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.