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
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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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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