
Barron's Advisor
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Latest episodes

4 snips
Nov 12, 2024 • 53min
Carley Dillon: How We Consistently Deliver Over 15% Organic Growth
Carly Dillon, Chief Experience Officer at Brighton Jones, shares her expertise on driving organic growth in the wealth management sector. She emphasizes individual accountability and metrics to consistently achieve over 15% growth. Dillon discusses the importance of aligning financial planning with clients' personal values and the firm's commitment to community impact. She also delves into structured career pathways for new advisors and effective compensation strategies to attract talent, all while fostering trust and nurturing client relationships.

Nov 5, 2024 • 49min
Keith Jacoby: How to Build and Lead a Large Wealth Management Firm
Keith Jacoby, CEO of Clarity Wealth, shares insights from his three-decade journey in financial services. He discusses transitioning from selling copiers to leading a billion-dollar firm, stressing the importance of a growth mindset and client relationships. Jacoby emphasizes efficiency through team dynamics and unique talent utilization. He also highlights how core values shape organizational culture and guides hiring decisions. Lastly, he offers strategies to navigate challenges and enhance productivity for financial advisors.

14 snips
Oct 29, 2024 • 37min
Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race
Pete Goss, a legendary sailor and author of "Close to the Wind," shares his remarkable insights on leadership forged through harrowing challenges at sea. He discusses the meticulous planning and trust in his team that helped him conquer the Vendee Globe and endure life-threatening storms. Goss emphasizes the importance of embracing calculated risks and adapting to chaos, revealing how teamwork and shared values can lead to personal growth and resilience. His tales inspire listeners to step out of their comfort zones and seize life's adventures.

Oct 22, 2024 • 26min
Jackie Insinger: Positive Psychology Is the Key to Motivate Employees
The author and executive coach discusses how financial advisors can harness the power of neuroscience and data-driven frameworks to help teams thrive. Host: Greg Bartalos.
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Oct 15, 2024 • 35min
Ramesh Srinivasan: The Power of Purpose-Driven Leadership
The McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP.
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Oct 8, 2024 • 36min
Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025
State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos.
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Oct 1, 2024 • 49min
Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year
Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP.
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Sep 24, 2024 • 28min
Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth
The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos. She also discusses the unsung power of annual client surveys and RFG Advisory’s initiatives to help women. Host: Greg Bartalos.
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Sep 17, 2024 • 43min
Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients
Chequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP.
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Sep 10, 2024 • 47min
Nelrae Pasha Ali: How to Teach Teens About Money and Investing
The managing principal at Array Private Investment Advisory Group of Wells Fargo Financial Network discusses deferred gratification, budgeting, and tapping into what motivates teens. Host: Greg Bartalos.
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