Independent Summit
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Barron’s 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.
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March 29-31, 2022
Virtual |
Health and Safety Notice
The Barron’s Advisor team considers the health and safety of all those onsite at the Omni Louisville Hotel 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. All individuals at the event are required to be fully-vaccinated and provide proof of a negative Covid-19 test result, taken within the last 48 hours to first arriving on-site. Proof of vaccination and a negative Covid-19 test result will be required upon arrival before admission is granted into the event space. For more information, please review our Health & Safety Plan. 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.
The Barron’s Advisor team considers the health and safety of all those onsite at the Omni Louisville Hotel 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. All individuals at the event are required to be fully-vaccinated and provide proof of a negative Covid-19 test result, taken within the last 48 hours to first arriving on-site. Proof of vaccination and a negative Covid-19 test result will be required upon arrival before admission is granted into the event space. For more information, please review our Health & Safety Plan. 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.
Reasons to attend
Barron’s Independent Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.
Barron’s 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. |
2022 Agenda
MONDAY, MARCH 21
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1:00 PM - 7:30 PM
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Registration
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2:00 PM - 4:00 PM
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Pre-Conference Session: Cryptocurrency
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5:30 PM - 6:30 PM
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Cocktail Reception
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6:30 PM - 8:30 PM
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Welcome Dinner & Speaker
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8:30 PM - 10:00 PM
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Top 100 Cocktail Reception
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TUESDAY, MARCH 22
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8:00 AM - 6:00 PM
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Registration
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8:00 AM - 9:00 AM
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Breakfast
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9:00 AM - 9:50 AM
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General Session
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9:50 AM - 10:00 AM
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Refreshment Break
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10:00 AM - 10:50 AM
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Breakouts
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10:50 AM - 11:00 AM
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Refreshment Break
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11:00 AM - 11:50 AM
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Breakouts
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11:50 AM - 12:00 PM
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Refreshment Break
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12:00 PM - 1:00 PM
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Lunch
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1:00 PM - 1:50 PM
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General Session
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1:50 PM - 2:00 PM
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Refreshment Break
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2:00 PM - 2:50 PM
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Breakouts
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2:50 PM - 3:00 PM
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Refreshment Break
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3:00 PM - 3:50 PM
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Breakouts
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3:50 PM - 4:00 PM
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Refreshment Break
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4:00 PM - 4:50 PM
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General Session
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5:00 PM - 6:00 PM
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Cocktail Reception
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WEDNESDAY, MARCH 23
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8:00 AM - 11:30 AM
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Registration
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8:00 AM - 9:00 AM
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Breakfast
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9:00 AM - 9:50 AM
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General Session
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9:50 AM - 10:40 AM
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General Session
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10:40 AM - 10:55 AM
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Refreshment Break
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10:55 AM - 11:45 AM
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General Session
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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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