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
Aug 3, 2021 • 30min
Morgan Stanley's Audrey Choi: Focus on this macro trend
Some of the firm's fastest-growing teams and products are emphasizing ESG investing, she says. Host: Ross Snel.
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Jul 27, 2021 • 54min
The Customer Isn't Always Right
"One of the key elements in a trusted advisor relationship is the willingness to challenge the client," management consultant John Hagel says. Host: Steve Sanduski.
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Jul 20, 2021 • 30min
Engine No. 1 Emphasizes Investor Values
There's new attention on the power of shareholder voting, says the firm's ETF lead, Yasmin Dahya Bilger. Host: Greg Bartalos.
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Jul 13, 2021 • 34min
Beyond Stubborn: Strategies for Changing Closed Minds
Ask questions, be patient, and embrace incrementalism, says Wharton School Professor Jonah Berger. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 6, 2021 • 31min
Key Financial's Patti Brennan on Emphasizing 'Skin in the Game'
The top-ranked advisor says enabling all of her team to share in her firm's success has powered results. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 29, 2021 • 47min
Morningstar's Sarah Newcomb on Helping Clients Break Bad Money Habits
One key is listening to the stories clients tell about money and determining whether they see themselves as personally in control of their finances, says Sarah Newcomb, Morningstar's behavioral economist. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 22, 2021 • 34min
Wells Fargo's Heather Hunt-Ruddy on Making Good Advisors Great
The best athletes in the world have coaches, and the top advisors should as well, says Wells' head of wealth management business development. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 15, 2021 • 43min
What Second City Improv Can Teach Advisors
Emphasizing the cohesive role of each member of an advisory team should enhance meetings with clients, Kelly Leonard says. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 8, 2021 • 31min
UBS Advisor Adam Epstein on Unexpected ESG Investments
A private market real estate deal-plans to convert a New York City apartment tower to a homeless shelter-appealed to clients because the results could be seen locally and also offered outsized yield.
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Jun 1, 2021 • 51min
What's Former LPL Chief Mark Casady Up To Now? Breaking Fintech Apart.
Old concepts must be disrupted to create "new solutions in the marketplace," says Mark Casady, who's now running a venture capital firm. Learn more about your ad choices. Visit megaphone.fm/adchoices
