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 18, 2023 • 26min
Michael Nathanson: What Advisors Can Learn From Charles Darwin
The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.
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Apr 4, 2023 • 47min
Kate Murphy: How to Truly Hear and Understand Your Clients
Learn how journalist Kate Murphy emphasizes the power of active listening to truly understand clients. Explore the importance of diverse viewpoints, engaging conversations, and avoiding conversational narcissism. Discover the impact of genuine connection, adapting to communication dynamics, and fostering meaningful relationships through deep listening.
Mar 21, 2023 • 23min
How to Build an Enduring Legacy and Secure Long-Lasting Wealth
Robert Balentine, chairman of his namesake firm, explains why advisors should focus on family relationships. Host: Greg Bartalos.
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Mar 7, 2023 • 22min
Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management
The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos.
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Feb 21, 2023 • 35min
Mal Makin’s Underrated—and Understated—Ways to Gain Clients
The founder of Professional Planning Group discusses the power of transparency and having a light touch. Host: Greg Bartalos.
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Feb 7, 2023 • 24min
‘Failure Is Not an Option.’ Lessons Learned From High Expectations
Wells Fargo advisor Nelrae Pasha Ali on how she overcame long odds as a Black woman to excel in sports and wealth management. Host: Greg Bartalos.
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Jan 24, 2023 • 19min
How to Keep Clients From Acting on Fear and Greed
Scott Tiras, president of Tiras Wealth Management, shares evergreen lessons. Host: Greg Bartalos .
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Jan 10, 2023 • 21min
CAIS’ Abby Salameh on Alts, Advisors, and ‘Leading With Learning’
“We're providing the education that advisors need to help them understand and feel more comfortable investing in alternatives,” says the CMO. Host: Greg Bartalos.
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Dec 27, 2022 • 17min
A Candy Bar, a 10-Year Old, and a Successful RIA
Barbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos.
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Dec 20, 2022 • 48min
Using Stories to Connect with Clients and Prospects
Storytelling and story listening are both art and science. Master them and you’ll deepen your human connection and deliver greater value to your clients. Host: Steve Sanduski.
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