Barron's Advisor

By Barron's AdvisorBusiness Investing

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Typical duration
36 min
per episode

Based on Podcast App listening data

Barron's Advisor episodes

October 22, 2024 Jackie Insinger: Positive Psychology Is the Key to Motivate Employees
The author and executive coach discusses how financial advisors can harness the power of neuroscience and data-driven frameworks to help teams thrive. Host: Greg Bartalos.

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25 min
October 15, 2024 Ramesh Srinivasan: The Power of Purpose-Driven Leadership
The McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP.

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35 min
October 08, 2024 Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025
State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos.

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36 min
October 01, 2024 Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year
Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP.

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49 min
September 24, 2024 Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth
The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos and discusses RFG Advisory’s initiatives to help women. Host: Greg Bartalos.

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27 min
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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43 min
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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46 min
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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42 min
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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27 min
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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39 min