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

4.1

104104 ratings

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FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 258 episodes available.

Barron's Advisor episodes:

September 12, 2023 Ken Dychtwald: Navigating the Waves of Generational Change
The dynamics surrounding generational change, longevity, and an evolving society require a rethinking of what it means to be a financial advisor. Host: Steve Sanduski.

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1h 1min
September 05, 2023 Michael Schaffer: How to Future-Proof Your Portfolio From AI, ChatGPT
The Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos.

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24min
August 29, 2023 Matt Crow: M&A Secrets, Revelations, and Ticking Time Bombs
Mercer Capital's CEO offers a candid insider's perspective on the RIA M&A playbook and what’s really driving deals. Host: Steve Sanduski.

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57min
August 22, 2023 Jane Hanson: The Power of Vulnerability and Other Tips for Advisors
The Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos.

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33min
August 15, 2023 Alexandra Miele: 'Sphere of Influence' Is the New Referral Marketing
Step beyond standard referral methods to learn how "sphere of influence" marketing is redefining client acquisition for the modern age. Host: Steve Sanduski.

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46min
August 08, 2023 Nancy Daoud: Why Women Will 'Take Over' Wealth Management
The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos.

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19min
August 01, 2023 Sammy Azzouz: Mastering Organic Growth as an Independent RIA
Growth is coming from a strategic focus on employee engagement, business development, client retention, and operational excellence and efficiency. Host: Steve Sanduski

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47min
July 11, 2023 Karen Altfest: Advising Women, Widows and 9/11 Families
The principal advisor at family-owned Altfest Personal Wealth Management on four decades of advocating for women. Host: Greg Bartalos.

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15min
June 27, 2023 Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM
Advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the Gottfried & Somberg co-founder covers it all. Host: Steve Sanduski.

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48min
June 13, 2023 Kate Healy: Evangelizing for Financial Planning as a Career Choice
Dedicated to driving awareness of the profession to younger and more diverse applicants, Healy shares tips for advisors looking to hire new talent. Host: Greg Bartalos.

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20min

FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 258 episodes available.

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