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
Jan 5, 2021 • 36min
Affording the Extra Years
Longevity expert Andrew Scott says financial advisors should focus on helping clients invest in their future selves. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 16, 2020 • 50min
Becoming an Elite Performer
In our new podcast series, coaching expert Tim Kight explains how average performers can become elite performers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 1, 2020 • 31min
Telewealth Reshapes Advisor Priorities
Advisors will benefit by offering "more meaningful remote-first experiences," Fidelity Institutional's Mike Durbin says. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 17, 2020 • 30min
The Branch of the Future
Raymond James is considering how to remake its office space, particularly for a post-Covid world, Raymond James & Associates President and CEO Tash Elwyn says. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 11, 2020 • 27min
You Can Make Me Poor
Drew Freides of UBS tells Sterling Shea how he's maximizing growth in his ultra high-net-worth practice during the pandemic, and what will change once it's behind us.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 3, 2020 • 36min
Bridging the Political Divide
In an acrid political climate, it's vital to keep clients' family ties from fraying, say Michael Tiedemann and Jill Shipley of Tiedemann Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 28, 2020 • 31min
Emotionally Overwhelmed
Sterling Shea interviews Tim Gerend and Aditi Javeri Gokhale, from Northwestern Mutual, on their response to the pandemic, hiring, reinvesting in technology and helping advisors improve their practices in order to serve an increasingly anxious public. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 20, 2020 • 25min
Evolution, Beyond Technology
The pandemic has accelerated many changes, but some of the most vital go beyond technology, says Colony Group Chairman Michael Nathanson. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 14, 2020 • 23min
Gay Money, Straight Advice
Jennifer Hatch, President of Christopher Street Financial, discusses how she's handling client relations, volatility and onboarding clients.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 6, 2020 • 27min
X-ray Your Practice
With the routines and expectations of advisors everywhere upended, Merrill Private Wealth Advisor Peter Rohr says it's an unparalleled time to review your business inside and out. Learn more about your ad choices. Visit megaphone.fm/adchoices
