Imagine sitting in on a candid discussion with David Booth and Alex Potts as they talk about what keeps them up at night, robo-advisors, ETFs, lessons learned five years post the Great Recession trough, and more. I had the privilege of doing just that ... and I am bringing a transcript of that conversation to you via AdvisorsThinkTank.com.
Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
Showing posts with label executive roundtable. Show all posts
Showing posts with label executive roundtable. Show all posts
Thursday, September 4, 2014
A Candid Conversation with David Booth of DFA and Alex Potts of Loring Ward
Labels:
advisors think tank,
alex potts,
david booth,
dfa,
Dimensional Fund Advisors,
executive roundtable,
financial advisors,
impact communications,
investment strategies,
Loring Ward,
marie swift,
tiburon ceo summit
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