Cynthia Stephens brings to the table her company's cutting edge research and her perspective on how on-line advisors are using BOLD-ROBUST back office solutions to compete for over 7 TRILLION dollars!Click here to read full bio
Janet Stanzak understands the value of our profession and offers her insight on how ROBO-ADVISOR is a real time player and questions Is It a Friend or Foe?Click here to read full bio
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Afternoon
If people can just go on-line and get investment advice, then what is our job?
Debbie Grose and Don St. Clair take on the most challenging questions in our profession. What is your worth as a CFP�?
Could you solve a puzzle where you CANNOT change the investments, but still have to get the clients t their goals?
Join all of us in a very unique case study that truly addresses the crossroads of our industry. Don St Clair & Debbie Grose lead the discussion to discover how each of us views financial planning.
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