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.

Author

Barron's Advisor

Episodes

Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients 17.09.2024 42:28

Chequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nelrae Pasha Ali: How to Teach Teens About Money and Investing 10.09.2024 46:44

The managing principal at Array Private Investment Advisory Group of Wells Fargo Financial Network discusses deferred gratification, budgeting, and what motivates teens. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM 03.09.2024 41:43

SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients 27.08.2024 27:02

The Morgan Stanley director discusses how connections and community in the workplace can help advisors anticipate and meet client expectations. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms 20.08.2024 39:40

Cresset’s president explains how strong leadership, a client-centric culture, and integrated technology can drive massive growth. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Schaffer: Long-Term Investing in a Short-Term World 13.08.2024 23:33

The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Cooper: Driving Growth With M&A and Private Equity 06.08.2024 40:54

How Beacon Pointe leveraged private equity to strike 19 deals in 21 months and kickstarted billions in organic and inorganic growth. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nayan Ranchhod: How Couples Are Thinking About Money and Retirement 30.07.2024 25:50

The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA 23.07.2024 40:25

Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture 16.07.2024 45:21

At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Leslie Zane: The New Rules of Persuasion for Financial Advisors 09.07.2024 38:53

Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Mallouk: Why Demand for Financial Advisors Will Only Increase 02.07.2024 17:33

Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

'Resistance Money’: Decoding Bitcoin’s True Value Proposition 25.06.2024 45:57

The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe McQuaid: How to Build the Best Tech Stack for Your RIA 18.06.2024 14:11

Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rick Kent: How I Scaled My RIA Into a $10 Billion Firm 11.06.2024 36:12

Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cozy Wittman: Mastering the Brutal College Planning Process 04.06.2024 35:42

Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed 28.05.2024 40:22

The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices

Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’ 21.05.2024 37:06

Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Brown: How to Successfully Transition From Advisor to CEO 14.05.2024 19:12

The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth 07.05.2024 34:44

How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jon Foster: Multigenerational Planning and the Psychology of Wealth 30.04.2024 31:36

The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep families from splintering over money. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andy Schell: Leadership Lessons From the High Seas 23.04.2024 36:16

The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent 16.04.2024 22:22

RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rick Buoncore: M&A Strategy and the Importance of Culture in Deals 09.04.2024 30:06

The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Vinay Nair: Using AI to Personalize Wealth Management at Scale 02.04.2024 30:05

How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices