Independent Summit
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The Barron’s Advisor Independent Summit is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This invitation-only event offers the top independent practitioners a unique opportunity to interface and network with the peers who best understand their businesses. Offered by Barron’s Advisor since 2009, this curated experience has become the premier annual event for ranked independent advisors, with content designed to highlight the best practices and specific needs of independent advisors.
See the 2022 list of Barron's Top 100 Independent Advisors and Top 100 RIA Firms. |
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March 15-17, 2023
Omni Dallas Dallas, TX |
Health and Safety Notice
The Barron’s Advisor team considers the health and safety of all those onsite at Omni Dallas in Dallas, TX our top priority. We are committed to building this event safely during global public-health challenges. To accomplish this goal, we need all participants, including speakers, sponsors, staff and vendors, to do their part as well. These considerations, upheld by our venue partners, will continue to evolve and are subject to change in accordance with federal, State, and local sources of law and regulation. Please check back as we will keep this section updated with the latest safety requirements and protocols.
The Barron’s Advisor team considers the health and safety of all those onsite at Omni Dallas in Dallas, TX our top priority. We are committed to building this event safely during global public-health challenges. To accomplish this goal, we need all participants, including speakers, sponsors, staff and vendors, to do their part as well. These considerations, upheld by our venue partners, will continue to evolve and are subject to change in accordance with federal, State, and local sources of law and regulation. Please check back as we will keep this section updated with the latest safety requirements and protocols.
Reasons to Attend
The Barron’s Advisor Independent Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.
The Barron’s Advisor Independent Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.
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Networking
Our by-invitation-only conferences convene elite tier practitioners. |
Thought Leadership
We pride ourselves in presenting the most forward-looking content. |
Practice Management
The industry’s most successful advisors share their secrets. |
Continuing Education
Many of our sessions are eligible for CE credits. |
Agenda
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"The level of sharing is extraordinary. You will absolutely gain valuable, usable, actionable ideas that are worth more than the cost and time invested."
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