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

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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58 min
August 22, 2023 Jane Hanson: The Power of Vulnerability and Other Tips for Advisors
The Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos.

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33 min
August 22, 2023 Jane Hanson: The Power of Vulnerability and Other Tips for Advisors
The Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
32 min
August 15, 2023 Alexandra Miele: 'Sphere of Influence' Is the New Referral Marketing
Step beyond standard referral methods to learn how "sphere of influence" marketing is redefining client acquisition for the modern age. Host: Steve Sanduski.

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46 min
August 08, 2023 Nancy Daoud: Why Women Will 'Take Over' Wealth Management
The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos.

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18 min
August 01, 2023 Sammy Azzouz: Mastering Organic Growth as an Independent RIA
Growth is coming from a strategic focus on employee engagement, business development, client retention, and operational excellence and efficiency. Host: Steve Sanduski

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46 min
July 11, 2023 Karen Altfest: Advising Women, Widows and 9/11 Families
The principal advisor at family-owned Altfest Personal Wealth Management on four decades of advocating for women. Host: Greg Bartalos.

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14 min
June 27, 2023 Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM
Advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the Gottfried & Somberg co-founder covers it all. Host: Steve Sanduski.

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47 min
June 13, 2023 Kate Healy: Evangelizing for Financial Planning as a Career Choice
Dedicated to driving awareness of the profession to younger and more diverse applicants, Healy shares tips for advisors looking to hire new talent. Host: Greg Bartalos.

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19 min
May 30, 2023 Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity
Through the timeless narrative of 'In the Year 2525,' the co-founder of Wired magazine traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change. 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.
44 min