Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers
PALM BEACH — Sybil Praski of Prosperion Financial Advisors attended the seventh-annual Barron’s Top Women 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 Breakers, December 4 – December 6 in Palm Beach, FL.
74 of the Top 100 Women Financial Advisors in the U.S., as ranked and published in Barron’s June 3, 2013 issue, were in attendance. This annual ranking is the basis for the Top Women Advisor’s Summit; advisors are selected for the list based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors’ practices. The Top 100 Women are comprised of advisors from major security firms and independent operations.
“It is a wonderful honor to be included in the Barron’s Top Women Advisors Summit. The skills and knowledge shared among my colleagues at events like this enable me to better serve my clients and extend our promise to care beyond advice,” said Praski.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Women Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
“America needs wise and proven financial leadership. This conference brings together the best advisors in the country to share information and ideas toward one goal – to better serve their clients, their families and their communities,” said Ed Finn, editor and president of Barron’s. “The financial markets and investing are more complex than ever. These leading advisors will leave this conference better equipped to help their clients find potential investing opportunities, avoid market traps and seek financial well-being.”
Praski was one of approximately 500 financial advisors who was selected by their firm to attend and participate in the conference. Participating firms included:
Ameriprise Financial Services Inc., Bank of America-Merrill Lynch, Credit Suisse Securities (USA) LLC, Deutsche Bank Alex. Brown, Edward Jones, LPL Financial, Morgan Stanley Smith Barney, Raymond James Financial, RBC Wealth Management, Robert W. Baird & Co., UBS Financial Services Inc. and Wells Fargo Advisors.
For more information about Barron’s conferences, please go to www.barrons.com/conferences (The participating firms and Barrons are not affiliated with LPL Financial. The Barron’s Award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.)
Barron’s (www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The “Barron’s Top 100 Women Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.
Attendees of the Barron’s Conference were comprised of the 100 women advisors listed in “Top 100 Women Financial Advisors”, (June 3, 2013) as well as 500 financial advisors designated as the top 1% producers of their firms.
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