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
Sep 29, 2020 • 32min
The Three W's
The best method to make flexible work arrangements a success is defining "Who will do What by When," says leadership consultant Fran Skinner. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 22, 2020 • 30min
Living at Work
Aspiriant CEO Rob Francais explains how his firm avoids work-from-home burnout through new engagement strategies with colleagues and clients. Learn more about your ad choices. Visit megaphone.fm/adchoices
8 snips
Sep 15, 2020 • 27min
The Longevity Economy
MIT AgeLab's Joe Coughlin discusses how Covid accelerated changes in retirement planning. Topics cover demographics, technology, age-inclusive future, redefined retirement, supporting clients, and diversity in financial advising.
Sep 9, 2020 • 27min
Beyond the Screens
Balentine's Brittain Prigge says her firm has prioritized different ways of getting to know people.
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Sep 1, 2020 • 24min
Reset Client and Colleague Relationships
Katy Knox, president of Bank of America Private Bank, says this period is an opportunity to work differently.
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Aug 25, 2020 • 28min
Find Your Signal in the Digital Noise
RIA executive David Armstrong elaborates on how to ensure your firm's digital media efforts generate real value. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 18, 2020 • 29min
Why Self-Care is Job One
Clinical psychologist Melissa Milanak, who specializes in stress, anxiety and sleep disorders, offers ideas on prioritizing self-care.
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Aug 11, 2020 • 30min
Think About Your Digital Engagement
Bill Crager, CEO of Envestnet, discusses how the pandemic has fueled tech disruption of the advisory industry. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 4, 2020 • 27min
Convert Outsiders into Insiders
D.A. Abrams, managing director of the CFP Board's Center for Financial Planning, discusses how teams of the future will be more representative and what advisors can do now to promote diversity. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 29, 2020 • 26min
Clients Can Take Their Business Anywhere
Kimberlee Orth, Barron's top-ranked woman advisor, tells me that her business is about much more than asset allocation. Find out why she's wearing office clothes every day, what she says to every client, and why she's not worried about the election. Learn more about your ad choices. Visit megaphone.fm/adchoices
