Tiburon Executive Roundtable - April 2013
Following the Tiburon CEO Summit XXIV in New York City in April 2013, five financial service executives presented their views in a roundtable discussion. The video interviews, white paper transcript below, as well as a three-page article, were published by Financial Advisor Magazine, June 2013.
To view the article, Forward Progress, published by Financial Advisor magazine:
http://www.fa-mag.com/news/wake-up-call-14430.html
To view the article, Forward Progress, published by Financial Advisor magazine:
http://www.fa-mag.com/news/wake-up-call-14430.html
Daniel Kern, CFA, President, Advisor Partners, LLC
John Brackett, Partner, BAR Financial, LLC
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John Blamphin, COO, Retirement Management Systems
Maree Moscati, CEO, Copytalk, LLC
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Deena Katz, CFP, Associate Professor of Financial Planning, Texas Tech University
White Paper Transcript with photos gives the reader a feeling of being in the room with the roundtable participants
| tiburon_xxiv_executive_round_table_05-24-13.pdf |