Barron's Advisor

By Barron's AdvisorBusiness Investing

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Typical duration
39 min
per episode

Based on Podcast App listening data

Barron's Advisor episodes

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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23 min
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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41 min
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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26 min
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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41 min
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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45 min
July 09, 2024 Leslie Zane: The New Rules of Persuasion for Financial Advisors
Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.

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39 min
July 02, 2024 Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.

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18 min
June 25, 2024 'Resistance Money’: Decoding Bitcoin’s True Value Proposition
The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.

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46 min
June 18, 2024 Joe McQuaid: How to Build the Best Tech Stack for Your RIA
Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.

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14 min
June 18, 2024 Joe McQuaid: How to Build the Best Tech Stack for Your RIA
Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.

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14 min