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