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 25, 2021 • 32min
Faster Pace of Consolidation
Many small advisory firms will fare well, but Kestra Financial CEO James Poer says those resistant to affiliation or acquisition will struggle. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 18, 2021 • 38min
Facts Versus Emotions
An effective financial advisor needs to be a good psychotherapist, says NPR social science correspondent Shankar Vedantam. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 11, 2021 • 44min
Strategies for Winning, and Losing
Perseverance helps improve the odds of success and makes setbacks easier to handle, says financial advisor and former Olympian Lauryn Williams. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 4, 2021 • 32min
Inheritance is About a Lot More Than Money
Families often achieve better outcomes by shifting the focus away from dollars, says Matt Wesley of Merrill Lynch's Center for Family Wealth, Dynamics and Governance. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 27, 2021 • 44min
Bitcoin's Value as an Asset Class
Cryptocurrencies are worthy alternatives to investments like bonds and gold, as well as real estate and art, says Bitcoin entrepreneur Dan Held. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 20, 2021 • 34min
The Growing Potential of Cannabis
As industrial use grows, medicinal use expands, and laws are changed, the investment potential for cannabis merits serious attention, says Arcview Group CEO Kim Kovacs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 13, 2021 • 48min
Before You Make That Presentation
When you're speaking to an audience, "It's not about what you want to say. It's about what they need," says communications expert Matt Abrahams. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 6, 2021 • 36min
Prepping Portfolios for Inflation
Chris Cordaro of RegentAtlantic identifies the choices he's recommending to clients amid growing momentum in the economy.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 31, 2021 • 40min
Don't Be a Problem Solver
More is accomplished by focusing on outcomes rather than simply vanquishing problems, says organizational and management consultant Robert Fritz. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 23, 2021 • 35min
No CEO? No problem.
Decisions might come more slowly, but consensus building creates a stronger company, says Jack Petersen of Summit Trail Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices
