Advancing Knowledge in Financial Planning
The Barron’s Advisor Independent Summit convenes independent and RIA firm owners who have built, scaled, and sustained advisory businesses with full ownership over strategy and growth. Conversations draw on real experience and examine how judgment, risk perception and human behavior shape decisions across client relationships, team leadership and long-term strategy. Advisors share the approaches behind their firms’ growth while comparing how peers are navigating an RIA landscape increasingly shaped by mergers and acquisitions––some of which have even begun with conversations sparked in the hallways of this event.
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