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 304 episodes available.

Barron's Advisor episodes:

June 04, 2024 Cozy Wittman: Mastering the Brutal College Planning Process
Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.

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37min
May 28, 2024 Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed
The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.

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41min
May 21, 2024 Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’
Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.

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38min
May 14, 2024 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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20min
May 07, 2024 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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36min
April 30, 2024 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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32min
April 23, 2024 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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37min
April 16, 2024 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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24min
April 09, 2024 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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31min
April 02, 2024 Vinay Nair: Using AI to Personalize Wealth Management at Scale
How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.

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31min

FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 304 episodes available.

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