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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

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Michelle Smith: Wow, I'm going to capitalize on this. ... I drove a truck through [that] gap.

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Women of Wealth Management


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January 5, 2021 at 4:06 AM


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Investment & Wealth Institute
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Top Executive: Sean Walters

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




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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