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

January 09, 2024 Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow
Next generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos.

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26 min
January 02, 2024 Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions
Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP.

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27 min
December 26, 2023 Jim Cahn: The 4 Pillars of Successful M&A
Wealth Enhancement Group’s chief investments and business development officer provides a roadmap for successful dealmaking. Host: Greg Bartalos.

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10 min
December 19, 2023 Rian Hill: The Advisor’s Guide to Hosting High-End Wine Events
Learn how memorable wine events can deepen client relationships and engage prospects. Host: Steve Sanduski.

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37 min
December 12, 2023 Mary Ann Bartels: Bullish on Stocks, Bonds, Bitcoin in 2024
Sanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos.

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36 min
December 05, 2023 Suzanne Peterson: How to Become an Effective and Admired Leader
Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski.

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41 min
November 28, 2023 Neela Hummel: On Hiring Women and Advising Female Clients
The co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos.

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15 min
November 21, 2023 Eric Becker: Cresset’s Bold 100-Year Vision
The co-founder and co-chairman explains how the multi-family office is blending tradition with modern financial dynamics. Host: Steve Sanduski.

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51 min
November 14, 2023 Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences
Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.

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21 min
November 07, 2023 Tobias Dengel: Voice Tech Will Profoundly Change How We Live and Work
As big as mobile a decade ago and the internet in the late '90s, voice is the next big thing in technology, says the president of WillowTree. Host: Steve Sanduski.

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45 min