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 23, 2024 • 41min
Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA
Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.
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Jul 16, 2024 • 45min
Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture
At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.
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6 snips
Jul 9, 2024 • 39min
Leslie Zane: The New Rules of Persuasion for Financial Advisors
Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.
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Jul 2, 2024 • 18min
Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.
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Jun 25, 2024 • 47min
'Resistance Money’: Decoding Bitcoin’s True Value Proposition
The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.
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Jun 18, 2024 • 14min
Joe McQuaid: How to Build the Best Tech Stack for Your RIA
Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.
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Jun 11, 2024 • 37min
Rick Kent: How I Scaled My RIA Into a $10 Billion Firm
Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.
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Jun 4, 2024 • 36min
Cozy Wittman: Mastering the Brutal College Planning Process
Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.
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May 28, 2024 • 40min
Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed
Tony Parr and Jeff Price discuss strategies for empowering financial advisor teams by focusing on career planning, transparent compensation structures, and incentivizing team roles. They emphasize the importance of industry benchmarks, inclusive workplace culture, and fostering financial transparency for team well-being and success.
May 21, 2024 • 38min
Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’
Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.
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