

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 16, 2021 • 50min
Being like Bezos
Best practices learned while working with Amazon's CEO can be adopted at many firms, says former Amazon executive Bill Carr. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 9, 2021 • 38min
The Customer Service Dimension
Unlike investment returns or interest rates, advisors can fully control the quality of service they provide to clients, says Cassaday & Co. CEO Stephan Cassaday. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 2, 2021 • 37min
The Power of Stories
"It's very tough to get through just with information," says journalist and author Trish Hall. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 23, 2021 • 32min
Love at First Sight? No, but ...
UBS advisors Rachel Gottlieb and Will Rose weren't interested initially in becoming business partners, but then recruited a new client together. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 16, 2021 • 56min
Invest in the Mind
Developing better skills centered on awareness and concentration can lead to high performance, psychologist Michael Gervais says. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 9, 2021 • 32min
The Experience Factor
Prospects like professional athletes should be wary of advisory firms with short track records, says Rockefeller Capital Management's Michael Bapis. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 2, 2021 • 45min
Tell Me a Story
Advisors who are successful at recruiting have a strong sense of how to talk about themselves, author Annette Simmons says. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 27, 2021 • 31min
It's All About Growth
"Every meeting that we go to, it's the same type of narrative," says Ben Harrison, the head of Pershing's RIA custody business. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 19, 2021 • 45min
Examining Modern Monetary Theory
Author Stephanie Kelton says the nation should reject "myths" about government deficits and spend even more aggressively to bolster the economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 12, 2021 • 35min
Advisory Firms: An Existential Challenge
Goldman Sachs financial planning executives Joe Duran and Larry Restieri discuss whether sustaining an advisory practice by growing independently is realistic. Learn more about your ad choices. Visit megaphone.fm/adchoices


