Jun 24, 2022
In this first episode of the new Swift Chat / FAR Sight Advisor series from Finance America Reverse (FAR) and their Retirement Strategies Division: A select group of financial planning practitioners and financial services professionals participated in a live roundtable setting to talk about the most pressing challenges and concerns as well as the most important opportunities facing advisors today while they were all together at the FPA Retreat in April 2022.
As moderator of the roundtable gathering, Marie
Swift kicked off the conversation by asking the participants to
reflect back to March 2020 as the pandemic realities kicked in and,
to more importantly, fast forward to today and tell us how things
are going, what they have seen and put in place to better serve
their clients, and where they are headed as the future unfolds.
Participating at the Advisor Round Table in Austin were:
- Kellan Brown, FAR
- David Harbeitner, Pinnacle Wealth Planning
- Kyra Hollowell Morris, Morris Financial Concepts
- Jamie Hopkins, Carson Group
- Rick Kahler, Kahler Financial Group
- Craig Lemoine, University of Illinois
- Hannah Moore, Amplified Planning
- Ross Patterson, Simaris Financial
- Steve Resch, FAR
- Kacie Swartz, Stone Wealth Management
- Phil Walker, FAR
- Marie Swift, Impact Communications