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 12, 2021 • 24min
How Organic Growth Is Powering a Pioneering RIA
"You've got to figure out how to grow organically. We've done it largely by overwhelming our clients with service," says Homrich Berg cofounder Andy Berg. Host: Greg Bartalos.
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Oct 5, 2021 • 44min
How to Maximize Your Firm's Long-Term Value
Allen Darby, CEO of Alaris Acquisitions, on M&A and how to analyze your profit and loss statement to uncover ways to enhance your firm's worth. Host: Steve Sanduski.
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Sep 28, 2021 • 28min
Clients Are 'Exhausted' and Want to Retire Early. Advisors Can Help.
People are recognizing that "life is not forever and they want to bring more purpose and intentionality to it," says Julie Kelly, a financial advisor with Edward Jones. Host: Greg Bartalos.
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Sep 21, 2021 • 1h 1min
Legendary Coach's Leadership Lessons Apply to Advisors, Too
Valorie Kondos Field, who never was an athlete, led the UCLA Bruins gymnastics team to seven national titles. "A coach's job isn't to dictate change in someone. It's to motivate them to want to make consistent change." Host: Steve Sanduski.
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Sep 14, 2021 • 27min
Going the Extra Mile for Wealthy Clients
Sometimes high-touch service means helping clients buy a Kentucky Derby-caliber racehorse, says GenTrust co-founder George Perez. Host: Ross Snel.
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Sep 7, 2021 • 53min
What Advisors Can Learn From a Decorated US Navy SEAL Veteran
Building trust happens over time yet "it doesn't take a lot to destroy that trust," says David Sears who retired from the Navy after serving for 20 years. Host: Steve Sanduski.
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Aug 31, 2021 • 34min
Today's Art Market, Next-Gen Collectors, and NFTs
"All of wealth management and banking is trying to wrap their head around" the ecosystem of NFTs and digital art, says Evan Beard of Bank of America Private Bank. Host: Greg Bartalos.
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Aug 24, 2021 • 45min
Demetri Kofinas on 'Financial Nihilism'
"People have increasingly lost faith in the models, frameworks, and moral codes that they grew up with," says the host of a popular podcast. Host: Steve Sanduski.
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Aug 17, 2021 • 40min
YOLO as Policy and Why EQ Is More Important Than IQ
Brighton Jones CEO Jon Jones, who visited 35 countries with his family over a year, insists his employees achieve balance in their lives. Host: Greg Bartalos.
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Aug 10, 2021 • 42min
The Relentless Rise of Intangible Assets
"Assets that you can't touch or feel are been becoming more and more important," says Stian Westlake, coauthor of Capitalism Without Capital. Host: Steve Sanduski.
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