Barron's Advisor

Barron's Advisor
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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

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