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
Apr 28, 2020 • 40min
Content is the Future
Josh Brown, CEO of Ritholtz Wealth Management, discusses portfolio construction, his anxiety around managing a team, and how he got a million Twitter followers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 20, 2020 • 26min
We're Stronger Together
Louise Gunderson whose UBS team manages about $1 billion for high-net-worth clients, talks about rethinking client portfolios.
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Apr 13, 2020 • 29min
There's More Pain to Come
Lori Van Dusen, Founder and CEO of LVW Advisors, a registered investment advisory firm, discusses why she thinks stocks may retest the lows. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 6, 2020 • 29min
Stay Strong, Stay Safe, and Stay Bullish
Andy Sieg, president of Merrill Lynch Wealth Management, on how his firm is navigating the challenges and current market volatility presented by COVID-19. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 31, 2020 • 22min
Clients Pay Me to Be a Realist
Ron Carson, Barron's Hall of Fame Advisor and founder of Carson Group, on how he is managing client expectations and how the Coronavirus will reward quality advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices
