Barron's Advisor

The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani.  Learn more about your ad choices. Visit megaphone.fm/adchoices

“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor. Learn more about your ad choices. Visit megaphone.fm/adchoices

The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can turn disruption into opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welling discusses Mercer’s aggressive acquisition strategy, which grew assets under management seven-fold since 2017. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients. Learn more about your ad choices. Visit megaphone.fm/adchoices

The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Kim Henderson, head of health and wellness education, applies her medical expertise to help advisors when clients face health challenges. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.” Learn more about your ad choices. Visit megaphone.fm/adchoices

The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers career advice for younger advisors and discusses intergenerational planning, crypto, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network analyst and filmmaker, discuss the importance of storytelling, curiosity, and culture. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

“I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio director. “We aim to empower our clients through education.”  Learn more about your ad choices. Visit megaphone.fm/adchoices

Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the company. Learn more about your ad choices. Visit megaphone.fm/adchoices

Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

The long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering hiring their offspring. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself with kindred spirits. Learn more about your ad choices. Visit megaphone.fm/adchoices

Top marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

The managing partner at MAI Capital Management on his time as a professional basketball player and how that experience helps him create successful outcomes for clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

The ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can focus on, says the managing partner of Roseville Wealth Management. Learn more about your ad choices. Visit megaphone.fm/adchoices