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 31, 2023 Angela Osborne: Effective Lead Generation Strategies for Advisors
The COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos.

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18 min
October 24, 2023 Andrew Brzezinski: Separating AI Hype From Reality
There's been a lot of hype around AI since the release of ChatGPT. Fidelity's head of data strategy describes what’s real, what's not, and what financial advisors should be doing with it right now. Host: Steve Sanduski.

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40 min
October 17, 2023 Kristie Edling-Day: How Advisors Can Harness the Power of Technology
Advisors adapted to portfolio management technology and robo-advisors. They also will they adapt to AI, says the LPL Financial exec. Host: Greg Bartalos.

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27 min
October 10, 2023 Saundra Davis: Using Money to Honor Your Values and Fuel Your Vision
An exploration of what money really means to people, what it represents, and how you can facilitate that discovery. Host: Steve Sanduski.

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1 hr 7 min
October 03, 2023 Amy Parvaneh: Creative Compensation Structures That Motivate Teams
The founder and CEO of Select Advisors Institute says practices should recognize, and cater to, what makes employees tick. Host: Greg Bartalos.

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26 min
September 26, 2023 Tom Morgan: What Is Your Curiosity Calling You to Do?
Wealth is not just about security. It creates the freedom to pursue what’s at the intersection of your curiosity and what the world needs. Host: Steve Sanduski.

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52 min
September 19, 2023 Spuds Powell: How to Take a Mature Practice to the Next Level
The Barron’s-ranked managing director of Kayne Anderson Rudnick explains how advisors can keep clients happy while expanding their businesses. Host: Greg Bartalos.

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18 min
September 12, 2023 Ken Dychtwald: Navigating the Waves of Generational Change
The dynamics surrounding generational change, longevity, and an evolving society require a rethinking of what it means to be a financial advisor. Host: Steve Sanduski.

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1 hr
September 05, 2023 Michael Schaffer: How to Future-Proof Your Portfolio From AI, ChatGPT
The Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos.

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23 min
August 29, 2023 Matt Crow: M&A Secrets, Revelations, and Ticking Time Bombs
Mercer Capital's CEO offers a candid insider's perspective on the RIA M&A playbook and what’s really driving deals. Host: Steve Sanduski.

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Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
58 min