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

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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31 min
March 26, 2024 Kay Lynn Mayhue: How to Create a Culture of Personal Development
Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.

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24 min
March 19, 2024 Ron Carson: Lessons in Leadership for Financial Advisors
The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos.

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23 min
March 12, 2024 Chloe Moore and Tracy Hutton: Talent Pipeline Secrets
How to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski.

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30 min
March 05, 2024 Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity
The managing director and wealth manager at Cresset explains how advisors can help clients through a divorce, death, sale of a company, or other important transition. Host: Greg Bartalos .

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19 min
February 27, 2024 Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It.
The founding partner and advisor at Summit Trail Advisors discusses what most advisors get wrong, prenuptial agreements, and the importance of full financial disclosure in a marriage. Host: Greg Bartalos.

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18 min
February 20, 2024 Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership
Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.

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45 min
February 13, 2024 Beverly Flaxington: The Art of Influence and Getting Results
The practice management consultant describes how financial advisors can effectively engage and motivate employees. Host: Greg Bartalos.

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22 min
February 06, 2024 Kimberly Stewart: Improving Financial Literacy in the Black Community
The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos.

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18 min
January 23, 2024 John Nersesian: 5% Cash Is Great. Don't Fall in Love With It.
Pimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos.

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28 min