Barron's Advisor

"You've got to figure out how to grow organically. We've done it largely by overwhelming our clients with service," says Homrich Berg cofounder Andy Berg. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Allen Darby, CEO of Alaris Acquisitions, on M&A and how to analyze your profit and loss statement to uncover ways to enhance your firm's worth. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

People are recognizing that "life is not forever and they want to bring more purpose and intentionality to it," says Julie Kelly, a financial advisor with Edward Jones. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Valorie Kondos Field, who never was an athlete, led the UCLA Bruins gymnastics team to seven national titles. "A coach's job isn't to dictate change in someone. It's to motivate them to want to make consistent change." Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sometimes high-touch service means helping clients buy a Kentucky Derby-caliber racehorse, says GenTrust co-founder George Perez. Host: Ross Snel. Learn more about your ad choices. Visit megaphone.fm/adchoices

Building trust happens over time yet "it doesn't take a lot to destroy that trust," says David Sears who retired from the Navy after serving for 20 years. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

"All of wealth management and banking is trying to wrap their head around" the ecosystem of NFTs and digital art, says Evan Beard of Bank of America Private Bank. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

"People have increasingly lost faith in the models, frameworks, and moral codes that they grew up with," says the host of a popular podcast. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Brighton Jones CEO Jon Jones, who visited 35 countries with his family over a year, insists his employees achieve balance in their lives. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

"Assets that you can't touch or feel are been becoming more and more important," says Stian Westlake, coauthor of Capitalism Without Capital. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Some of the firm's fastest-growing teams and products are emphasizing ESG investing, she says. Host: Ross Snel. Learn more about your ad choices. Visit megaphone.fm/adchoices

"One of the key elements in a trusted advisor relationship is the willingness to challenge the client," management consultant John Hagel says. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

There's new attention on the power of shareholder voting, says the firm's ETF lead, Yasmin Dahya Bilger. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ask questions, be patient, and embrace incrementalism, says Wharton School Professor Jonah Berger. Learn more about your ad choices. Visit megaphone.fm/adchoices

The top-ranked advisor says enabling all of her team to share in her firm's success has powered results. Learn more about your ad choices. Visit megaphone.fm/adchoices

One key is listening to the stories clients tell about money and determining whether they see themselves as personally in control of their finances, says Sarah Newcomb, Morningstar's behavioral economist. Learn more about your ad choices. Visit megaphone.fm/adchoices

The best athletes in the world have coaches, and the top advisors should as well, says Wells' head of wealth management business development. Learn more about your ad choices. Visit megaphone.fm/adchoices

Emphasizing the cohesive role of each member of an advisory team should enhance meetings with clients, Kelly Leonard says. Learn more about your ad choices. Visit megaphone.fm/adchoices

A private market real estate deal-plans to convert a New York City apartment tower to a homeless shelter-appealed to clients because the results could be seen locally and also offered outsized yield. Learn more about your ad choices. Visit megaphone.fm/adchoices

Old concepts must be disrupted to create "new solutions in the marketplace," says Mark Casady, who's now running a venture capital firm. Learn more about your ad choices. Visit megaphone.fm/adchoices

Many small advisory firms will fare well, but Kestra Financial CEO James Poer says those resistant to affiliation or acquisition will struggle. Learn more about your ad choices. Visit megaphone.fm/adchoices

An effective financial advisor needs to be a good psychotherapist, says NPR social science correspondent Shankar Vedantam. Learn more about your ad choices. Visit megaphone.fm/adchoices

Perseverance helps improve the odds of success and makes setbacks easier to handle, says financial advisor and former Olympian Lauryn Williams. Learn more about your ad choices. Visit megaphone.fm/adchoices

Families often achieve better outcomes by shifting the focus away from dollars, says Matt Wesley of Merrill Lynch's Center for Family Wealth, Dynamics and Governance. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cryptocurrencies are worthy alternatives to investments like bonds and gold, as well as real estate and art, says Bitcoin entrepreneur Dan Held. Learn more about your ad choices. Visit megaphone.fm/adchoices