Brian Frank among 'Best of Best' at Barron’s Top Advisors Summit | Business
ATLANTA -- Brian Frank, Managing Director, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barron’s Top Financial Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.
The invitation-only conference was held at the Waldorf-Astoria, September 8-10, in Orlando, Fla.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Participants attended workshops, led by the Top 100 Financial Advisors that explored current issues ranging from business development ideas through managing high-net-worth accounts and family relationships to portfolio management and retirement planning.
Also in attendance were approximately 70 of the Top 100 Financial Advisors in the U.S., as ranked and published in Barron’s April 21, 2014 issue. The Top 100 Financial Advisors, comprising advisors from major security firms and independent operations, are chosen based on the volume of assets overseen by the advisors and their teams, revenue generated for their firms and the quality of the advisors’ practices. This annual ranking is the basis for the Top Advisors Summit.
“Financial advisors who attend this conference are passionate about delivering advice that can help their clients achieve their financial goals. In a challenging economic environment, the dispassionate analysis and well thought-out strategies discussed by some of the industry’s top professionals made this conference particularly valuable,” said Brian Frank.
“Because the summit brings together key leaders and top decision makers from around the country, it is recognized by the financial advisor community as the industry’s leading event,” said Ed Finn, editor and president of Barron’s. “The ideas and discussions generated here equip attendees to provide the best investment and financial advice to their client, which is vital given the challenging economic and market conditions of today.”
For more information about Barron’s conferences, please go to www.barrons.com/conferences.