The leading partners at Capital Investment Advisors have been chosen to speak at the Barron’s Winner’s Circle Top Advisory Teams Summit. The event, scheduled for August 1-3, 2012 at the Gaylord National Hotel in Washington, D.C., is an elite gathering of the nation’s pre-eminent advisory teams.
The partners of Capital Investment Advisors will be presenting on the topic of client segmentation and how CIA developed Wela Strategies to accommodate clients who fall into the “mass affluent” category. The CIA partners plan to explain how financial planners can use this strategy to make their practices more scalable, thus easier to manage and more profitable.
This unique conference offers attendees the opportunity to meet and network with the leaders and opinion-shapers in the industry. Thus, it is recognized as an extraordinary opportunity to enhance the professional development and skills set of each team’s best talent. The Barron’s Winner’s Circle Top Advisory Teams Summit brings together the best in the business. It is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies.
For more information on the conference, e-mail firstname.lastname@example.org or visit http://www.barronsmag.com/conferences/top_advisory_teams_summit/overview
About Capital Investment Advisors: Capital Investment Advisors is a fee-only financial advisory and portfolio management firm based in Atlanta. Since 1994, CIA has been providing clients with financial strategy and management tailored to the client’s individual circumstances and objectives rather than advisor incentives or commissions. Now, through Wela Strategies, CIA can serve investors at every level. For more information on CIA or Wela, please visit www.YourWealth.com / www.WelaStrategies.com or call 404-531-0018.
Andrea H. Rizk
Rizk Public Relations