Barron's Independent Summit
  • Agenda
  • Speakers
  • Partners
  • 2018 Photos
  • Conferences
    • 100
    • Women
    • Teams
    • Independent
    • Independent Women
    • Institutional
    • Impact Investing
    • Regionals
Picture
Picture
Picture

Access benchmarking tools

Barron’s Pro+ gives you free access to the Truelytics suite of benchmarking tools. Truelytics is a business intelligence platform for advisors who want to value, benchmark, and strengthen their business. Truelytics tracks an array of advisor metrics — including assets, production, costs and staffing — to give you the perspective to make smarter moves with your practice. 

TOP INDEPENDENT
ADVISORS SUMMIT

MARCH 14-16
ORLANDO, FL

​Barron’s is proud to offer this intimate and invitation-only event, where the nation's top independent financial advisors gather for an exclusive chance to share ideas, grow professionally, and network amongst their peers. 

The Barron's Top Independent Advisors Summit provides highly detailed and thought-provoking perspectives from top advisors on managing investments, clients and practices. Much of the content is delivered by members of Barron's Top Independent Advisors, making this conference an extraordinary opportunity to share thoughts with peers and hear what is on the minds of leading practitioners in the industry as they move forward in the ever-changing market.

Agenda

 
mar 14
mar 15
mar 16
Previous agenda

Wednesday, March 14, 2018


TIME & LOCATION

SESSION
11:30 am – 8:30 pm
REGISTRATION / INFORMATION  DESK 

12:00 pm – 2:00 pm
NETWORKING LUNCH 

2:00 pm – 4:00 pm
PRE-CONFERENCE WORKSHOP

5:30 pm – 6:30 pm
COCKTAIL RECEPTION

6:30 pm - 8:30 pm
DINNER & SPEAKER

8:30 pm – 9:30 pm
 
TOP 100 INDEPENDENT ADVISORS COCKTAIL RECEPTION

Thursday, March 15, 2018


TIME & LOCATION

SESSION

7:00 am – 6:00 pm
REGISTRATION / INFORMATION DESK

7:00 am – 8:00 am
BREAKFAST

8:00 am – 9:00 am
GENERAL SESSION

9:00 am – 9:15 am
REFRESHMENT BREAK

9:15 am – 10:05 am
9:15 am – 10:05 am
9:15 am – 10:05 am
9:15 am – 10:05 am
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT

10:05 am – 10:20 am
REFRESHMENT BREAK

10:20 am – 11:10 am
10:20 am – 11:10 am
10:20 am – 11:10 am
10:20 am – 11:10 am
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT

11:10 am – 11:25 am
REFRESHMENT BREAK

11:25 am – 1:30 pm
LUNCH & GENERAL SESSION

1:30 pm – 1:45 pm
REFRESHMENT BREAK

1:45 pm – 2:35 pm
1:45 pm – 2:35 pm
1:45 pm – 2:35 pm
1:45 pm – 2:35 pm
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT

2:35 pm – 2:50 pm
NETWORKING BREAK

2:50 pm – 3:40 pm
2:50 pm – 3:40 pm
2:50 pm – 3:40 pm
2:50 pm – 3:40 pm
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT

3:40 – 3:55 pm
REFRESHMENT BREAK

4:00 – 5:00 pm
GENERAL SESSION

5:00 – 6:00 pm
 
COCKTAIL RECEPTION

Friday, March 18, 2018


TIME & LOCATION

SESSION
7:00 am – 11:00 am
REGISTRATION / INFORMATION DESK

7:00 am – 8:00 am
BREAKFAST

8:00 am – 8:40 am
GENERAL SESSION

8:40 am – 8:50 am
REFRESHMENT BREAK

8:50 am – 9:40 am
8:50 am – 9:40 am
8:50 am – 9:40 am
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT

9:40 am – 9:50 am
REFRESHMENT BREAK

9:50 am –10:40 am
9:50 am –10:40 am
9:50 am –10:40 am
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT
CONCURRENT BREAKOUT

10:40 am – 10:50 am
REFRESHMENT BREAK

10:50 am – 11:35 am
GENERAL SESSION

11:35 am – 11:45 pm
CLOSING REMARKS

ABOUT US

CONTACT US
ADVISOR RANKINGS
BARRON'S

TERMS AND POLICIES

TERMS OF USE
COOKIES POLICY
DATA POLICY
PRIVACY POLICY
© COPYRIGHT 2019. ALL RIGHTS RESERVED.
  • Agenda
  • Speakers
  • Partners
  • 2018 Photos
  • Conferences
    • 100
    • Women
    • Teams
    • Independent
    • Independent Women
    • Institutional
    • Impact Investing
    • Regionals