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
Oct 31, 2023 • 18min
Angela Osborne: Effective Lead Generation Strategies for Advisors
The COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos.
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Oct 24, 2023 • 41min
Andrew Brzezinski: Separating AI Hype From Reality
There's been a lot of hype around AI since the release of ChatGPT. Fidelity's head of data strategy describes what’s real, what's not, and what financial advisors should be doing with it right now. Host: Steve Sanduski.
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Oct 17, 2023 • 27min
Kristie Edling-Day: How Advisors Can Harness the Power of Technology
Advisors adapted to portfolio management technology and robo-advisors. They also will they adapt to AI, says the LPL Financial exec. Host: Greg Bartalos.
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Oct 10, 2023 • 1h 7min
Saundra Davis: Using Money to Honor Your Values and Fuel Your Vision
An exploration of what money really means to people, what it represents, and how you can facilitate that discovery. Host: Steve Sanduski.
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Oct 3, 2023 • 26min
Amy Parvaneh: Creative Compensation Structures That Motivate Teams
The founder and CEO of Select Advisors Institute says practices should recognize, and cater to, what makes employees tick. Host: Greg Bartalos.
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19 snips
Sep 26, 2023 • 52min
Tom Morgan: What Is Your Curiosity Calling You to Do?
Tom Morgan, a director at St. Piant Capital, discusses the role of curiosity in the financial advisory profession and the importance of right hemisphere thinking. The podcast also explores the value of financial advisors in helping people live a better life, breaking free from societal pressures, the impact of AI on society, and the significance of following one's calling.
Sep 19, 2023 • 18min
Spuds Powell: How to Take a Mature Practice to the Next Level
The Barron’s-ranked managing director of Kayne Anderson Rudnick explains how advisors can keep clients happy while expanding their businesses. Host: Greg Bartalos.
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Sep 12, 2023 • 1h 1min
Ken Dychtwald: Navigating the Waves of Generational Change
The dynamics surrounding generational change, longevity, and an evolving society require a rethinking of what it means to be a financial advisor. Host: Steve Sanduski.
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Sep 5, 2023 • 24min
Michael Schaffer: How to Future-Proof Your Portfolio From AI, ChatGPT
The Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos.
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Aug 29, 2023 • 57min
Matt Crow: M&A Secrets, Revelations, and Ticking Time Bombs
Mercer Capital's CEO offers a candid insider's perspective on the RIA M&A playbook and what’s really driving deals. Host: Steve Sanduski.
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