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On Barron's panel at IMCA, three top advisors tell what knocked them on course

I compulsively listened to a divorce opportunist, an ex-Goldman, now Merrill fellow, and a Morgan Stanley consultant offer a diverse array of nuggets

Author Karl Thunemann June 3, 2013 at 6:33 AM
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Michelle Smith: Wow, I'm going to capitalize on this. ... I drove a truck through [that] gap.

Brian Hamburger

Brian Hamburger

June 3, 2013 — 6:34 PM

Thanks for the well written article. In our experience, independent advisers love to be inspired by unique ideas and perspectives. We have built our own conference on that very premise. When building the agenda for the MarketCounsel Summit each year, we ask ourselves both what do advisers want to hear and what do we think they should be hearing about. These questions have helped our event move away from a regulatory compliance conference to become neutral ground for industry leaders to convene and address the most significant opportunities and challenges facing the industry. We love framing out that conversation. Sterling Shea will be moderating a panel at this year’s MarketCounsel Summit on “Common Traits of America’s Top Advisors.” I hope to see you there!

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Related Moves

Morgan Stanley wants more Barron's Top Advisors so it poached Barron's 'Top Advisor' insiders, which says as much about the wirehouse as the publishing house

The wirehouse knows that no big firm owner puts phone calls from Sterling Shea or Alison Rooney on hold, and it's willing to hire and train them to fit new jobs

January 5, 2021 at 4:06 AM


Mentioned in this article:

Investment & Wealth Institute
Association
Top Executive: Sean Walters

Dynasty Financial Partners LLC
Specialized Breakaway Service, Mergers and Acquisition Firm, RIA Set-up Firm
Top Executive: Shirl Penney



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