Barron's Advisor

Business EN ↓ 350 episodes

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

Be sure to visit the podcast's website and support the creator: www.barrons.com

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Barron's Advisor

Episodes

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

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