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
Jul 14, 2020 • 25min
Lean into Your Business Now... Hard
Frank Marzano & Steve Raneri, GM Advisory Group, discuss why you should invest in your business now, take a hard look at gold, and protect clients from themselves. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 7, 2020 • 24min
Don't Compromise Your Family Life
Spuds Powell, Barron's top-rated RIA, shares his view on the market, when to turn away a client and the importance of keeping work/life balance. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 23, 2020 • 26min
The Big Get Bigger. The Strong Get Stronger.
Jim Hays, President of Wells Fargo Advisors, discusses the evolution of advisory teams, the impact of RegBI and how to tackle the industry's diversity challenge.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 16, 2020 • 28min
Don't Confuse Activity for Progress
Marty Bicknell, founder of $28b national RIA firm Mariner, discusses diversity, what he's telling clients and why his firm is onboarding new clients at a record pace.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 10, 2020 • 33min
The Industry's Diversity Challenge
TD Ameritrade's Kate Healy discusses the lack of diversity in financial services, how advisors can attract young talent and engage young clients. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 3, 2020 • 25min
When the Phone's the Heaviest...
Colleen O'Callaghan from JP Morgan Securities, whose team manages $2b in assets, thinks volatility is a learning opportunity for the next generation. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 26, 2020 • 28min
Be Agile, Innovative and Resilient
Beacon Pointe's Shannon Eusey and Matt Cooper discuss the M&A landscape, the value of face to face connection, and the fundamental change facing the industry. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 19, 2020 • 30min
Transparency and Alignment
Morgan Stanley's Lyon Polk and partner Deborah Montaperto talk about a Covid close call, lending for HNW clients, the municipal-bond selloff and recent rally. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 12, 2020 • 26min
How to Lose a Client in 9 Days
Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, on why the challenges from the coronavirus can only be solved by strengthening relationships. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 5, 2020 • 21min
Adversity Reveals True Character
Andy Saperstein, Head of Morgan Stanley Wealth Management discusses the value of advice and how the pandemic will change the industry for the better. Learn more about your ad choices. Visit megaphone.fm/adchoices
