Keen Wealth Advisors Among "Best of Best" Financial Advisors at Barron's Top Independent Advisors Summit
Overland Park, KS, May 2, 2017 (Newswire.com) - Keen Wealth Advisors today announced that Founder and CEO Bill Keen and Managing Director Matt Wilson, CFP®, attended the ninth-annual Barron’s 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 Ritz-Carlton in Orlando, FL, March 22-24, 2017.
Many of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 22, 2016 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.
Barron's Top Independent Advisor Conference is a think tank of top minds in the independent advisor space, the top custodians and service providers to registered investment advisory firms like Keen Wealth Advisors. We are energized as a result of being with the other top advisors in attendance. There is always power in sharing with like-minded peers what's working for clients. Much of what we learn at the Barron's conferences confirms what we're thinking and how we are serving our clients.
Bill Keen, Founder and CEO, Keen Wealth Advisors
“Barron’s Top Independent Advisor Conference is a think tank of top minds in the independent advisor space, the top custodians and service providers to registered investment advisory firms like Keen Wealth Advisors,” said Keen. “We are energized as a result of being with the other top advisors in attendance. There is always power in sharing with like-minded peers what’s working for clients. Much of what we learn at the Barron’s conferences confirms what we’re thinking and how we are serving our clients.”
“I always recommend, ‘Find an advisor who is willing to invest in you over time by providing educational opportunities, but also an advisor who wants to educate himself or herself and stay ahead to be a better advisor,’” added Keen. “This conference is comprised of advisors who are thought-leaders and successful in their own right. They are the best of the best.”
BEST PRACTICES AND NEW IDEAS
This exclusive conference is designed to promote best practices and generate new ideas across the financial services industry. Attendees participated in workshops led by the Top 100 Independent Financial Advisors that explored current issues of importance ranging from portfolio construction and management, to investing in overseas markets, managing risk, technology applications, and enhancing client relations.
According to Wilson, “Barron’s is the best conference I attend all year. You’re surrounded by the best advisors who come together with the sole purpose of being better for their clients. Everyone is asking, ‘How do we make the client experience better?’ That’s extraordinary.”
“Investors today are looking to generate income while protecting their portfolios against downside risk,” said Sterling Shea, Head of Advisory Programs for Barron’s. “These top-tier advisors have clients that depend on them to meet critical financial goals for themselves, their families, their businesses or their institutional funds. Advisors leave this conference better equipped to do just that.”
The Top 100 Independent Advisors are comprised of registered investment advisors and advisors from independent broker dealers. A total of 350 elite advisors took part in the event. For more information about Barron’s conferences, please go to barrons-conferences.com.
ABOUT KEEN WEALTH ADVISORS
Keen Wealth Advisors is headquartered in Overland Park, Kan. CEO Bill Keen is a Chartered Retirement Planning Counselor℠ and independent financial advisor with more than twenty-five years of industry experience. As the founder of Keen Wealth Advisors, a registered investment advisory firm, he and his team specialize in providing personalized retirement planning designed to help people thrive before and during their retirement years.
With a passion for educating others, Keen co-hosts "Keen on Retirement" – a podcast designed to provide Keen Wealth Advisors' friends and clients with an additional tool to stay informed and educated on key issues related to retirement planning and investing. The firm also presents retirement planning lectures to employees of many major corporations with a unique specialty in the engineering community. Keen Wealth is largely recognized in the Kansas City region for its educational events focused on retirement planning topics. Bill Keen is regularly asked to share his thinking with national media outlets such as U.S. News and World Report, Reuters, The Wall Street Journal's Market Watch, and Yahoo Finance, to name a few.
For more information, visit www.keenwealthadvisors.com.
Keen Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keen Wealth Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keen Wealth Advisors unless a client service agreement is in place.
ABOUT BARRON’S
Barron’s 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.
Barron’s “Top 100 Independent 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.
For more information, visit www.barrons.com.
Attendees of the Barron’s Conference were comprised of the independent advisors listed in “Top 100 Independent Advisors,” (August 22, 2016) as well as financial advisors who were chosen by Barron’s or their associated firms.
Contact:
Leesy Palmer
Impact Communications
913-649-5009
LeesyPalmer@impactcommunications.org
Source: Keen Wealth Advisors
