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
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 and discusses 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 what motivates teens. Host: Greg Bartalos.
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Sep 3, 2024 • 42min
Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM
SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.
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Aug 27, 2024 • 27min
Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients
The Morgan Stanley director discusses how connections and community in the workplace can help advisors anticipate and meet client expectations. Host: Greg Bartalos.
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Aug 20, 2024 • 40min
Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms
Cresset’s president explains how strong leadership, a client-centric culture, and integrated technology can drive massive growth. Host: Steve Sanduski, CFP.
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Aug 13, 2024 • 24min
Michael Schaffer: Long-Term Investing in a Short-Term World
The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament. Host: Greg Bartalos.
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Aug 6, 2024 • 42min
Matt Cooper: Driving Growth With M&A and Private Equity
How Beacon Pointe leveraged private equity to strike 19 deals in 21 months and kickstarted billions in organic and inorganic growth. Host: Steve Sanduski, CFP.
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Jul 30, 2024 • 26min
Nayan Ranchhod: How Couples Are Thinking About Money and Retirement
The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.
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