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.
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.
Sessions on: Team Leadership, Strategy, Team Structure, Compensation, Mentorship, Succession Planning, Hiring Talent
Intended for: Analysts, Investment Associates, Financial Planners, Research Associates
Sessions on: Investment Performance, Portfolio Construction, Asset Allocation, Global Markets, Performance Reporting, Foreign Currencies
Intended for: Marketing Associates, Development Officers, COOs, Office and Business Managers, Group Administrators
Sessions on: Attracting New Business, Marketing, Referral Building, Organic Growth
Intended for: Senior Client Service Associates, Client Service Associates, Administrative Officers
Sessions on: Service Models, Managing Difficult Clients, Next Gen Clients, Social Media
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