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
Strona podcastu
Ostatni odcinek
27 paź 2026
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Odcinki
How Scott Hanson Grew Allworth Financial From $10M Into a $15B RIA 12.04.2022 49:04
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 47:43
"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 50:21
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 31:21
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 51:05
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 24:50
"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 49:42
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 35:42
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 45:11
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 27:17
"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 43:45
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 22:35
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 42:24
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 43:03
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 50:16
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 35:27
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
Ric Edelman Talks Bitcoin, Digital Assets and Wealth Management 14.12.2021 46:57
Historically, advisors were routinely asked "why are you recommending Bitcoin?" says the founder of the Digital Assets Council of Financial Professionals. "The question is now becoming, why aren't you?" Host: Jack Otter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Practical Ways to Build a More Diverse and Inclusive Organization 07.12.2021 39:59
Rohit Bhargava, founder of the Non-Obvious Company and Ideapress Publishing, also discusses how to host and participate in events that exemplify diversity and inclusion. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Advisors Keep Screwing Up Their Marketing and How to Get it Right 30.11.2021 26:19
"You have to figure out who you are, who you are meant to serve, why you want to serve them and everything else will flow out of that," says Patrick Brewer, president and CMO of WealthSource. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Strategies for Turning Difficult Clients Into Favorites 23.11.2021 22:24
"If I've got a client with very low emotional intelligence, this is going to make my job as an advisor much more challenging," says Beverly Flaxington, cofounder of The Collaborative. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Art and Science of Cultivating Influence 16.11.2021 43:10
Influence is a byproduct of who we are connected to, how much our connections trust us, and the sense of community that we share, according to author and behaviorist Jon Levy. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Advisors Keep Missing Client Cues. How More Self Awareness Can Help. 09.11.2021 26:13
"Advisors are in a way in a therapeutic sort of relationship that requires staying with curiosity longer than maybe they'd like to," says author and management consultant Beverly Flaxington. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Using Pressure to Your Advantage 02.11.2021 46:03
Dane Jensen, CEO of Third Factor, says pressure, when understood correctly, can be a catalyst for peak performance. He details how to turn pressure into your ally using the "Pressure Equation." Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Spuds Powell on Fear, Confirmation Bias and the Modern Media 26.10.2021 30:51
Kayne Anderson Rudnick's managing director discusses alts and the firm's defensive market posture. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Victoria Song: A Meta-Framework to 'Bending Reality' 19.10.2021 45:30
Only by facing fear head-on is it possible to quiet your "impending doom generator" and realize your full potential, says Victoria Song, author and leadership advisor to successful founders and CEOs. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
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