Shaping the Future of Financial Advice

March 12-14 | Orlando, FL

As the financial landscape continues to evolve, the Barron’s Advisor Independent Summit stands as the premier gathering for the nation’s elite RIA and independent advisors. This exclusive, invitation-only event brings together industry trailblazers who are redefining the future of financial advice and wealth management.

A Legacy of Excellence

The summit represents a powerful convergence of the brightest minds in independent financial advisory. Here, industry leaders share insights, strategies, and innovative approaches that are reshaping how we think about wealth management and client service.

Unparalleled Learning Experience

The summit delivers exceptional value through:

• Expert-led sessions on emerging market trends
• Interactive workshops on practice management
• Peer-to-peer learning opportunities
• CE credit-eligible presentations
• Exclusive market insights and analysis
• Strategic networking sessions

Why This Summit Stands Apart

This isn’t your typical financial conference. The Barron’s difference includes:

• Carefully curated, invitation-only attendance ensuring high-level networking
• Forward-looking content that anticipates industry trends
• Direct access to top-performing advisors and their strategies
• Practical solutions for growing independent practices
• Intimate settings for meaningful connections

Perfect for Industry Leaders

The summit is specifically designed for:

• Independent Financial Advisors
• Registered Investment Advisors (RIAs)
• Wealth Management Principals
• Financial Practice Leaders
• Investment Strategists
• Portfolio Managers

Transform Your Practice

Attendees will gain:

• Actionable strategies for practice growth
• Innovative client service approaches
• Advanced investment insights
• Regulatory compliance updates
• Technology integration strategies
• Succession planning frameworks

Exclusive Benefits

Beyond the sessions, participants receive:

• Continuing Education (CE) credits
• Access to proprietary research
• One-on-one consulting opportunities
• Peer benchmarking insights
• Industry-leading tools and resources

The future of independent financial advice is being shaped by those who attend this summit. Join fellow industry leaders who are committed to excellence and innovation in wealth management. Elevate your practice to new heights. Request Your Invitation!

Professional Note: This exclusive event is by invitation only. Qualified advisors may request consideration for attendance through the official Barron’s Advisor channels.