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 21, 2021 • 36min
Michael Kitces on Fees, M&A, and the RIA Model's 'Compounding Growth'
The co-founder of the XY Planning Network says the growth trend for registered investment advisor firms is "almost inevitable." Hosts: Jack Otter and Ray Sclafani.
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Dec 14, 2021 • 48min
Ric Edelman Talks Bitcoin, Digital Assets and Wealth Management
Historically, advisors were routinely asked "why are you recommending Bitcoin?" says the founder of the Digital Assets Council of Financial Professionals. "The question is now becoming, why aren't you?" Host: Jack Otter.
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Dec 7, 2021 • 41min
Practical Ways to Build a More Diverse and Inclusive Organization
Rohit Bhargava, founder of the Non-Obvious Company and Ideapress Publishing, also discusses how to host and participate in events that exemplify diversity and inclusion. Host: Steve Sanduski.
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Nov 30, 2021 • 27min
Why Advisors Keep Screwing Up Their Marketing and How to Get it Right
"You have to figure out who you are, who you are meant to serve, why you want to serve them and everything else will flow out of that," says Patrick Brewer, president and CMO of WealthSource. Host: Greg Bartalos.
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Nov 23, 2021 • 23min
Strategies for Turning Difficult Clients Into Favorites
"If I've got a client with very low emotional intelligence, this is going to make my job as an advisor much more challenging," says Beverly Flaxington, cofounder of The Collaborative. Host: Greg Bartalos.
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Nov 16, 2021 • 44min
The Art and Science of Cultivating Influence
Influence is a byproduct of who we are connected to, how much our connections trust us, and the sense of community that we share, according to author and behaviorist Jon Levy. Host: Steve Sanduski.
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Nov 9, 2021 • 26min
Advisors Keep Missing Client Cues. How More Self Awareness Can Help.
"Advisors are in a way in a therapeutic sort of relationship that requires staying with curiosity longer than maybe they'd like to," says author and management consultant Beverly Flaxington. Host: Greg Bartalos.
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Nov 2, 2021 • 46min
Using Pressure to Your Advantage
Dane Jensen, CEO of Third Factor, says pressure, when understood correctly, can be a catalyst for peak performance. He details how to turn pressure into your ally using the "Pressure Equation." Host: Steve Sanduski.
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Oct 26, 2021 • 31min
Spuds Powell on Fear, Confirmation Bias and the Modern Media
Kayne Anderson Rudnick's managing director discusses alts and the firm's defensive market posture. Host: Greg Bartalos.
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Oct 19, 2021 • 46min
Victoria Song: A Meta-Framework to 'Bending Reality'
Only by facing fear head-on is it possible to quiet your "impending doom generator" and realize your full potential, says Victoria Song, author and leadership advisor to successful founders and CEOs. Host: Steve Sanduski.
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