Barron's Advisor

By Barron's Advisor

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.... more

4.2

109109 ratings

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FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 329 episodes available.

Barron's Advisor episodes:

April 05, 2022 Jim Stack Warns About the Fed, Tech Stocks, and Real Estate
"It's conceivable that the blue chip indexes could drop 35 to 40%," says the founder of Stack Financial Management. Host: Greg Bartalos.

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48min
March 29, 2022 Making Your Mark as CEO in Your First 100 Days
After just three years at Abacus Wealth Partners, Mary Beth Storjohann was promoted into the co-CEO role of this $4 billion RIA. Here's the story of how she hit the ground running. Host: Steve Sanduski.

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51min
March 22, 2022 Patrick O'Shaughnessy on Custom Indexing and the Portfolio of You
The founder of Canvas on the evolution of the index fund to direct indexing and now custom indexing. Host: Greg Bartalos.

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32min
March 15, 2022 The Mindsets That Define CEO Excellence
McKinsey & Company Senior Partners Scott Keller and Vik Malhotra discuss the six responsibilities of the CEO role and the associated mindsets that distinguish the best leaders from the rest. Host: Steve Sanduski.

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52min
March 08, 2022 How to Attract Affluent Next-Gen Clients
"The vast majority of this demographic wants to feel more in control," says David Snider, founder and CEO of Harness Wealth. Host: Greg Bartalos.

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25min
March 01, 2022 Decoding the Information in Emotions to Unlock Performance
Performance coach Denise Shull says don't fight the feeling. Instead, your performance will soar when you effectively answer, "What am I feeling and why am I feeling it?" Host: Steve Sanduski.

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50min
February 22, 2022 How 2 Black Advisors Are Working to Change the 'Complexion of Wealth'
Dasarte Yarnway and Emlen Miles-Mattingly explain how they're helping underrepresented advisors. Host: Greg Bartalos.

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36min
February 15, 2022 Exposing Generational Myths
Many of today's popular ideas around generational differences are superficial stereotypes that miss the majority of what's actually happening among generations. Host: Steve Sanduski.

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46min
February 08, 2022 Financial Planning for Children With Special Needs
"This is a field that's going to give you a lot of emotional satisfaction when you know you've really helped a family," says Ken Van Leeuwen. Host: Greg Bartalos.

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28min
February 01, 2022 Building an Employee Value Proposition With Schwab's Benchmarking Data
Cash compensation is just one of many factors that you have to get right if you want to attract and retain the best talent in the industry. Host: Steve Sanduski.

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44min

FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 329 episodes available.

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