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Pause, Play, or<br />
Delete? p. 6<br />
De-risking and Preparing<br />
for New Realities p. 8<br />
Redefining KYC and<br />
Defensible Advice p. 11<br />
Executive Roundtable<br />
J O U R N A L Knowledge, Data and Tools<br />
for C-Level Decision Makers<br />
Second Quarter | 2020<br />
BUSINESS<br />
Decisions and<br />
Leadership Skills<br />
SPECIAL THANKS<br />
to all the companies who have contributed content and/or subject matter<br />
experts to the Executive Roundtable Journal since its inception in 2019.<br />
Please watch your email for a special invitation to the fir<a title="Executive Roundtable Journal - Second Quarter 2020 page 1" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=1"> Executive Roundtable J O U R N A L Knowledge, Dat</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 2" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=2"> Pause, Play, or Delete? p. 6 De-risking and Prep</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 3" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=3"> SPECIAL THANKS to all the companies who have cont</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 4" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=4"> FIRST LOOK Unprecedented Circumstances Accele</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 5" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=5"> FIRST LOOK In addi</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 6" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=6"> ťɗɕɗɕ0RUQLQJVWDU,QF$OOULJKWVUHVHUYHG7KH0RUQLQJVWD</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 7" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=7"> Contents 1 FIRST LOOK Making Good Decisions in T</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 8" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=8"> Executive Roundtable J O U R N A L Knowledge, Dat</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 9" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=9"> EXECUTIVE STRATEGY Pause, Play, </a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 10" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=10"> project plan was first approved. Two primary</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 11" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=11"> SPECIAL FEATURE Financial Adv</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 12" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=12"> The average person with a TV remote in their hand</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 13" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=13"> SPECIAL FEATURE </a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 14" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=14"> EXPERT OPINION Empowering Investor Su</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 15" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=15"> Know Your Client Know Y</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 16" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=16"> Know Your Client (KYC) Goal Bridge ProPlanner Ad</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 17" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=17"> EXECUTIVE ROUNDTABLE Busine</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 18" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=18"> For more information on The 3 C-Drivers, Matt Lyn</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 19" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=19"> EXECUTIVE ROUNDTABLE PANELIST BIOS SHAWN BRAY</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 20" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=20"> I“think one of the important roles that advisors </a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 21" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=21"> EXECUTIVE ROUNDTABLE their advisor relationshi</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 22" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=22"> I“f you don't know how to homeschool your child </a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 23" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=23"> EXECUTIVE ROUNDTABLE </a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 24" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=24"> T“he words authenticity and community are also pr</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 25" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=25"> EXECUTIVE ROUNDTABLE And we're seeing that</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 26" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=26"> A“video chat does lead to some sense that you kno</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 27" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=27"> EXECUTIVE ROUNDTABLE learned about it and how </a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 28" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=28"> A“dvisors are struggling and it's a real opportun</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 29" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=29"> EXECUTIVE ROUNDTABLE </a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 30" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=30"> W“e are all called into greater action right now.</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 31" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=31"> ADVISOR INSIGHTS Upside Potential By Marty </a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 32" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=32"> Transforming useful lessons and discoveries from </a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 33" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=33"> ADVISOR INSIGHTS Business just got</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 34" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=34"> I“see this change as all positive. There is nothi</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 35" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=35"> ADVISOR INSIGHTS Hurricane Harvey forced this t</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 36" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=36"> “The devastation of Hurricane Harvey in Houston </a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 37" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=37"> ADVISOR INSIGHTS The pandemic acce</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 38" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=38"> “ “What the COVID-19 experience is doing for RXU²</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 39" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=39"> LAST WORD So Far, So Good 7KHEHQH²WVERWKWRFOL</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 40" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=40"> Second Quarter 2020 | 37</a>
<a title="Executive Roundtable Journal - Second Quarter 2020 page 41" href="https://secure.viewer.zmags.com/publication/f01ea2b8?page=41"> Live, interactive events paneled by executives at</a>