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

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.

Dave Hubbard says independent financial advisors must band together if they are to compete effectively with the big name brokerage firms and banks over the coming years

David Hubbard, president of Exemplar Financial Network, a network of over 100 independent advisory firms, and one of the top 10 Regional Directors with Financial Network Investment Corporation, one of the nation's largest independent broker/dealers, says that bigger firms will put smaller firms out of business unless the smaller firms find a way to band together and gain scale. Hear what he had to say while at the FPA National Conference in San Diego, on September 16, 2011.

  Unite or die? Watch this 2 minute video clip now.

 

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

Tom Rabaut, TFG Advisors - On Articulating Your Value

In a nut shell:

Tom has been in the financial advisory business for over 30 years, but 5 years ago, he suddenly realized he didn't know what he wanted to be when he grew up. Thanks to his relationship with TD AMERITRADE Institutional, he had the opportunity to participate in a coaching program that changed his life. Today, Tom focuses on serving 3 niches in the Michigan area:

1. University professors
2. Automotive executives
3. Health Care executives

All of whom are going through life transitions and are between the ages of 50 and 65 years old.

He has a defined process that he and his team take them through. This differentiates his firm. And instead of focusing on the numbers, Tom and his team help their clients "maximize the return on their lives" (not simply maximizing the return on their investments).

Here Tom's observations first hand by watching the video below. Learn more about Tom and his firm on LinkedIn.