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

4.1

104104 ratings

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FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 270 episodes available.

Barron's Advisor episodes:

November 03, 2020 Bridging the Political Divide
In an acrid political climate, it's vital to keep clients' family ties from fraying, say Michael Tiedemann and Jill Shipley of Tiedemann Advisors.

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37min
October 28, 2020 Emotionally Overwhelmed
Sterling Shea interviews Tim Gerend and Aditi Javeri Gokhale, from Northwestern Mutual, on their response to the pandemic, hiring, reinvesting in technology and helping advisors improve their practices in order to serve an increasingly anxious public.

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31min
October 20, 2020 Evolution, Beyond Technology
The pandemic has accelerated many changes, but some of the most vital go beyond technology, says Colony Group Chairman Michael Nathanson.

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26min
October 14, 2020 Gay Money, Straight Advice
Jennifer Hatch, President of Christopher Street Financial, discusses how she's handling client relations, volatility and onboarding clients.

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23min
October 06, 2020 X-ray Your Practice
With the routines and expectations of advisors everywhere upended, Merrill Private Wealth Advisor Peter Rohr says it's an unparalleled time to review your business inside and out.

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27min
September 29, 2020 The Three W's
The best method to make flexible work arrangements a success is defining "Who will do What by When," says leadership consultant Fran Skinner.

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32min
September 22, 2020 Living at Work
Aspiriant CEO Rob Francais explains how his firm avoids work-from-home burnout through new engagement strategies with colleagues and clients.

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31min
September 15, 2020 The Longevity Economy
MIT AgeLab's Joe Coughlin explains how Covid has sharply accelerated changes in retirement planning and retirement itself.

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27min
September 09, 2020 Beyond the Screens
Balentine's Brittain Prigge says her firm has prioritized different ways of getting to know people.

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28min
September 01, 2020 Reset Client and Colleague Relationships
Katy Knox, president of Bank of America Private Bank, says this period is an opportunity to work differently.

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24min

FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 270 episodes available.

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