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

Author

Barron's Advisor

Episodes

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

Kay Lynn Mayhue: How to Create a Culture of Personal Development 26.03.2024 24:26

Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ron Carson: Lessons in Leadership for Financial Advisors 19.03.2024 23:06

The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chloe Moore and Tracy Hutton: Talent Pipeline Secrets 12.03.2024 29:25

How to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity 05.03.2024 18:56

The managing director and wealth manager at Cresset explains how advisors can help clients through a divorce, death, sale of a company, or other important transition. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices

Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It. 27.02.2024 17:54

The founding partner and advisor at Summit Trail Advisors discusses what most advisors get wrong, prenuptial agreements, and the importance of full financial disclosure in a marriage. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership 20.02.2024 44:58

Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Beverly Flaxington: The Art of Influence and Getting Results 13.02.2024 22:10

The practice management consultant describes how financial advisors can effectively engage and motivate employees. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kimberly Stewart: Improving Financial Literacy in the Black Community 06.02.2024 17:55

The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

John Nersesian: 5% Cash Is Great. Don't Fall in Love With It. 23.01.2024 28:19

Pimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices