Saturday, November 19, 2011

John Brackett says advisors must work in groups, do the right thing, if they are to survive

John Brackett, partner, BAR Financial, a network of over 400 independent advisors and one of the top 3 Regional Directors with Financial Network Investment Corporation, one of the nation's largest independent broker/dealers, says that the way for advisors to battle margin compression is to work in  groups, focus on profitability and "do the right thing." Hear what he had to say while at the FPA National Conference in San Diego, on September 16, 2011.

   Watch this 2 minute video clip now.

Thursday, November 10, 2011

Michael Kay tells Financial Planners at FPA National Conference: Time to Build a Better Business, Band Together is Now!

Michael Kay, CFP, founder and president of Financial Focus, LLC, an RIA that provides  a "tuck in" opportunity for smaller and emerging independent advisors who want to gain efficiencies and scale their  practices, says financial advisors need to band together, provide more holistic services and put the clients' best interests first. The president of the Advisory Board for Money Quotient, one of the industry's leading providers of financial life planning tools and training, Kay delivered his comments while at the FPA National Conference in San Diego, on September 16, 2011.

Watch this 2 minute video clip now.