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Monday February 04

Barron’s Teams Summit 2019

This invitation-only event brings together elite-tier advisory teams for two days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management. 

  • This event has passed.

Top teams.
Best practices.

Being a leading advisor and being an advisor leading a team are two distinct challenges, but they are becoming increasingly interdependent. While Barron’s celebrates the accomplishments of advisors, their success is often the by-product of excellent teams, who recognize that every role contributes to the aggregate success of the team and the firm. This is the reasoning behind the Barron’s Teams Summit — to give advisors and their teams the tools to raise the bar for service and improve client outcomes.

 

  • Event begins: February 4 @ 8:00 AM
  • Event ends: February 6 @ 5:00 PM
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