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

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

Spuds Powell: How to Take a Mature Practice to the Next Level 19.09.2023 18:01

The Barron’s-ranked managing director of Kayne Anderson Rudnick explains how advisors can keep clients happy while expanding their businesses. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ken Dychtwald: Navigating the Waves of Generational Change 12.09.2023 1:00:37

The dynamics surrounding generational change, longevity, and an evolving society require a rethinking of what it means to be a financial advisor. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Schaffer: How to Future-Proof Your Portfolio From AI, ChatGPT 05.09.2023 22:59

The Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Crow: M&A Secrets, Revelations, and Ticking Time Bombs 29.08.2023 56:55

Mercer Capital's CEO offers a candid insider's perspective on the RIA M&A playbook and what’s really driving deals. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jane Hanson: The Power of Vulnerability and Other Tips for Advisors 22.08.2023 32:41

The Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alexandra Miele: 'Sphere of Influence' Is the New Referral Marketing 15.08.2023 45:55

Step beyond standard referral methods to learn how "sphere of influence" marketing is redefining client acquisition for the modern age. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nancy Daoud: Why Women Will 'Take Over' Wealth Management 08.08.2023 18:35

The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sammy Azzouz: Mastering Organic Growth as an Independent RIA 01.08.2023 46:03

Growth is coming from a strategic focus on employee engagement, business development, client retention, and operational excellence and efficiency. Host: Steve Sanduski Learn more about your ad choices. Visit megaphone.fm/adchoices

Karen Altfest: Advising Women, Widows and 9/11 Families 11.07.2023 13:48

The principal advisor at family-owned Altfest Personal Wealth Management on four decades of advocating for women. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices