Brenda Blisk to Share Advice on Building a World Class Team at 2007 Winner's Circle® Summit
Certified Financial Planner Brenda Blisk of McLean, VA, has been selected as a panelist for the Winners Circle® Summit November 28-30 in Palm Beach, Florida. Blisk was honored this year as one of Barron's Top 100 Women Financial Advisors.
McLean, VA (PRWEB) November 7, 2007 -- Brenda Blisk, named one of Barron's Top 100 Women Financial Advisors for 2007, will share advice on building a world class financial team at The Winner's Circle® Summit November 28-30 in Palm Beach. Florida. The Winners Circle® recognizes financial advisors who represent the highest ethical behavior, professionalism and success in the industry. The Summit is a by-invitation-only event for the top 500 Female Financial Advisors in the country.
Blisk is a Certified Financial Planner® and founder and CEO of The Blisk Financial Group, headquartered in McLean, Virginia. Earlier this year, Virginia Business Magazine named Blisk one of the Top 50 Wealth Advisors in Virginia and the #2 Retail Investment Advisor in the state. The list, as identified by R. J. Shook, appears in Virginia Business Magazine's August 2007 issue.
Shook also compiles the Barron's list. Rankings are based on the size of each advisor's book of business, the amount of revenue generated and the caliber of service. With clients in more than 20 states, Blisk and her team manage $240 million in assets.
Client Service Awards
Blisk has also been named the first recipient of the Charlie Eisenmann Client-First Service Award by Dunham & Associates Investment Counsel, Inc. She received the national award at the Dunham Institute Wealth Management Symposium on May 4, 2007, in Del Mar, California. The award recognizes her for exceptional client service as acknowledged by industry peers and clients.
Blisk has the distinction of being a past Dalbar Customer Service Award Honoree. In 1999, Dalbar, Inc., the nation's leading financial services market research and consulting firm, ranked The Blisk Financial Group in the top 2% in the country in three areas: Client Satisfaction, Client Performance and Professional Ethics. These awards are based on Dalbar's systematic testing of customer service.
Blisk founded The Blisk Financial Group in 1987 and in 1997 became an Investor Advisor Representative of Legacy Advisors, LLC, (now Spire Investment Partners). Legacy Advisors is one of Bloomberg's Top Financial Advisory Firms in the country (2003 -- 2006) and manages over $1 billion in client assets.
About the Blisk Financial Group
The Blisk Financial Group is a team of financial planners, investment managers, analysts, insurance personnel and investment professionals with over 80 years of combined experience. The Blisk Financial Group provides independent financial advice and asset management to executives, retirees, women and their families and business owners. Their services include retirement planning, investment management, distribution planning and long-term care and special needs planning.
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