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
Dec 13, 2022 • 14min
Why This Top Advisor Is Bullish on Muni Bonds, Value Stocks, and Alts
Holly Newman Kroft, managing director at Neuberger Berman, discusses where investors can find enticing opportunities. Host: Greg Bartalos.
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Dec 6, 2022 • 48min
Investing to Create a World You Would Like to Retire In
New investment vehicles make it possible to attain market-like returns while not compromising your values. Host: Steve Sanduski.
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Nov 29, 2022 • 15min
Teaming Is the Future. How One Advisory Firm Built a Dream Team.
Barron’s Hall of Fame advisor Kimberlee Orth describes how to get the most out of your team. Host: Greg Bartalos.
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Nov 22, 2022 • 55min
Transforming Your Relationship With Money
Rather than constantly striving for more, we can transform our relationship with money by deepening our experience with what we already have, says author Lynne Twist. Host: Steve Sanduski.
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Nov 15, 2022 • 34min
Goldman Sachs’ Joe Duran on Fixing America’s Retirement Savings Crisis
“The answers are not going to come from investing,” says the head of Goldman Sachs Personal Financial Management. Host: Greg Bartalos.
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Nov 8, 2022 • 48min
The Power of Client Communities
Yes, we’re in a relationship business. And what better way to create a sense of trust, connection, and belonging than through building client communities. Host: Steve Sanduski.
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Nov 1, 2022 • 46min
Jim Stack Stays Bearish But Spies Opportunity
Uncannily accurate with recent stock market calls, the Stack Financial Management founder offers a bittersweet forecast. Host: Greg Bartalos.
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Oct 25, 2022 • 39min
Helping Women Face Their Financial Fears
Our relationship to money is complicated, especially for women who have an added cultural history layered on top. Sarah Carlson untangles this challenge. Host: Steve Sanduski.
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Oct 18, 2022 • 32min
Are Stocks Facing a Lost Decade?
Risk management expert Rick Bookstaber makes the case against complacency. Host: Greg Bartalos.
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Oct 11, 2022 • 48min
When Women Lead, What Happens?
The women who have been disrupting industries often share key commonalities that make them uniquely equipped to lead, grow businesses, and navigate crises. Here’s their story. Host: Steve Sanduski.
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