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
May 17, 2022 • 18min
Charles Zhang on Efficiency, Community, and Caring for Animals
"We donate roughly 20% of our profit every year to our community and other places," says the founder and president of Zhang Financial. Host: Greg Bartalos.
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May 10, 2022 • 49min
There Is No Such Thing as 'Apolitical' Leadership Anymore
Eric Pliner, who counsels top CEOs on how to make difficult decisions, says that you won't please everyone but there is a framework to help you make informed, effective decisions. Host: Steve Sanduski.
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May 3, 2022 • 41min
Multigenerational Planning and 'The Most Important Thing to Parents'
Mariner Wealth Advisors' Valerie Newell describes how advisors should work with multigenerational families. Host: Greg Bartalos.
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Apr 26, 2022 • 51min
How a Founder Can Step Down as CEO Yet Remain Pivotal in a New Role
Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, gave up the reins, and is focusing on other company initiatives. Host: Steve Sanduski.
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Apr 19, 2022 • 23min
Brian Hamburger on RIA's Biggest M&A Mistakes
"Deals win or lose based upon their structure," says the president and CEO of MarketCounsel. Host: Greg Bartalos.
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Apr 12, 2022 • 49min
How Scott Hanson Grew Allworth Financial From $10M Into a $15B RIA
Hanson describes his evolution as a leader and the steps he took to ensure success. Host: Steve Sanduski.
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Apr 5, 2022 • 48min
Jim Stack Warns About the Fed, Tech Stocks, and Real Estate
"It's conceivable that the blue chip indexes could drop 35 to 40%," says the founder of Stack Financial Management. Host: Greg Bartalos.
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Mar 29, 2022 • 51min
Making Your Mark as CEO in Your First 100 Days
After just three years at Abacus Wealth Partners, Mary Beth Storjohann was promoted into the co-CEO role of this $4 billion RIA. Here's the story of how she hit the ground running. Host: Steve Sanduski.
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Mar 22, 2022 • 31min
Patrick O'Shaughnessy on Custom Indexing and the Portfolio of You
The founder of Canvas on the evolution of the index fund to direct indexing and now custom indexing. Host: Greg Bartalos.
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Mar 15, 2022 • 51min
The Mindsets That Define CEO Excellence
McKinsey & Company Senior Partners Scott Keller and Vik Malhotra discuss the six responsibilities of the CEO role and the associated mindsets that distinguish the best leaders from the rest. Host: Steve Sanduski.
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