Barron's Advisor

By Barron's Advisor

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.... more

4.2

109109 ratings

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FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 299 episodes available.

Barron's Advisor episodes:

September 17, 2024 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.

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44min
September 10, 2024 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.

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47min
September 03, 2024 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.

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43min
August 27, 2024 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.

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28min
August 20, 2024 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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40min
August 13, 2024 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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24min
August 06, 2024 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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42min
July 30, 2024 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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26min
July 23, 2024 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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42min
July 16, 2024 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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46min

FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 299 episodes available.

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