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Event Date | Mon Feb 4 EST - Wed Feb 6 EST (almost 6 years ago) |
Location |
Bellagio
3600 S Las Vegas Blvd, Las Vegas, NV 89109, US |
Region | Americas |
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.
2019 Speakers
Jim Kelly
Hall of Fame Quarterback, Bestselling Author and Motivational Speaker
Colonel Nicole Malachowski
First Woman Thunderbird Pilot, Combat Veteran, Fighter Squadron Commander, White House Fellow and Advisor
Peter Sheahan
Founder of Karrikins Group, Bestselling Author and Global Business Leader
2019 Partners
DIAMOND LEVEL:
• American Funds
• First Eagle
GOLD LEVEL:
• Chubb
• OppenheimerFunds, Inc.
• State Street Global Advisors
• T. Rowe Price
• USCF
GOLD PROMO LEVEL:
• Aberdeen Standard Investments
• Baron Capital
• Columbia Threadneedle Investments
• PIMCO
• Putnam
• Touchstone Investments
SILVER LEVEL:
• Investments & Wealth Institute®