The Barron's 100 brings together the best minds in the wealth-management industry. It is designed to facilitate a free-flowing exchange of information, ideas and insights from the industry's most accomplished advisors—in the interest of raising the standards of excellence in the wealth management profession.This three-day event is designed and presented by Barrons-ranked advisors and industry leaders. It includes discussion on the challenges facing the wealth management industry, strategies for improving outcomes, and ideas on growing your business.
Attendees took part in sessions, led by industry experts as well as fellow Financial Advisors,which explored current issues from business development ideas and managing high-net-worth accounts and families to portfolio management and retirement planning.
"Proud to be included with such a select group of advisors" - John Choudhary