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

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

Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow 09.01.2024 25:50

Next generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions 02.01.2024 26:20

Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Cahn: The 4 Pillars of Successful M&A 26.12.2023 9:29

Wealth Enhancement Group’s chief investments and business development officer provides a roadmap for successful dealmaking. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rian Hill: The Advisor’s Guide to Hosting High-End Wine Events 19.12.2023 37:20

Learn how memorable wine events can deepen client relationships and engage prospects. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mary Ann Bartels: Bullish on Stocks, Bonds, Bitcoin in 2024 12.12.2023 35:06

Sanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Suzanne Peterson: How to Become an Effective and Admired Leader 05.12.2023 41:24

Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Neela Hummel: On Hiring Women and Advising Female Clients 28.11.2023 15:13

The co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Eric Becker: Cresset’s Bold 100-Year Vision 21.11.2023 50:02

The co-founder and co-chairman explains how the multi-family office is blending tradition with modern financial dynamics. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences 14.11.2023 21:44

Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tobias Dengel: Voice Tech Will Profoundly Change How We Live and Work 07.11.2023 44:55

As big as mobile a decade ago and the internet in the late '90s, voice is the next big thing in technology, says the president of WillowTree. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Angela Osborne: Effective Lead Generation Strategies for Advisors 31.10.2023 17:36

The COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Brzezinski: Separating AI Hype From Reality 24.10.2023 39:54

There's been a lot of hype around AI since the release of ChatGPT. Fidelity's head of data strategy describes what’s real, what's not, and what financial advisors should be doing with it right now. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kristie Edling-Day: How Advisors Can Harness the Power of Technology 17.10.2023 26:08

Advisors adapted to portfolio management technology and robo-advisors. They also will they adapt to AI, says the LPL Financial exec. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Saundra Davis: Using Money to Honor Your Values and Fuel Your Vision 10.10.2023 1:07:29

An exploration of what money really means to people, what it represents, and how you can facilitate that discovery. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Amy Parvaneh: Creative Compensation Structures That Motivate Teams 03.10.2023 25:10

The founder and CEO of Select Advisors Institute says practices should recognize, and cater to, what makes employees tick. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tom Morgan: What Is Your Curiosity Calling You to Do? 26.09.2023 52:21

Wealth is not just about security. It creates the freedom to pursue what’s at the intersection of your curiosity and what the world needs. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices