Conference Hosts Gathering of some of the Nation’s Pre-eminent Independent Financial Advisors and Industry Decision Makers
New Orleans (May 20, 2016)—Betsey A. Purinton, CFP®, Managing Director and Chief Investment Officer of StrategicPoint Investment Advisors attended the inaugural Barron’s Top Independent Women Advisors Summit, hosted by Barron’s magazine to exchange ideas and best practices, with an eye towards improving their business and serving the investing public in the best possible manner. The invitation-only conference was held May 18-20 at The Ritz-Carlton in New Orleans.
“I attended the summit hoping to interact with some of the brightest minds in the industry. I found role models, mentors and colleagues all willing to share — with great humility and generosity — their wisdom and expertise. It was an energizing and inspiring experience, with many practical takeaways that I can use to strengthen StrategicPoint’s business practices and our relationships with our clients,” Purinton reflected on her experience at the conference.
This conference was designed to convene a group of highly successful independent advisors, to discuss how trends and shifts in the wealth advisory business create both unique challenges and opportunities for female practioners. Barron’s-ranked women advisors, independent channel industry leaders and renowned advisor coaches conducted sessions that explored subjects ranging from human capital development, core business strategy and management, capital structures and innovation.
Betsey Purinton was one of approximately 150 financial advisors who were either selected by Barron’s or their affiliated firm to attend and participate in the conference.
For more information about Barron’s conferences, please go to
Barron’s (www.barrons.com) is America’s premier financial magazine, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
About StrategicPoint Investment Advisors
StrategicPoint is a unique wealth management firm, focused on building long-term relationships with individuals and families. Since its start in 1989 the firm’s goal has been to provide personally tailored advice, while keeping clients’ best interests their number one priority. Their holistic approach integrates investments with financial planning techniques to help guide clients towards financial independence. You can follow the latest StrategicPoint thinking through their weekly e-mails, blog postings and monthly wealth management newsletters covering timely and relevant investment management and financial planning topics at www.strategicpoint.com.