Following the FPA Major Firms Symposium in Boston, eight tenured consultants in the financial services industry gathered to discuss trends, opportunities and challenges facing financial advisors and the larger firms that support them. These executives included Marion Asnes, Idea Refinery; Bob Cogan, Strategy B4 Tactics; Julie Littlechild, If Not Now Research; Matt Lynch, Strategy and Resources; Marty Miller, Clear Path Consulting; Marie Swift, Impact Communications; Richard Scott Taylor, Innesskirk Global; Mitch Vigeveno, Turning Point, Inc.
A white paper transcript and a set of short video clips capture their conversation. Excerpt of the conversation were published by Investment Advisor Magazine (cover story November issue 2015). See previous post.
Download the white paper (pdf).
View the entire set of video shorts at AdvisorsThinkTank.com.