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What Are the Top Advisors Planning to Stay on Top

In a sea of advisor rankings offered by such well known media outlets including Barron's, CNBC and Financial Times as well as a variety of trade publications, commonalities appear. However, the paths that each have taken to get there are unique. While past performance is not always indicative of future results in investing, enduring strong businesses are suggestive of strong insight and practices. Barron's Managing Director, Sterling Shea, assembles some of the country's most recognized financial advisors, Grant Rawdin (Wescott Financial Advisory Group), Steve Lockshin (Convergent), and Brent Brodeski (Savant Capital Management) to discuss what the future holds for their businesses.
Recorded Dec 10 2014 58 mins
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Presented by
Steve Lockshin, Brent Brodeski, Grant Rawdin, Sterling Shea
Presentation preview: What Are the Top Advisors Planning to Stay on Top

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  • Title: What Are the Top Advisors Planning to Stay on Top
  • Live at: Dec 10 2014 11:30 pm
  • Presented by: Steve Lockshin, Brent Brodeski, Grant Rawdin, Sterling Shea
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