Barron's Advisor

Nikolee Turner, the Head of Business Consulting at Schwab Advisor Services, shares her expertise in M&A strategies tailored for financial advisors. She breaks down a three-phase framework that emphasizes cultural alignment and proactive engagement. Turner discusses the critical need for thorough preparation and clear communication before acquisitions. She also addresses integration challenges, capturing synergies, and avoiding buyer's remorse. Finally, she offers insights into the future of the advisory sector and the impact of technological advancements on M&A.

Dennis Moseley-Williams, founder of DMW Strategic Consulting, dives into the transformative power of big ideas in financial services. He emphasizes how advisors can cultivate loyalty by creating a strong sense of belonging among clients. The discussion reveals how modern value comes from experiences rather than commodities, advocating for a shift towards impactful client relationships. By focusing on niche markets and fostering personal connections, advisors can nurture deeper bonds, ultimately enhancing their practice.

Melinda Bremley, a partner at Chapman & Co. Leadership Institute specializing in leadership assessment, shares her insights on identifying and nurturing effective leaders. She emphasizes the importance of emotional intelligence (EQ) in career progression and discusses innovative hiring methods that go beyond traditional interviews. Bremley also explores the balance of cultural fit in hiring, the significance of clear performance management systems, and emphasizes self-reflection as a tool for overcoming leadership blind spots.

Maria Quinn, a Senior Advice Strategist at Vanguard's Investment Advisory Research Center, shares her insights on navigating the $84 trillion wealth transfer. She emphasizes the need for financial advisors to adapt their strategies to attract next-gen clients, especially women. The discussion highlights the profound impact of empathy and authentic communication in building trust during market volatility. Quinn also explores how technology can enhance connections with younger generations, making financial discussions more relevant and engaging as demographics shift.

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.

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.

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.

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

The McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices