Barron's Advisor

Business EN ↓ 300 episodes

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

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Barron's Advisor

Episodes

Tom Ruggie: What Financial Advisors Should Know About Collectibles 18.02.2025 29:13

The CEO of Destiny Family Office discusses practical steps to help your clients value, protect, and pass on their collections. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Unexpected Lessons Learned While Navigating Challenges | Next Gen 13.02.2025 19:54

Hollis Montgomery, a financial advisor at Morgan Stanley Wealth Management, discusses her maternity leave and how it made her team more efficient and brought members “so much closer.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations 11.02.2025 13:23

Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun 04.02.2025 29:34

Steward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Promise—and Peril—of Working With Family Members | Next Gen 30.01.2025 23:59

Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA. Learn more about your ad choices. Visit megaphone.fm/adchoices

Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs 28.01.2025 24:23

The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Gary Roth and Mike Capelle: Blueprint for RIA M&A Success 21.01.2025 42:25

The Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen 16.01.2025 23:22

“I'm very willing to admit what my strengths and my weaknesses are and hire around that to bring in people whose strengths are my weaknesses,” says Matthew Somberg, co-founder of Gottfried & Somberg Wealth Management. Learn more about your ad choices. Visit megaphone.fm/adchoices

Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change 14.01.2025 25:35

The Morgan Stanley veteran explains how the firm invests in private companies and why tax-aware strategies are “critically important” to clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen 14.01.2025 0:55

Every other Thursday on Barron’s Advisor: The Way Forward: Next Generation, we speak with successful advisors who share their best advice for getting ahead and making an impact. Learn more about your ad choices. Visit megaphone.fm/adchoices

David Newson: Proven RIA Marketing Strategies for 15% Organic Growth 07.01.2025 1:06:11

The founder of XNW Digital provides a step-by-step roadmap to help advisors accelerate growth at their firms. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Frank Lipman: Cutting-Edge Strategies to Boost Longevity 31.12.2024 31:35

The founder of Eleven Eleven Wellness and author of several books focused on health discusses how integrative medicine can help people live longer. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025 17.12.2024 33:34

Sanctuary Wealth’s chief investment strategist explains why she thinks we’re in the “golden age of investing.” Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nikolee Turner: Mastering the Three-Phase Framework for M&A Success 10.12.2024 31:47

Schwab’s head of business consulting shares actionable strategies to help you maximize value and minimize regret when buying, selling, and integrating a firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dennis Moseley-Williams: Advisors and the Power of a ‘Really Big Idea’ 03.12.2024 23:54

The world’s most recognized brands didn’t begin as large companies. Advisors should take note, says the founder of DMW Strategic Consulting. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Melinda Bremley: How to Assess and Hire Top Talent for Your RIA 26.11.2024 43:01

The Chapman & Co. Leadership Institute partner demystifies the keys to assessing and developing effective leaders at all levels of your organization. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors 19.11.2024 30:03

The senior advice strategist at Vanguard’s Investment Advisory Research Center discusses how advisors can best serve next-gen clients amid a $84 trillion wealth transfer. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carley Dillon: How We Consistently Deliver Over 15% Organic Growth 12.11.2024 53:02

Brighton Jones’ chief experience officer details how individual accountability and a focus on metrics consistently drive rapid growth. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Keith Jacoby: How to Build and Lead a Large Wealth Management Firm 05.11.2024 48:35

With 30 years of industry experience, the CEO of Clarity Wealth—and “self-confessed process geek”— shares his best advice for advisors in leadership positions. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices

Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race 29.10.2024 37:17

How meticulous planning, trust in his team, and a commitment to shared values enabled a legendary sailor to overcome unimaginable challenges. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jackie Insinger: Positive Psychology Is the Key to Motivate Employees 22.10.2024 25:42

The author and executive coach discusses how financial advisors can harness the power of neuroscience and data-driven frameworks to help teams thrive. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ramesh Srinivasan: The Power of Purpose-Driven Leadership 15.10.2024 34:26

The McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025 08.10.2024 36:14

State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year 01.10.2024 48:36

Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth 24.09.2024 26:56

The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos and discusses RFG Advisory’s initiatives to help women. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices