Podcast App
By Barron's Advisor
The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.
LAST EPISODE
Barry Ritholtz: How Advisor...
05.16.2023
Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos.
The high altitude adventurer shares his hard-earned lessons from a life climbing the world’s highest mountains and how they apply at sea level. Host: Steve Sanduski.
The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.
When was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Listening well is powerful, yet in short supply. Host: Steve Sanduski.
Robert Balentine, chairman of his namesake firm, explains why it's crucial that advisors focus on conversations about family relationships. Host: Greg Bartalos.
The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos.
The founder of Professional Planning Group and master storyteller discusses the power of transparency and having a light touch. Host: Greg Bartalos.
Wells Fargo advisor Nelrae Pasha Ali explains how she overcame long odds to excel in sports and wealth management as a Black woman. Host: Greg Bartalos.
Scott Tiras, president of Houston-based Tiras Wealth Management, shares evergreen lessons in an interview recorded late last year. Host: Greg Bartalos.
“We're providing the education that advisors need to help them understand and feel more comfortable investing in alternatives,” says CAIS’ chief marketing officer. Host: Greg Bartalos.
Barbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos.
Storytelling and story listening are both art and science. Master them and you’ll deepen your human connection and deliver greater value to your clients. Host: Steve Sanduski.
Holly Newman Kroft, managing director at Neuberger Berman, discusses where investors can find enticing opportunities. Host: Greg Bartalos.
New investment vehicles make it possible to attain market-like returns while not compromising your values. Host: Steve Sanduski.
Barron’s Hall of Fame advisor Kimberlee Orth describes how to get the most out of your team. Host: Greg Bartalos.
Rather than constantly striving for more, we can transform our relationship with money by deepening our experience with what we already have, says author Lynne Twist. Host: Steve Sanduski.
“The answers are not going to come from investing,” says the head of Goldman Sachs Personal Financial Management. “They're going to come from financial planning.” Host: Greg Bartalos.
Yes, we’re in a relationship business. And what better way to create a sense of trust, connection, and belonging than through building client communities. Host: Steve Sanduski.
Uncannily accurate with his recent stock market calls, the founder of Stack Financial Management offers a bittersweet forecast. Host: Greg Bartalos.
Our relationship to money is complicated, especially for women who have an added cultural history layered on top. Sarah Carlson untangles this challenge. Host: Steve Sanduski.
Risk management expert Rick Bookstaber makes the case against complacency. Host: Greg Bartalos.
The women who have been disrupting industries often share key commonalities that make them uniquely equipped to lead, grow businesses, and navigate crises. Here’s their story. Host: Steve Sanduski.
Scott Wilson and Crystal Ho of the Atlas Group discuss the importance of hiring employees who match well in terms of chemistry, dedication, and a willingness to learn. Host: Greg Bartalos.
Your company’s success rises or falls based on your leadership ability. Here’s the playbook for leading in a post-pandemic world with Antonia Hock. Host: Steve Sanduski.
More advisors are getting serious about the future, says Ray Sclafani, the CEO and founder of ClientWise, a coaching and training company. Host: Greg Bartalos.
Social psychologist and scientist Dr. Emily Balcetis explains how to use vision and brain science to overcome challenges and achieve our most important goals. Host: Steve Sanduski.
Jeff Bradanini, financial advisor and director of marketing for Beirne Wealth Consulting, explains how advisors can best use social media and digital marketing to gain new clients. Host: Greg Bartalos.
Podcasting makes you a better advisor. It deepens your client relationships. You’ll meet new people and make intriguing connections. And it helps with client prospecting and recruiting new team members. Host: Steve Sanduski.
Advisors should leverage technology to grow their business or risk falling behind, says Mike Byrnes, founder and president of Byrnes Consulting. Host: Greg Bartalos.
Far from “soft,” empathy is an important business skill that fuels great businesses and brands, increases retention, drives profits, and supports employees’ wellbeing. Host: Steve Sanduski.
Allison Felix, who rose from executive assistant to chief operating officer at Cassaday & Co., describes what it takes to succeed in the role. Host: Greg Bartalos.
Employee experience drives customer experience and that leads to faster sales growth. Bova shares the core elements of employee experience you should focus on to drive that growth. Host: Steve Sanduski.
David Armstrong and Jessica Gibbs of Monument Wealth Management describe how their firm helps employees advance and why it embraces “opinionated” content. Host: Greg Bartalos.
Andy Crestodina, Orbit Media co-founder, has built more than 1,000 websites. He lays out what it takes to design one that attracts and converts the right prospects. Host: Steve Sanduski.
Kevin Myeroff and Elizabeth Scheiderer of Sequoia Financial Group discuss the success of their long-running internship program. Host: Greg Bartalos.
One reason why the big advisory firms keep getting bigger is they do a better job of creating a culture that attracts and retains top talent. Gartner's Brian Kropp shows how. Host: Steve Sanduski.
David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider commission-free annuities. Host: Greg Bartalos.
Dr. Joy Lere discusses how the mind works, how our beliefs are formed, and the tools and techniques we can use to guide positive behavior change for our clients. Host: Steve Sanduski.
The chairman and portfolio manager of Davis Advisors stresses the importance of long-term investing and buying "durable, growing businesses at value prices." Host: Greg Bartalos.
David Novak distills decades of success into practical "dynasty drivers" that led to double-digit growth for 13 consecutive years. Host: Steve Sanduski.
Dynasty Financial Partners' CEO discusses the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos.
Love, the most powerful of human emotions, has been systematically drained from our lives - our work, teams, and classrooms. Marcus Buckingham says it's time we brought love back in. Host: Steve Sanduski.
"We donate roughly 20% of our profit every year to our community and other places," says Charles Zhang, founder and president of Zhang Financial. Host: Greg Bartalos.
Eric Pliner, who counsels top CEOs on how to make difficult decisions, says that you won't please everyone but there is a framework to help you make informed, effective decisions. Host: Steve Sanduski.
Valerie Newell, principal and senior wealth advisor of Mariner Wealth Advisors, describes how advisors should work with multigenerational families. Host: Greg Bartalos.
Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, gave up the reins, and is focusing on other company initiatives. ...
"Deals win or lose based upon their structure," says the president and CEO of MarketCounsel. Host: Greg Bartalos.
Hanson describes his evolution as a leader and the steps he took to ensure success. Host: Steve Sanduski.
"It's conceivable that the blue chip indexes could drop 35 to 40%," says the founder of Stack Financial Management. Host: Greg Bartalos.
After just three years at Abacus Wealth Partners, Mary Beth Storjohann was promoted into the co-CEO role of this $4 billion RIA. Here's the story of how she hit the ground running. Host: Steve Sanduski.
Older episodes
