Wescott Financial Advisory Group Founder and CEO Grant Rawdin to Speak at MarketCounsel Summit
PHILADELPHIA, PA, December 8, 2014 – Wescott Financial Advisory Group, an SEC-registered wealth management firm serving high-net-worth individuals and institutions, is pleased to announce that Founder and CEO, Grant Rawdin, J.D., CFP®, will speak at the highly regarded MarketCounsel Summit December 10, 2014, in Las Vegas, NV discussing what it takes to ascend to the top of the industry rankings.
The program, entitled “What Are the Top Advisors Planning to Stay on Top?”, will explore successful practice management strategies and how to grow a financial advisory practice amid a hyper-competitive and fragmented marketplace. The program is part of an extensive agenda produced by MarketCounsel, a leading business and regulatory compliance consultancy that has made the Summit one of the marquee events in the securities industry.
“I am delighted to have been selected to speak at MarketCounsel Summit,” says Rawdin. “The event has quickly become one of the top gatherings of the industry’s thought leaders and consistently generates thoughtful discussions about industry best practices that makes the event a destination for the best and brightest minds in the advisory business. I look forward to a robust discussion with other colleagues.”
Considered one of the few elite conferences in the industry, the Summit features general sessions and
interactive workshops that run morning 'til night, over three days in the desert. The agenda is stacked with well-orchestrated extracurricular events that provide for unmatched opportunities to “continue the conversation” among advisors, speakers and the industry's top service providers, including a can't-miss opening reception and a live auction to benefit the MarketCounsel Foundation.
Rawdin’s panel occurs Wednesday, December 10, at 3:30 p.m. PST. He will be joined on the panel by industry veterans Steve Lockshin and Brent Brodeski and moderated by Sterling Shea, Managing Director and Head of Advisor Programs at Barron's.
About Wescott Financial Advisor Group LLC
Founded in 1987, Wescott Financial Advisory Group LLC is an SEC-registered, fee-only investment advisory and wealth management firm. Wescott’s clients are high-net-worth individuals, families, trusts, foundations, pension plans and institutions who have entrusted the firm to manage more than $2 billion of their assets. The firm’s investment philosophy is a uniquely disciplined, tax-sensitive and opportunistic “open architecture, multi-manager (passive and active management)” approach that has been maintained for over 25 years. This approach allows Wescott to control risk while creating portfolios with a combination of complementary styles, diversifications and enhanced returns. Wescott is rated one of the top investment management firms in the United States. The firm is ranked third nationally on CNBC’s list of Top 100 Wealth Management Firms, is positioned in the top 25 nationally by Barron’s, and its Investment Research Group was named one of the top five investment research teams in the country by Financial Advisor magazine. With offices in Philadelphia, Boca Raton, Miami and San Francisco, Wescott’s mission is “Achieving Client Goals.” For additional information, please visit wescott.com.
MarketCounsel is the leading business and regulatory consultancy to some of the country's preeminent independent investment advisers throughout their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the challenges faced by entrepreneurs in a fast growing industry and has emerged as one of its most effective advocates.
From the initial launch of an investment adviser to its outsourced compliance platform to its business growth and succession strategies, MarketCounsel consistently delivers extraordinary service and trusted counsel by leveraging advanced technology and sound business processes. The MarketCounsel Summit is the annual gathering for the country's top independent investment advisers and serves as both spark and catalyst for conversation among industry leaders.
Offering 360 degrees of RIA knowledge, advice and guidance, MarketCounsel is the most trusted partner throughout the lifecycle of an independent adviser and works with these business owners at all stages. MarketCounsel provides true end-to-end business solutions for advisors, from start-up through exit. Visit marketcounsel.com for more information.
About The MarketCounsel Foundation
The MarketCounsel Foundation supports the independent investment adviser movement through research, advocacy, and awareness; a direct supporter of innovative financial education; and leading an effort to provide support, mentoring, and placement to would-be entrepreneurs. Visit marketcounsel.org for more information.
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