How can advisors build a profitable practice in the digital age? What are the big challenges and opportunities?
Following the Financial Planning Associationís (FPA) National Conference in San Antonio in October 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. This paper presents just a few of their important insights and observations. Download the paper now.