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Advisors talk over the future of financial planning at FPA Experience 2011

Outgoing robo-calls, 1-900 advice shouldn't be dismissed as tools

Author Marie Swift, John Brackett, David Hubbard September 21, 2011 at 12:00 AM
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Marie Swift led a roundtable discussion that yielded some novel thoughts



Women of Wealth Management

Loic Jeanjean

Loic Jeanjean

September 21, 2011 — 10:32 PM

Glad to see that 2 firms mentioned in your article are using AdvisorWebsites.com to host their website and/or blog!

Related Moves

August 2, 2019 at 12:48 AM

Mentioned in this article:

Financial Planning Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO

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