
About
FinanceFrom March 24-26, 2026, the Fairmont Princess Scottsdale, AZ, will host the Barron’s Advisor Independent Summit, an exclusive, invitation-only gathering for 400 of the financial services industry's most successful independent advisors. The summit is designed for leaders who collectively manage over $500 billion in assets, providing a setting for shared learning and strategic development among peers.
The program includes candid conversations, focused panels, and interactive breakout sessions. Attendees will explore insights into business development, client service, and investment strategies, drawing from the experience of leading CEOs and founders. A notable part of the summit is the Advisor Growth Salon, along with a welcome dinner featuring Keith Ferrazzi, who will discuss "Reengineering Teams for AI-Optimized Collaboration."
Many sessions qualify for CE credits, offering practical knowledge directly applicable to enhancing practice management and leadership skills.
Expected Attendees
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Barron’s Advisor Independent Summit 2026 in Scottsdale concentrates around 500 Finance professionals in one place, so your ads reach people already interested in your category instead of a broad, untargeted crowd.
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Barron’s Advisor Independent Summit 2026 draws roughly 500 Finance professionals, a focused audience for well-targeted advertising.
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500
Industry
Finance
Industry
Finance
Venue
Fairmont Scottsdale Princess
Location
Scottsdale, AZ, USA
Scottsdale, AZ, USA
Topics