executive Insights - April 2014
    • Tiburon Executive Roundtable - October 2013
    • Tiburon Executive Roundtable - April 2013
    • Tiburon Executive Roundtable - October 2012
    • Tiburon Executive Roundtable - April 2012
    • TIburon Executive Roundtable - October 2011
  • Practitioner Series
    • TD Ameritrade Investing Roundtable – February 2015
    • FPA Thought Leader Roundtable - October 2014
    • Safe Investor Series - November 2013
    • FPA Thought Leader Roundtable - October 2013
    • FPA Thought Leader Roundtable - September 2012
    • FPA Thought Leader Roundtable - September 2011
  • Technology Series
    • Schwab Technology Roundtable - November 2014
    • T3 Video Interview Station - February 2012
    • Schwab Technology Roundtable - November 2011
  • Take 10 - Expert Series
  • Connect

Practitioner/Expert Think Tank Series

Held in Conjunction with the Annual FPA and Other Industry Conferences
Various organizations such as TD Ameritrade, Fidelity, Schwab, NAPFA and the Financial Planning Association hold large annual conferences each year. Financial planning practitioners and allied professionals attend to share best practices and insights. Impact Communications has been successful in bringing together several small, thoughtful groups who are attending to dialog about the most important issues facing financial advisors. Use the drop down menu above to view video interviews, articles and white paper transcripts from these Practitioner/Expert Roundtables.


Powered by Impact Communications, Inc.
www.ImpactCommunications.org