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
Jul 26, 2022 • 31min
How One RIA Created a Path for Next-Gen Talent to Become Partners
David Armstrong and Jessica Gibbs of Monument Wealth Management on how their firm helps employees advance and the power of “opinionated” content. Host: Greg Bartalos.
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Jul 19, 2022 • 48min
The Art and Science of a High-Performing Advisor Website
Andy Crestodina, Orbit Media co-founder, has built more than 1,000 websites. He lays out what it takes to design one that attracts and converts the right prospects. Host: Steve Sanduski.
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Jul 12, 2022 • 25min
Why Finding Young Workers Is Easy for This RIA
Sequoia Financial Group's Kevin Myeroff and Elizabeth Scheiderer discuss the success of their internship program. Host: Greg Bartalos.
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Jul 5, 2022 • 46min
How to Attract and Retain Top Talent in a Tight Market
One reason why the big advisory firms keep getting bigger is they do a better job of creating a culture that attracts and retains top talent. Gartner's Brian Kropp shows how. Host: Steve Sanduski.
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Jun 28, 2022 • 24min
How to Earn Guaranteed Income in a Time of Heightened Volatility
David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider commission-free annuities. Host: Greg Bartalos.
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Jun 21, 2022 • 54min
Clinical Psychologist Shares the Science Behind Behavior Change
Dr. Joy Lere discusses how the mind works, how our beliefs are formed, and the tools and techniques we can use to guide positive behavior change for our clients. Host: Steve Sanduski.
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Jun 14, 2022 • 49min
Chris Davis Picks Stocks, Praises Buffett, Rips Politicians
The chairman and portfolio manager of Davis Advisors on the importance of long-term investing and buying "durable, growing businesses at value prices." Host: Greg Bartalos.
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Jun 7, 2022 • 52min
Former Yum! Brands CEO on Leadership, Talent, and Self-Coaching
David Novak distills decades of success into practical "dynasty drivers" that led to double-digit growth for 13 consecutive years. Host: Steve Sanduski.
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May 31, 2022 • 29min
Shirl Penney on the 10 Things Elite Advisory Teams Do Best
Dynasty Financial Partners' CEO on the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos.
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May 24, 2022 • 58min
Don't 'Follow Your Bliss.' Instead, Find Love in Your Work.
Love, the most powerful of human emotions, has been systematically drained from our lives - our work, teams, and classrooms. Marcus Buckingham says it's time we brought love back in. Host: Steve Sanduski.
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