Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers
PHOENIX (March 21, 2012)—Dan Gensler, President of The Gensler Group recently attended the fourth-annual Barron’s Winner’s Circle Top Independent 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 JW Marriott Dessert Ridge, March 21-23 in Phoenix, AZ.
65 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 29, 2011 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.
“It was an honor to be invited to this event and have the tremendous opportunity to network and share ideas with some of the most successful independent advisors in the business,” said Dan Gensler.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
“The work these independent advisors do and their influence will only increase as the nation’s Baby Boomers plan for retirement and all Americans nurture their portfolios and husband their businesses through difficult times, said Ed Finn, Editor and President of Barron’s. “This Summit brings together the industry’s leaders from across the country and provides a forum where they can address the key concerns of their clients and develop solutions to their financial-planning needs.”
Dan Gensler was one of approximately 350 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event. Associated participating firms included: Advisor Group, Ameriprise Financial Services, Charles Schwab, Fidelity Investments, LPL Financial Services, Pershing, Raymond James, TD Ameritrade Institutional, and Wells Fargo Financial Network.
For more information about Barron’s Winner’s Circle conferences, please go to www.barrons.com/conferences
Securities offered through LPL Financial Member FINRA/SIPC. Investment advice offered through The Gensler Group, a registered investment advisor and separate entity from LPL Financial.
Serving the Community Since 1995
The Gensler Group is Coronado’s “boutique” investment management and financial planning firm serving successful families and business owners. Through objective, sound financial advice, The Gensler Group helps clients build dreams, preserve the present and protect the future. Founded in 1995, the firm has been profiled in respected publications and media such as Fox News, Business Week, San Diego Union Tribune, San Diego magazine, Wealth Manager magazine and Coronado Eagle & Journal.
Visit us online at www.genslergroup.com
120 C Avenue, Suite 170, Coronado, California, 92118
Phone: (619) 554-1300 Toll Free: (800) 200-5524
Attendees of the Barron’s Winner’s Circle Conference were comprised of the independent advisors listed in “Top 100 Independent Financial Advisors”, (August 29, 2011) as well as financial advisors who were chosen by Barron’s or their associated firms.
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