FT. LAUDERDALE, FL – For the eighth consecutive year, Paul Vladem, President of Associated Investors Services, joined the nation’s top independent financial advisors at the Barron’s Top Independent Advisors Summit in Orlando, FL in late March.
The invitation-only, three day summit is held annually to give the nation’s top advisors an opportunity to share ideas, best practices, technology and trends within the industry and with their peers.
“Having the ability to connect with and gain knowledge from other top independent advisors from across the country is invaluable,” Vladem said. “There is so much opportunity within the industry right now, especially as the landscape continues to evolve. Bringing back and integrating some of these insights and trends is always very beneficial to roll out to our clients.”
This year’s event concentrated on the future of the industry, technology, tax changes, portfolio optimization and growth of independent practices.
“While some independent advisors may be facing adversity and even contracting with the changes in the industry, we’re in a place of expansion,” Vladem said.
In 2017, Associated Financial Consultants and Investor Services added three staff members to their team, including Evan Vladem (Financial Advisor, AIS), Liz McBride (Group Benefits Consultant, AFC) and Hezekiah Ross (Financial Advisor Assistant, AIS).
In addition to playing a role in servicing current clients, the trio is working on plans to expand the business to next-generation clients, companies across the country and to athletes, entertainers and millennials while using technological advancements now available to advisors and their clients within the industry.
Associated will also be rolling out a redesigned website in the coming weeks.