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 4, 2022 • 30min
What It Takes to Run a Successful Multigenerational Team
Scott Wilson and Crystal Ho of the Atlas Group on the importance of hiring employees who share chemistry, dedication, and a desire to learn. Host: Greg Bartalos.
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Sep 27, 2022 • 46min
Making the Shift From Entrepreneur to Leader
Your company’s success rises or falls based on your leadership ability. Here’s the playbook for leading in a post-pandemic world with Antonia Hock. Host: Steve Sanduski.
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Sep 20, 2022 • 22min
Succession Planning, Next-Gen Talent, and What the Best Leaders Do
More advisors are getting serious about the future, says Ray Sclafani, the CEO and founder of ClientWise. Host: Greg Bartalos.
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Sep 13, 2022 • 54min
4 Simple Tools to Help Your Clients Achieve Their Goals
Social psychologist and scientist Dr. Emily Balcetis explains how to use vision and brain science to overcome challenges and achieve our most important goals. Host: Steve Sanduski.
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Sep 6, 2022 • 26min
How Advisors Can Manage Their Social-Media Presence Like Pros
Jeff Bradanini, financial advisor and director of marketing for Beirne Wealth Consulting, on how advisors can use social media and digital marketing to gain clients. Host: Greg Bartalos.
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Aug 30, 2022 • 53min
The Complete Guide to Advisor Podcasting
Podcasting makes you a better advisor. It deepens your client relationships. You’ll meet new people and make intriguing connections. And it helps with client prospecting and recruiting new team members. Host: Steve Sanduski.
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Aug 23, 2022 • 31min
Video Killed the Radio Star but Can Give New Life to Advisor Practices
Advisors must leverage technology or risk falling behind, says Mike Byrnes, founder and president of Byrnes Consulting. Host: Greg Bartalos.
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Aug 16, 2022 • 47min
The Business Case for Cultivating Empathy
Far from “soft,” empathy is an important business skill that fuels great businesses and brands, increases retention, drives profits, and supports employees’ wellbeing. Host: Steve Sanduski.
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Aug 9, 2022 • 25min
What It Takes to Be a Great COO
Allison Felix, who rose from executive assistant to chief operating officer at Cassaday & Co., on what it takes to succeed. Host: Greg Bartalos.
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Aug 2, 2022 • 53min
Salesforce's Tiffani Bova on the 5 Keys to Driving Faster Growth
Employee experience drives customer experience and that leads to faster sales growth. Bova shares the core elements of employee experience you should focus on to drive that growth. Host: Steve Sanduski.
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