News, Vision & Voice for the Advisory Community


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
no description available
Marie Swift led a roundtable discussion that yielded some novel thoughts

Related Moves

FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors

Charesse Hagan is the latest to join Financial Planning Association's 'Coaches Corner' which 'gives back' to the community, but coaches also can leverage volunteer work into paid gigs

August 2, 2019 at 12:48 AM

Mentioned in this article:

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

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!

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo