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

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

Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM 27.06.2023 47:28

Advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the Gottfried & Somberg co-founder covers it all. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kate Healy: Evangelizing for Financial Planning as a Career Choice 13.06.2023 18:43

Dedicated to driving awareness of the profession to younger and more diverse applicants, Healy shares tips for advisors looking to hire new talent. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity 30.05.2023 43:40

Through the timeless narrative of 'In the Year 2525,' the co-founder of Wired magazine traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barry Ritholtz: How Advisors Can Create Killer Content 16.05.2023 25:01

Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer 02.05.2023 46:46

The high altitude adventurer shares his hard-earned lessons from a life climbing the world’s highest mountains and how they apply at sea level. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Nathanson: What Advisors Can Learn From Charles Darwin 18.04.2023 25:39

The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kate Murphy: How to Truly Hear and Understand Your Clients 04.04.2023 47:04

When was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Listening well is powerful, yet in short supply. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Build an Enduring Legacy and Secure Long-Lasting Wealth 21.03.2023 22:59

Robert Balentine, chairman of his namesake firm, explains why advisors should focus on family relationships. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management 07.03.2023 22:17

The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mal Makin’s Underrated—and Understated—Ways to Gain Clients 21.02.2023 35:15

The founder of Professional Planning Group discusses the power of transparency and having a light touch. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

‘Failure Is Not an Option.’ Lessons Learned From High Expectations 07.02.2023 23:36

Wells Fargo advisor Nelrae Pasha Ali on how she overcame long odds as a Black woman to excel in sports and wealth management. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Keep Clients From Acting on Fear and Greed 24.01.2023 19:29

Scott Tiras, president of Tiras Wealth Management, shares evergreen lessons. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices

CAIS’ Abby Salameh on Alts, Advisors, and ‘Leading With Learning’ 10.01.2023 21:21

“We're providing the education that advisors need to help them understand and feel more comfortable investing in alternatives,” says the CMO. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

A Candy Bar, a 10-Year Old, and a Successful RIA 27.12.2022 16:54

Barbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Using Stories to Connect with Clients and Prospects 20.12.2022 48:10

Storytelling and story listening are both art and science. Master them and you’ll deepen your human connection and deliver greater value to your clients. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why This Top Advisor Is Bullish on Muni Bonds, Value Stocks, and Alts 13.12.2022 13:46

Holly Newman Kroft, managing director at Neuberger Berman, discusses where investors can find enticing opportunities. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices