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
Mar 8, 2022 • 25min
How to Attract Affluent Next-Gen Clients
"The vast majority of this demographic wants to feel more in control," says David Snider, founder and CEO of Harness Wealth. Host: Greg Bartalos.
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Mar 1, 2022 • 50min
Decoding the Information in Emotions to Unlock Performance
Performance coach Denise Shull says don't fight the feeling. Instead, your performance will soar when you effectively answer, "What am I feeling and why am I feeling it?" Host: Steve Sanduski.
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Feb 22, 2022 • 36min
How 2 Black Advisors Are Working to Change the 'Complexion of Wealth'
Dasarte Yarnway and Emlen Miles-Mattingly explain how they're helping underrepresented advisors. Host: Greg Bartalos.
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Feb 15, 2022 • 45min
Exposing Generational Myths
Many of today's popular ideas around generational differences are superficial stereotypes that miss the majority of what's actually happening among generations. Host: Steve Sanduski.
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Feb 8, 2022 • 27min
Financial Planning for Children With Special Needs
"This is a field that's going to give you a lot of emotional satisfaction when you know you've really helped a family," says Ken Van Leeuwen. Host: Greg Bartalos.
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Feb 1, 2022 • 45min
Building an Employee Value Proposition With Schwab's Benchmarking Data
Cash compensation is just one of many factors that you have to get right if you want to attract and retain the best talent in the industry. Host: Steve Sanduski.
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Jan 25, 2022 • 23min
Envestnet's Bill Crager on the Future of Financial Planning
Clients are "looking to get information at their fingertips whenever they want it." Host: Greg Bartalos.
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Jan 18, 2022 • 43min
Harnessing the Energy of Money
Dr. Maria Nemeth discusses how to develop a healthy and powerful relationship with money that ultimately leads to living a fulfilling life as a hero's journey. Host: Steve Sanduski.
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Jan 11, 2022 • 44min
Sports Memorabilia Offer 'Immense' Upside for Wealth Management Firms
Advisors can help themselves, their firms, and their clients, says Howard Epstein, a wealth management advisor and sports memorabilia expert. Host: Greg Bartalos.
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Jan 4, 2022 • 51min
15 Top Insights From 2021's Actionable Intelligence Podcast
Steve Sanduski shares key insights from Season 1 of The Way Forward: Actionable Intelligence podcast and how you can apply them to your practice. Learn more about your ad choices. Visit megaphone.fm/adchoices
