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Top Teams.
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Alex Banayan Alex Banayan is the only nationally bestselling business author under 30 in America. His book The Third Door: The Wild Quest to Uncover How the World’s Most Successful People Launched Their Careers has been translated into over a dozen languages. The day before his freshman-year final exams, Alex hacked “The Price Is Right,” won a sailboat, sold it and used the money to fund his quest to learn from the world’s most innovative leaders. During his seven-year journey, he interviewed Bill Gates, Lady Gaga, Larry King, Maya Angelou, Steve Wozniak, Jane Goodall, Jessica Alba, Quincy Jones and more. Alex has been named to Business Insider’s Most Powerful People Under 30, has contributed to Fast Company and TechCrunch, and has been featured in major media. An acclaimed keynote speaker, he has presented the Third Door framework to business conferences and corporate leadership teams around the world, including Apple, Google, Nike, IBM, Snapchat, Salesforce and Disney, helping individuals discover unconventional routes to achieve their dreams and aiding Fortune 500 companies to take new approaches to sales, marketing and exponential growth. 
Steve McClatchy Steve McClatchy is a keynote speaker, workshop leader and author of The New York Times bestseller Decide: Work Smarter, Reduce Your Stress, and Lead by Example. Steve has spoken before thousands of audiences on the topics of leadership, performance, personal growth and work/life engagement. His client list includes the NFL, Google, Pfizer, Microsoft, Disney, NBCUniversal, Accenture, John Deere, Under Armour, Wells Fargo and Campbell’s Soup. Steve is a frequent guest lecturer at Harvard and Wharton. He has appeared on ABC, CBS, Fox News, NBC’s Today Show and has been quoted in The Wall Street Journal, Fast Company, Entrepreneur and Investor’s Business Daily. Steve’s vision is for continual improvement, and he believes that when we stop learning, gaining experience and achieving goals, we stop living. Steve is best known for his passion, sense of humor and energetic personality. |
Tyra Banks Tyra Banks, the supermodel turned super businesswoman, created and executive-produces “America’s Next Top Model,” which currently airs in 180 countries and has 25 international versions worldwide. Tyra is consistently ranked by Time magazine as one of the world’s most influential people, and serves as CEO of her own multimillion-dollar entertainment company, Bankable Productions. Six modeling agencies rejected her before she was signed at the age of 15. Now, hundreds of magazine covers and thousands of runways later, she grooms the next generation of models. Tyra was the first African-American model to be featured on the covers of the Sports Illustrated Swimsuit Issue and the Victoria’s Secret catalogue. She was America’s #1 host two seasons running on “America’s Got Talent,” was honored as one of Glamour magazine’s Women of the Year alongside Condoleezza Rice and Hillary Rodham Clinton, and received two Emmy Awards for “The Tyra Banks Show.” She is CEO of the Tyra Banks Company—a place where beauty meets entertainment. A graduate of the Owner/President Management program at Harvard Business School, she recently developed Fierce Capital, which invests in early-stage companies, including firms that are female-led or female-focused. Since 2017, Tyra has shared her expertise and knowledge of personal branding as visiting professor at Stanford University Business School. 
Joseph Michelli Joseph Michelli, Ph.D., C.S.P., is an internationally sought-after speaker, author and organizational consultant who transfers his knowledge of exceptional business practices in ways that develop joyful and productive workplaces with a focus on the total customer experience. His insights encourage leaders and frontline workers to grow and invest passionately in all aspects of their lives. Joseph is a Wall Street Journal and New York Times #1 bestselling author. His latest book is Driven to Delight: Delivering World-Class Customer Experience the Mercedes-Benz Way. His other titles include Leading the Starbucks Way: 5 Principles for Connecting with Your Customer, Your Products, and Your People, and When Fish Fly: Lessons for Creating a Vital and Energized Workplace. Joseph received his master’s and doctorate from the University of Southern California. He has won the Asian Brand Excellence Award and is on the founders’ council of CustomerExperienceOne. He was named one of the Top 10 Thought Leaders in Customer Service by Global Gurus. Visit him at JosephMichelli.com. |
Vince Lumia Vince Lumia is a Managing Director and Head of Field Management, with responsibility for Morgan Stanley’s network of approximately 16 thousand financial advisors across some 600 branches, including Private & International Wealth Management, Strategic Client Management and National Sales. Vince was most recently head of Private Wealth Management, the division that serves ultra-high-net-worth individuals, families and their foundations in the U.S. and abroad. He was previously head of the Morgan Stanley Wealth Management Capital Markets business. Vince joined Morgan Stanley in 1999 as a financial advisor before moving to the Fixed Income Division in 2004. Prior to joining the firm, he worked for Thomson Financial. Vince earned a B.S. from Fordham University. He serves as a member of the National Italian American Foundation Board of Directors. |
What will your team learn?
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Barron’s 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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2020 Price Structure
As the name suggests, Barron's Teams Summit benefits multiple members of the advisory team and is therefore reflected in the pricing. The first team member—usually the principal advisor—will receive additional membership benefits with their ticket. All additional team members will only pay $350 for the entire three-day summit.
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What are attendees saying about Barron’s Advisor Summits? |
The level of sharing is extraordinary. You will absolutely gain valuable, usable, actionable ideas that are worth more than the cost and time invested.
Where else an you hear from the best in the business, sharing how steward family wealth in an completely unbiased and open forum? Easily the best conferences I attend each year.
The agenda was just the right mix of industry and practice management. |
The quality of the advisors is excellent and the agenda includes wide-ranging and timely, topical sessions.
The Barron’s Advisor team is truly a pleasure to work with and their event planning and execution team are very professional, thoughtful and detailed.
Barron’s Advisor hosts exceptional events. I always come away feeling more educated and challenged at the same time.
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Accommodations
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Bellagio is a resort, luxury hotel and casino on the Las Vegas Strip in Paradise, Nevada. It is owned by MGM Resorts International and was built on the site of the demolished Dunes hotel and casino. Inspired by the Lake Como town of Bellagio in Italy, Bellagio is famed for its elegance. One of its most notable features is an 8-acre lake between the building and the Strip, which houses the Fountains of Bellagio, a large dancing water fountain synchronized to music.
Inside Bellagio, Dale Chihuly's Fiori di Como, composed of over 2,000 hand-blown glass flowers cover the lobby ceiling. Bellagio is home to Cirque du Soleil's aquatic production "O". The main tower of Bellagio, has 3,015 rooms and 36 floors. |
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Barron’s Advisor has negotiated discounted hotel rates for attendees of the Barron’s Teams Summit. Discounted rates are available until the room block is fully booked.
A link to our room block will be emailed to you after you register for the conference. Reservations are made on a first come, first served basis. If you have any questions, contact the Barron's Advisor Team. |