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Barron's Advisor

Barron's Advisor

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

N'hésitez pas à visiter le site du podcast et à soutenir son créateur : www.barrons.com

Auteur

Barron's Advisor

Catégorie

Business

Site du podcast

www.barrons.com

Dernier épisode

27 oct. 2026

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Épisodes

Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM 27.06.2023

Advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the Gottfried & Somberg co-founder covers it all. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kate Healy: Evangelizing for Financial Planning as a Career Choice 13.06.2023

Dedicated to driving awareness of the profession to younger and more diverse applicants, Healy shares tips for advisors looking to hire new talent. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity 30.05.2023

Through the timeless narrative of 'In the Year 2525,' the co-founder of Wired magazine traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barry Ritholtz: How Advisors Can Create Killer Content 16.05.2023

Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer 02.05.2023

The high altitude adventurer shares his hard-earned lessons from a life climbing the world’s highest mountains and how they apply at sea level. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Nathanson: What Advisors Can Learn From Charles Darwin 18.04.2023

The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Kate Murphy: How to Truly Hear and Understand Your Clients 04.04.2023

When was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Listening well is powerful, yet in short supply. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Build an Enduring Legacy and Secure Long-Lasting Wealth 21.03.2023

Robert Balentine, chairman of his namesake firm, explains why advisors should focus on family relationships. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management 07.03.2023

The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Mal Makin’s Underrated—and Understated—Ways to Gain Clients 21.02.2023

The founder of Professional Planning Group discusses the power of transparency and having a light touch. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

‘Failure Is Not an Option.’ Lessons Learned From High Expectations 07.02.2023

Wells Fargo advisor Nelrae Pasha Ali on how she overcame long odds as a Black woman to excel in sports and wealth management. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Keep Clients From Acting on Fear and Greed 24.01.2023

Scott Tiras, president of Tiras Wealth Management, shares evergreen lessons. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices

CAIS’ Abby Salameh on Alts, Advisors, and ‘Leading With Learning’ 10.01.2023

“We're providing the education that advisors need to help them understand and feel more comfortable investing in alternatives,” says the CMO. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

A Candy Bar, a 10-Year Old, and a Successful RIA 27.12.2022

Barbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Using Stories to Connect with Clients and Prospects 20.12.2022

Storytelling and story listening are both art and science. Master them and you’ll deepen your human connection and deliver greater value to your clients. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why This Top Advisor Is Bullish on Muni Bonds, Value Stocks, and Alts 13.12.2022

Holly Newman Kroft, managing director at Neuberger Berman, discusses where investors can find enticing opportunities. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing to Create a World You Would Like to Retire In 06.12.2022

New investment vehicles make it possible to attain market-like returns while not compromising your values. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Teaming Is the Future. How One Advisory Firm Built a Dream Team. 29.11.2022

Barron’s Hall of Fame advisor Kimberlee Orth describes how to get the most out of your team. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transforming Your Relationship With Money 22.11.2022

Rather than constantly striving for more, we can transform our relationship with money by deepening our experience with what we already have, says author Lynne Twist. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Goldman Sachs’ Joe Duran on Fixing America’s Retirement Savings Crisis 15.11.2022

“The answers are not going to come from investing,” says the head of Goldman Sachs Personal Financial Management. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Power of Client Communities 08.11.2022

Yes, we’re in a relationship business. And what better way to create a sense of trust, connection, and belonging than through building client communities. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Stack Stays Bearish But Spies Opportunity 01.11.2022

Uncannily accurate with recent stock market calls, the Stack Financial Management founder offers a bittersweet forecast. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Helping Women Face Their Financial Fears 25.10.2022

Our relationship to money is complicated, especially for women who have an added cultural history layered on top. Sarah Carlson untangles this challenge. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are Stocks Facing a Lost Decade? 18.10.2022

Risk management expert Rick Bookstaber makes the case against complacency. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

When Women Lead, What Happens? 11.10.2022

The women who have been disrupting industries often share key commonalities that make them uniquely equipped to lead, grow businesses, and navigate crises. Here’s their story. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

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