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.

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.barrons.com

Autor

Barron's Advisor

Kategoria

Business

Strona podcastu

www.barrons.com

Ostatni odcinek

7 lip 2026

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Odcinki

Chris Davis Picks Stocks, Praises Buffett, Rips Politicians 14.06.2022

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

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

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

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

"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

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

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

How a Founder Can Step Down as CEO Yet Remain Pivotal in a New Role 26.04.2022

Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, gave up the reins, and is focusing on other company initiatives. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Hamburger on RIA's Biggest M&A Mistakes 19.04.2022

"Deals win or lose based upon their structure," says the president and CEO of MarketCounsel. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

How Scott Hanson Grew Allworth Financial From $10M Into a $15B RIA 12.04.2022

Hanson describes his evolution as a leader and the steps he took to ensure success. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Stack Warns About the Fed, Tech Stocks, and Real Estate 05.04.2022

"It's conceivable that the blue chip indexes could drop 35 to 40%," says the founder of Stack Financial Management. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Your Mark as CEO in Your First 100 Days 29.03.2022

After just three years at Abacus Wealth Partners, Mary Beth Storjohann was promoted into the co-CEO role of this $4 billion RIA. Here's the story of how she hit the ground running. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Patrick O'Shaughnessy on Custom Indexing and the Portfolio of You 22.03.2022

The founder of Canvas on the evolution of the index fund to direct indexing and now custom indexing. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Mindsets That Define CEO Excellence 15.03.2022

McKinsey & Company Senior Partners Scott Keller and Vik Malhotra discuss the six responsibilities of the CEO role and the associated mindsets that distinguish the best leaders from the rest. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Attract Affluent Next-Gen Clients 08.03.2022

"The vast majority of this demographic wants to feel more in control," says David Snider, founder and CEO of Harness Wealth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Decoding the Information in Emotions to Unlock Performance 01.03.2022

Performance coach Denise Shull says don't fight the feeling. Instead, your performance will soar when you effectively answer, "What am I feeling and why am I feeling it?" Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

How 2 Black Advisors Are Working to Change the 'Complexion of Wealth' 22.02.2022

Dasarte Yarnway and Emlen Miles-Mattingly explain how they're helping underrepresented advisors. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Exposing Generational Myths 15.02.2022

Many of today's popular ideas around generational differences are superficial stereotypes that miss the majority of what's actually happening among generations. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial Planning for Children With Special Needs 08.02.2022

"This is a field that's going to give you a lot of emotional satisfaction when you know you've really helped a family," says Ken Van Leeuwen. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Building an Employee Value Proposition With Schwab's Benchmarking Data 01.02.2022

Cash compensation is just one of many factors that you have to get right if you want to attract and retain the best talent in the industry. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Envestnet's Bill Crager on the Future of Financial Planning 25.01.2022

Clients are "looking to get information at their fingertips whenever they want it." Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Harnessing the Energy of Money 18.01.2022

Dr. Maria Nemeth discusses how to develop a healthy and powerful relationship with money that ultimately leads to living a fulfilling life as a hero's journey. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sports Memorabilia Offer 'Immense' Upside for Wealth Management Firms 11.01.2022

Advisors can help themselves, their firms, and their clients, says Howard Epstein, a wealth management advisor and sports memorabilia expert. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Top Insights From 2021's Actionable Intelligence Podcast 04.01.2022

Steve Sanduski shares key insights from Season 1 of The Way Forward: Actionable Intelligence podcast and how you can apply them to your practice.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Kitces on Fees, M&A, and the RIA Model's 'Compounding Growth' 21.12.2021

The co-founder of the XY Planning Network says the growth trend for registered investment advisor firms is "almost inevitable." Hosts: Jack Otter and Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices

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