Palm Beach, FL (PRWEB) December 19, 2013
Rose Greene, CFP, owner of Greene Group Financial attended the sixth-annual Barron’s Winner’s Circle 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.
“Having an opportunity to spend time with top women advisors from all over the world was the best! Women are much more willing to share their best ideas. I am better for it.”
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.
“Because the Summit brings together key leaders and top decision makers from around the country, it is recognized by the financial advisor community as the industry’s leading event,” said Ed Finn, editor and president of Barron’s. “The ideas and discussions generated here equip attendees to provide the best investment and financial advice to their clients, which is vital given the challenging economic and market conditions of today.”
Rose Greene was one of approximately 400 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 Winner’s Circle conferences, please go to http://www.barrons.com/conferences.
Securities offered through LPL Financial, member FINRA/SIPC.
Barron’s (http://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 Winner’s Circle Conference were comprised of the 100 women advisors listed in “Top 100 Women Financial Advisors”, (June 2013) as well as 400 financial advisors designated as the top 1% producers of their firms.