Barron's Advisor

Bill Keen, Founder of Keen Wealth Advisors, and Matt Wilson, its President, discuss their firm’s rise to a billion-dollar RIA by leveraging a hyper-local niche strategy in the architecture and construction sectors. They dive into the importance of understanding unique employee needs for retirement planning, the shift from tax preparation to strategic planning, and the role of seamless advisor transitions. Additionally, they highlight how building a culture of generosity within the firm can foster community impact and job security for advisors.

The Barron’s-ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead. Host: Greg Bartalos. 

Alanna Morey, Managing Director at Ameriprise Financial Services and a pro at managing over $2 billion in assets, shares her insights on client engagement through social media. She discusses how financial advisors can leverage platforms like LinkedIn to connect authentically, even amidst compliance challenges. The conversation explores the importance of understanding client personas and mastering communication strategies, while also emphasizing the value of vulnerability and mentorship in professional growth. It's a must-listen for anyone in the advisory field!

Dennis Morton and Katie Brown discuss how a focus on excellence, client service, and embracing change can spark dynamic growth and reinvigorate your advisory practice. Host: Steve Sanduski, CFP.

In this engaging conversation with Jessica Douieb, Managing Director at J.P. Morgan Wealth Management, she reveals key insights into serving ultra high net worth clients. Douieb discusses the evolving expectations of affluent clients, emphasizing the need for creativity and active listening. She shares how leveraging professional networks can enhance client relationships across unique sectors like cybersecurity and elder care. Trust and adaptability are paramount in building lasting connections, as advisors prioritize comprehensive support over their own success.

The senior wealth strategy associate at UBS says “I've become very passionate about employee education and making that part of each and every relationship that I work with.”

How financial advisors can help clients break free from societal scripts and set goals that truly align with their values. Host: Steve Sanduski, CFP.

The Ameriprise private wealth advisor shares her top priorities when working with clients who fall on hard times and discusses the importance of instilling them with hope. Host: Greg Bartalos. 

Max Winthrop, CEO of Winthrop Wealth, shares his insights on embracing individuality in professional settings. He emphasizes the importance of quirkiness in fostering approachability and engagement with clients. The conversation delves into transitioning family businesses into structured firms, highlighting the challenges and opportunities in redefining roles. Winthrop also discusses leveraging technology, including AI, to enhance efficiency and streamline operations. Lastly, he addresses the talent shortage in financial advisory, stressing the need for mentorship to nurture future leaders.

Geri Eisenman Pell, co-founder and private wealth advisor at Rise Private Wealth Management, shares her journey after merging her firm. She discusses practical steps for succession planning, emphasizing the alignment of personal strengths and market demands. Pell highlights the importance of effective communication and trust during transitions, alongside the emotional challenges advisors face. She also advocates for empowering women in finance and the need for a supportive team structure, ensuring a successful legacy while navigating industry complexities.