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.
Visita il sito del podcast e sostieni chi lo crea: www.barrons.com
Autore
Barron's Advisor
Categoria
Sito del podcast
Ultimo episodio
10 nov 2026
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Episodi
Are Stocks Facing a Lost Decade? 18.10.2022 31:34
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 48:00
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
What It Takes to Run a Successful Multigenerational Team 04.10.2022 30:22
Scott Wilson and Crystal Ho of the Atlas Group on the importance of hiring employees who share chemistry, dedication, and a desire to learn. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Making the Shift From Entrepreneur to Leader 27.09.2022 44:56
Your company’s success rises or falls based on your leadership ability. Here’s the playbook for leading in a post-pandemic world with Antonia Hock. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Succession Planning, Next-Gen Talent, and What the Best Leaders Do 20.09.2022 21:25
More advisors are getting serious about the future, says Ray Sclafani, the CEO and founder of ClientWise. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Simple Tools to Help Your Clients Achieve Their Goals 13.09.2022 53:41
Social psychologist and scientist Dr. Emily Balcetis explains how to use vision and brain science to overcome challenges and achieve our most important goals. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How Advisors Can Manage Their Social-Media Presence Like Pros 06.09.2022 26:00
Jeff Bradanini, financial advisor and director of marketing for Beirne Wealth Consulting, on how advisors can use social media and digital marketing to gain clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Complete Guide to Advisor Podcasting 30.08.2022 52:14
Podcasting makes you a better advisor. It deepens your client relationships. You’ll meet new people and make intriguing connections. And it helps with client prospecting and recruiting new team members. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Video Killed the Radio Star but Can Give New Life to Advisor Practices 23.08.2022 31:08
Advisors must leverage technology or risk falling behind, says Mike Byrnes, founder and president of Byrnes Consulting. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Business Case for Cultivating Empathy 16.08.2022 45:50
Far from “soft,” empathy is an important business skill that fuels great businesses and brands, increases retention, drives profits, and supports employees’ wellbeing. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
What It Takes to Be a Great COO 09.08.2022 24:33
Allison Felix, who rose from executive assistant to chief operating officer at Cassaday & Co., on what it takes to succeed. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Salesforce's Tiffani Bova on the 5 Keys to Driving Faster Growth 02.08.2022 53:21
Employee experience drives customer experience and that leads to faster sales growth. Bova shares the core elements of employee experience you should focus on to drive that growth. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How One RIA Created a Path for Next-Gen Talent to Become Partners 26.07.2022 30:43
David Armstrong and Jessica Gibbs of Monument Wealth Management on how their firm helps employees advance and the power of “opinionated” content. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Art and Science of a High-Performing Advisor Website 19.07.2022 48:26
Andy Crestodina, Orbit Media co-founder, has built more than 1,000 websites. He lays out what it takes to design one that attracts and converts the right prospects. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Finding Young Workers Is Easy for This RIA 12.07.2022 25:22
Sequoia Financial Group's Kevin Myeroff and Elizabeth Scheiderer discuss the success of their internship program. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Attract and Retain Top Talent in a Tight Market 05.07.2022 45:27
One reason why the big advisory firms keep getting bigger is they do a better job of creating a culture that attracts and retains top talent. Gartner's Brian Kropp shows how. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Earn Guaranteed Income in a Time of Heightened Volatility 28.06.2022 23:18
David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider commission-free annuities. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Clinical Psychologist Shares the Science Behind Behavior Change 21.06.2022 54:00
Dr. Joy Lere discusses how the mind works, how our beliefs are formed, and the tools and techniques we can use to guide positive behavior change for our clients. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chris Davis Picks Stocks, Praises Buffett, Rips Politicians 14.06.2022 47:49
The chairman and portfolio manager of Davis Advisors on the importance of long-term investing and buying "durable, growing businesses at value prices." Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Former Yum! Brands CEO on Leadership, Talent, and Self-Coaching 07.06.2022 51:35
David Novak distills decades of success into practical "dynasty drivers" that led to double-digit growth for 13 consecutive years. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Shirl Penney on the 10 Things Elite Advisory Teams Do Best 31.05.2022 27:50
Dynasty Financial Partners' CEO on the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Don't 'Follow Your Bliss.' Instead, Find Love in Your Work. 24.05.2022 58:16
Love, the most powerful of human emotions, has been systematically drained from our lives - our work, teams, and classrooms. Marcus Buckingham says it's time we brought love back in. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Charles Zhang on Efficiency, Community, and Caring for Animals 17.05.2022 17:33
"We donate roughly 20% of our profit every year to our community and other places," says the founder and president of Zhang Financial. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
There Is No Such Thing as 'Apolitical' Leadership Anymore 10.05.2022 49:01
Eric Pliner, who counsels top CEOs on how to make difficult decisions, says that you won't please everyone but there is a framework to help you make informed, effective decisions. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Multigenerational Planning and 'The Most Important Thing to Parents' 03.05.2022 40:00
Mariner Wealth Advisors' Valerie Newell describes how advisors should work with multigenerational families. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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