Barron's Advisor

Dane Burkholder, managing partner at Roseville Wealth Management, shares invaluable insights from his experience overseeing a team managing over $2 billion in assets. He highlights three crucial skills for advisors: effective communication, relationship building, and urgent execution. Burkholder also delves into the emerging market of collegiate athletes and the importance of financial education related to their name, image, and likeness rights. He emphasizes the need for innovative training programs for new advisors, combining hands-on experience with compassionate client support.

Samantha Russell, Chief Evangelist at FMG Suite, revolutionizes financial advisor marketing with her expert insights. She delves into the crucial shift towards Answer Engine Optimization, inviting advisors to rethink content for AI tools. The discussion spotlights the importance of a strong website and diverse marketing channels for lead generation. Russell emphasizes personal storytelling and client engagement strategies while addressing the evolution of referral marketing, particularly targeting women as key decision-makers in wealth management.

Michael Schaffer, Sr., the President of Schaffer Private Wealth Group of Wells Fargo, shares insights on maintaining investment stability during unpredictable markets. He emphasizes the necessity of a solid investment plan, particularly through methodical goal-setting. The discussion delves into emotional resilience in investing, advocating for disciplined, data-driven strategies. Schaffer also highlights the importance of focusing on business fundamentals over market noise and cultivating a steady investment temperament to thrive in volatility.

“Having next-gen advisors and listening to their perspectives and understanding how they would approach members of their generation is a key place to start,” says the president of Wealthspire Advisors.

Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP.

“We talk a lot in the workplace about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos. 

James Taylor, founding member of The Taylor Group at Morgan Stanley, manages a massive team and over $3.5 billion in assets. He shares how processes fuel productivity, allowing his team to achieve in days what takes others weeks. The discussion covers strategies for personalized client engagement, emphasizing trust and communication. Taylor also highlights the importance of a cohesive client service team and continuous learning, stressing that generosity can significantly impact one’s professional journey.

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!