Teams Summit
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Being a leading advisor and being an advisor leading a team are two distinct challenges, but they are becoming increasingly interdependent. While Barron’s Advisor 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 Advisor Teams Summit—to give advisors and their teams the tools to raise the bar for service and improve client outcomes.
This event is by invitation only and brings together elite-tier advisory teams for three days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management. See the 2022 list of Barron's Top 100 Private Wealth Management Teams. |
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May 3-5, 2022
Virtual |
Health and Safety Notice
The Barron’s Advisor team considers the health and safety of all those onsite at The Omni Hotel in Nashville, TN 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 guests will be required to show proof that they have received two doses of a Covid-19 vaccine* (with final dose administered at least 14 days prior to the event), with valid I.D. (driver’s license; government issued I.D. card; Passport) during check-in to the event. 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.
* Vaccines accepted: Pfizer-BioNtech; Moderna; Oxford-AstraZeneca; Johnson & Johnson/Janssen.
The Barron’s Advisor team considers the health and safety of all those onsite at The Omni Hotel in Nashville, TN 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 guests will be required to show proof that they have received two doses of a Covid-19 vaccine* (with final dose administered at least 14 days prior to the event), with valid I.D. (driver’s license; government issued I.D. card; Passport) during check-in to the event. 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.
* Vaccines accepted: Pfizer-BioNtech; Moderna; Oxford-AstraZeneca; Johnson & Johnson/Janssen.
Reasons to Attend
The Barron’s Advisor Teams Summit is a unique opportunity to make sure every role on your team is addressed. These include: Principal Advisors, Managing Partners and Directors, Wealth Managers, Financial Advisors, Analysts, Investment Associates, Financial Planners, Research Associates, Marketing Associates, Development Officers, COOs, Office and Business Managers, Group Administrators, Senior Client Service Associates, Client Service Associates, Administrative Officers
The Barron’s Advisor Teams Summit is a unique opportunity to make sure every role on your team is addressed. These include: Principal Advisors, Managing Partners and Directors, Wealth Managers, Financial Advisors, Analysts, Investment Associates, Financial Planners, Research Associates, Marketing Associates, Development Officers, COOs, Office and Business Managers, Group Administrators, Senior Client Service Associates, Client Service Associates, Administrative Officers
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Financial Planning
Sessions on investment performance, portfolio construction, asset allocation, global markets, performance reporting, foreign currencies |
Relationship Management
Sessions on service models, managing difficult clients, NextGen clients, social media |
Business Development
Sessions on attracting new business, marketing. referral building, organic growth |
Team Management
Sessions on team leadership, strategy, team structure, compensation, mentorship, succession planning, hiring talent |
2022 Agenda
Wealth Management Partners
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Sponsor Partners
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Barron's Advisor Partners
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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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