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
Mar 5, 2024 • 20min
Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity
The managing director and wealth manager at Cresset explains how advisors can help clients through a divorce, death, sale of a company, or other important transition. Host: Greg Bartalos .
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Feb 27, 2024 • 19min
Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It.
The founding partner and advisor at Summit Trail Advisors discusses what most advisors get wrong, prenuptial agreements, and the importance of full financial disclosure in a marriage. Host: Greg Bartalos.
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Feb 20, 2024 • 46min
Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership
Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.
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Feb 13, 2024 • 22min
Beverly Flaxington: The Art of Influence and Getting Results
The practice management consultant describes how financial advisors can effectively engage and motivate employees. Host: Greg Bartalos.
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Feb 6, 2024 • 19min
Kimberly Stewart: Improving Financial Literacy in the Black Community
The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos.
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Jan 23, 2024 • 28min
John Nersesian: 5% Cash Is Great. Don't Fall in Love With It.
Pimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos.
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Jan 9, 2024 • 27min
Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow
Next generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos.
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Jan 2, 2024 • 27min
Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions
Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP.
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Dec 26, 2023 • 10min
Jim Cahn: The 4 Pillars of Successful M&A
Wealth Enhancement Group's Chief Investment Officer shares four crucial pillars for successful M&A, exploring different types of buyers and a partnership model, reflecting on past experiences and giving actionable advice for success.
Dec 19, 2023 • 37min
Rian Hill: The Advisor’s Guide to Hosting High-End Wine Events
Learn how hosting high-end wine events can deepen client relationships and engage prospects. Explore the benefits of creating themes, selecting venues, and finding experts. Discover the impact of delivering hospitality and creating the ideal environment. Also, understand the importance of hosting client events and communities through wine.
