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
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!
fitflop australia store
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