Barron's Advisor
Barron's Advisor
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Episodes
Mentioned books
Jun 11, 2024 • 37min
Rick Kent: How I Scaled My RIA Into a $10 Billion Firm
Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 4, 2024 • 36min
Cozy Wittman: Mastering the Brutal College Planning Process
Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
19 snips
May 28, 2024 • 40min
Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed
Tony Parr and Jeff Price discuss strategies for empowering financial advisor teams by focusing on career planning, transparent compensation structures, and incentivizing team roles. They emphasize the importance of industry benchmarks, inclusive workplace culture, and fostering financial transparency for team well-being and success.
May 21, 2024 • 38min
Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’
Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 14, 2024 • 19min
Jeff Brown: How to Successfully Transition From Advisor to CEO
The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 7, 2024 • 35min
Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth
How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 30, 2024 • 32min
Jon Foster: Multigenerational Planning and the Psychology of Wealth
The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep families from splintering over money. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 23, 2024 • 36min
Andy Schell: Leadership Lessons From the High Seas
The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 16, 2024 • 23min
Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent
RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 9, 2024 • 31min
Rick Buoncore: M&A Strategy and the Importance of Culture in Deals
The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
