Barron's Team Summit 2024 | Dow Jones & Company, Inc. | 6 May 2024 | Bellagio Hotel, 3600 S Las Vegas Blvd, Las Vegas, NV 89109, USA

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.

Reasons to Attend
Unique Opportunity
The Barron’s Advisor Teams Summit is a unique opportunity to make sure every role on your team is addressed.

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