Industry Insightfuls Share Solutions to the Greatest Challenges Facing Financial Advisors Today

On September 16, 2011 in San Diego, California, several leading advisors and industry thought leaders took the mic at this year's FPA Twitter Live session. This year, the focus was the biggest challenge facing advisors as we round the corner and head into 2012 and, more importantly, how to overcome it -- according to these insightful contributors.

This is the third year FPA has asked me to organize and record Twitter Live. You can see the video clips from the 2011 conference as well as 2010 and 2009, below. 

 
I hope you'll watch each of the 2 minute videos. Do post your comments on this blog if you'd like to add to the conversation!

Marie Swift

 

More Video Clips on the Way!

Here are the first few video clips from FPA Twitter Live in San Diego (September 16, 2011).

I'll be posting the rest of the video clips, one per day, over the coming week.

To get automatic notices of new postings:

1.  Follow me on http://www.Twitter.com/MarieSwift
2.  Connect on LinkedIn or FaceBook
3.  Follow this blog (see right hand widget area and it should be obvious how to do that)

Coming soon - insights from:

- Bob Veres, Inside Information

Posted below, are insights from:

- Sheryl Garrett - Garrett Planning Network
- Ron Lieber - The New York Times
- John Brackett - BAR Financial
- Deborah Fox - Fox Financial Planning Network
- Kevin Condon - MyFinancialAdvice.com
- Dave Hubbard - Exemplar Financial Network
- Geoff Davey - FinaMetrica
- Cameron Thornton - The Heritage Institute
- Ed Jacboson - Appreciative Inquiry / Ed Jacobson & Associates
- Darryl Celkupa - Tamarac, Inc.
- Michael Kay - Financial Focus / Money Quotient

Sheryl Garrett Says Planners Wise to Offer Real Time Planning, Debt & Credit Counseling

Sheryl Garrett, CFP, AIF, founder of Garrett Planning Network, addressed the audience while at the FPA National Conference in San Diego, on September 16, 2011. One of the things that Garrett espouses is real time planning -- it's a way for planners to deliver information and advice that provides immediate gratification and helps many clients get what they need, right now. Garrett offers a couple other gems in her 2.5 minute video spotlight.

Watch this 2.5 minute video clip now.

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.

Stephanie Bogan Talks About Building Value in Your Financial Advisory Business

Stephanie Bogan, CEO of Quantuvis Consulting, Inc., a national consulting firm that specializes in business consulting to financial advisors and institutions, talked about maximizing profitability and building enterprise value  while at the FPA National Conference in San Diego, on September 16, 2011.

See what she has to say in this 2 minute video clip.

Select Advisors and Industry Thought Leaders Provide Advice on Articulating Your Value at FPA Denver 2010

On October 11, 2010 in Denver, Colorado, several leading advisors and industry thought leaders took the mic at this year's FPA Twitter Live session. This year, the focus was on how advisors can best articulate their value and position themselves with current and prospective clients.

I was pleased to serve as moderator in both 2009 and 2010.  We recorded their comments and you can view the videos below.

I'm sure you'll learn something new and/or become inspired by what you hear - I know I was!

Marie Swift