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
Apr 2, 2024 • 31min
Vinay Nair: Using AI to Personalize Wealth Management at Scale
Vinay Nair, a serial entrepreneur and founder of Tiffin, discusses how AI is transforming wealth management by bridging high-touch service with scalable solutions. He emphasizes the necessity of continuous learning for advisors to keep pace with technological advancements. Nair highlights the innovative use of AI tools, like predictive modeling, to enhance client interactions while balancing technology with personal advice. He also addresses the challenges of integrating AI into existing practices and the importance of collaboration for sustainable growth.
Mar 26, 2024 • 24min
Kay Lynn Mayhue: How to Create a Culture of Personal Development
Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.
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Mar 19, 2024 • 23min
Ron Carson: Lessons in Leadership for Financial Advisors
The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos.
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Mar 12, 2024 • 30min
Chloe Moore and Tracy Hutton: Talent Pipeline Secrets
How to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski.
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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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