Next week is the Barron’s Top Advisory Teams Summit in Washington D.C., July 17-19. Like all of the Barron’s conferences for successful financial advisors, this looks to be chock-full with stimulating and notable speakers and presentations.
For example:
I might add that ClientWise will be there as well. On July 19th, I will be leading the session, Benchmark Your Practice Against the Best in the Business, highlighting a ClientWise tool that allows successful financial advisory teams to benchmark their business against other top practices.
For those of you planning to attend this conference, I look forward to seeing you. For those of you who cannot attend, you might aim for future Barron's conferences. They are terrifically informative and beneficial on many levels.