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
May 14, 2024 • 19min
Jeff Brown: How to Successfully Transition From Advisor to CEO
The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos.
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May 7, 2024 • 35min
Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth
How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.
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Apr 30, 2024 • 32min
Jon Foster: Multigenerational Planning and the Psychology of Wealth
The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep families from splintering over money. Host: Greg Bartalos.
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Apr 23, 2024 • 36min
Andy Schell: Leadership Lessons From the High Seas
The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.
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Apr 16, 2024 • 23min
Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent
RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos.
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Apr 9, 2024 • 31min
Rick Buoncore: M&A Strategy and the Importance of Culture in Deals
The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.
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Apr 2, 2024 • 31min
Vinay Nair: Using AI to Personalize Wealth Management at Scale
Vinay Nair, a serial entrepreneur and founder of Tiffin, discusses how AI is transforming wealth management by bridging high-touch service with scalable solutions. He emphasizes the necessity of continuous learning for advisors to keep pace with technological advancements. Nair highlights the innovative use of AI tools, like predictive modeling, to enhance client interactions while balancing technology with personal advice. He also addresses the challenges of integrating AI into existing practices and the importance of collaboration for sustainable growth.
Mar 26, 2024 • 24min
Kay Lynn Mayhue: How to Create a Culture of Personal Development
Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.
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Mar 19, 2024 • 23min
Ron Carson: Lessons in Leadership for Financial Advisors
The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos.
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Mar 12, 2024 • 30min
Chloe Moore and Tracy Hutton: Talent Pipeline Secrets
How to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski.
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