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
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.
Dec 12, 2023 • 36min
Mary Ann Bartels: Bullish on Stocks, Bonds, Bitcoin in 2024
Sanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos.
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Dec 5, 2023 • 41min
Suzanne Peterson: How to Become an Effective and Admired Leader
Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski.
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Nov 28, 2023 • 15min
Neela Hummel: On Hiring Women and Advising Female Clients
The co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos.
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Nov 21, 2023 • 51min
Eric Becker: Cresset’s Bold 100-Year Vision
The co-founder and co-chairman explains how the multi-family office is blending tradition with modern financial dynamics. Host: Steve Sanduski.
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Nov 14, 2023 • 22min
Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences
Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.
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Nov 7, 2023 • 46min
Tobias Dengel: Voice Tech Will Profoundly Change How We Live and Work
As big as mobile a decade ago and the internet in the late '90s, voice is the next big thing in technology, says the president of WillowTree. Host: Steve Sanduski.
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