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<br /> Executive Roundtable<br /> J O U R N A L Knowledge, Data and Tools<br /> for C-Level Decision Makers<br /> Sign up below to be considered for participation in a future executive<br /> roundtable gathering and/or to contribute content to the Executive<br /> Roundtable Journal.<br /> Building an Intentionally<br /> Decentralized Operation p. 8<br /> Fundamental Questions: What<br /> If the Pundits Are Right p. 17<br /> An Optimistic Take on<br /> Market Shocks p. 36<br /> Executive Roundtable<br /> J O U R N A L Knowledge, Data and Tools<br /> for C-Level Decision Makers<br /> Mid-Year 2022<br /> WHEN BEDROCK SHIFTS<br /> UNPREDICTABLE TIMES, UNRELIABLE DATA<br /> EXECUTIVE ROUNDTABLE<br /> Welcome to the Strategy & Resources<br /> Mid-Year 2022 Executive Roundtable Journal<br /> Video Interviews<br /> KELLAN BROWN<br /> VICE PRESIDENT,<br /> RETIREMENT STR<a title="Executive Roundtable Journal - Mid-Year 2022 page 1" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=1"> Executive Roundtable J O U R N A L Knowledge, Dat</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 2" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=2"> Building an Intentionally Decentralized Operation</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 3" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=3"> EXECUTIVE ROUNDTABLE Welcome to the Strategy & R</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 4" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=4"> MARIE SWIFT CHIEF EXECUTIVE OFFICER IMPACT COMMUN</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 5" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=5"> SPECIAL THANKS to all the companies who have cont</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 6" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=6"> FIRST LOOK Decision-making in the absence of su</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 7" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=7"> FIRST LOOK to ask good quest</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 8" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=8"> It's time to align financial spans to life spans. </a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 9" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=9"> Contents 6 EXCUTIVE STRATEGY Bridging the Tru</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 10" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=10"> Executive Roundtable J O U R N A L Knowledge, Dat</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 11" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=11"> EXECUTIVE STRATEGY Bridging the Trust Gap By Mat</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 12" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=12"> EXECUTIVE STRATEGY Our approach focuses o</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 13" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=13"> SPECIAL FEATURE Decentralized Success Work-from-</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 14" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=14"> SPECIAL FEATURE Decentralized, Work-From-Home M</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 15" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=15"> Six Steps to Transformational Success Clearly rec</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 16" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=16"> SPECIAL FEATURE STEP 3 Assess the core busines</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 17" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=17"> STEP 5 Synthesize a compelling, rewarding, and </a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 18" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=18"> SPECIAL FEATURE What Can We Learn From Telemedic</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 19" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=19"> Talent Trends in the Financial Services Industry </a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 20" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=20"> EXECUTIVE PROFILE Compassionate Change Maker: Kri</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 21" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=21"> I would be funding most of it myself, I saw the t</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 22" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=22"> EXPERT OPINION What if the Pundits Are Right? It</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 23" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=23"> EXPERT OPINION er really building a business th</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 24" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=24"> EXECUTIVE ROUNDTABLE Roundtable P</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 25" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=25"> discussion framework. Brown, Goldberg, Lynch,</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 26" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=26"> EXECUTIVE ROUNDTABLE tion was how well-connect</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 27" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=27"> group, our focus is on helping firms accelerate g</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 28" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=28"> EXECUTIVE ROUNDTABLE good CEO decision was pre</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 29" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=29"> good culture and providing employees opportunity.</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 30" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=30"> EXECUTIVE ROUNDTABLE off early. We're seeing a</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 31" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=31"> your company is trying to create products that tr</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 32" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=32"> EXECUTIVE ROUNDTABLE as possible, and the risk</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 33" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=33"> One of our primary jobs right now is to he</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 34" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=34"> EXECUTIVE ROUNDTABLE So we've been releas</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 35" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=35"> Bridging the great divide LYNCH: We've covered a</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 36" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=36"> EXECUTIVE ROUNDTABLE don't think it will come </a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 37" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=37"> EXECUTIVE ROUNDTABLE THE MOVEMENT TO DIGITIZATIO</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 38" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=38"> ADVISOR INSIGHTS Life Changer By Marty Miller A</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 39" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=39"> Once you have clarity about your own unique abili</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 40" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=40"> ADVISOR INSIGHTS family as I should have been, </a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 41" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=41"> LAST WORD Prepared for Market Shocks The market</a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 42" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=42"> </a> <a title="Executive Roundtable Journal - Mid-Year 2022 page 43" href="https://secure.viewer.zmags.com/publication/9db7ef6a?page=43"> CEO of the Year CMO of the Year CTO of the Y</a>