Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 4:00pm - 5:00pm
FPA® Educational Breakout Sessions | Block 2b: What Does Independence Really Mean: Defining your Strategy in a Changing Market

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For more details, visit the FPA® Full Schedule.

Independence is a powerful idea, and has led to rapid growth of a powerful business model to serve clients. But, the definition of independence is changing. In this session, learn about three growing forces challenging the long range viability of the independent adviser business and the key questions needed to answer in business planning. Financial planners will leave this session with some ideas on how to prepare for a future that is unfolding in this independent space and apply these ideas to a unique strategy to call their own.


Scott Slater

Vice President, Practice Management & Consulting for Fidelity Clearing & Custody

Wednesday October 16, 2019 4:00pm - 5:00pm CDT