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Pause, Play, or
Delete? p. 6
De-risking and Preparing
for New Realities p. 8
Redefining KYC and
Defensible Advice p. 11
Executive Roundtable
J O U R N A L Knowledge, Data and Tools
for C-Level Decision Makers
Second Quarter | 2020
BUSINESS
Decisions and
Leadership Skills
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experts to the Executive Roundtable Journal since its inception in 2019.
Please watch your email for a special invitation to the fir
Executive Roundtable J O U R N A L Knowledge, Dat
Pause, Play, or Delete? p. 6 De-risking and Prep
SPECIAL THANKS to all the companies who have cont
FIRST LOOK Unprecedented Circumstances Accele
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EXECUTIVE STRATEGY Pause, Play,
project plan was first approved. Two primary
SPECIAL FEATURE Financial Adv
The average person with a TV remote in their hand
SPECIAL FEATURE
EXPERT OPINION Empowering Investor Su
Know Your Client Know Y
Know Your Client (KYC) Goal Bridge ProPlanner Ad
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EXECUTIVE ROUNDTABLE PANELIST BIOS SHAWN BRAY
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EXECUTIVE ROUNDTABLE
T“he words authenticity and community are also pr
EXECUTIVE ROUNDTABLE And we're seeing that
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EXECUTIVE ROUNDTABLE learned about it and how
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EXECUTIVE ROUNDTABLE
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ADVISOR INSIGHTS Upside Potential By Marty
Transforming useful lessons and discoveries from
ADVISOR INSIGHTS Business just got
I“see this change as all positive. There is nothi
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Second Quarter 2020 | 37
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