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:

June 03, 2020 When the Phone's the Heaviest...
Colleen O'Callaghan from JP Morgan Securities, whose team manages $2b in assets, thinks volatility is a learning opportunity for the next generation.

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26min
May 26, 2020 Be Agile, Innovative and Resilient
Beacon Pointe's Shannon Eusey and Matt Cooper discuss the M&A landscape, the value of face to face connection, and the fundamental change facing the industry.

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29min
May 19, 2020 Transparency and Alignment
Morgan Stanley's Lyon Polk and partner Deborah Montaperto talk about a Covid close call, lending for HNW clients, the municipal-bond selloff and recent rally.

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31min
May 12, 2020 How to Lose a Client in 9 Days
Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, on why the challenges from the coronavirus can only be solved by strengthening relationships.

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27min
May 05, 2020 Adversity Reveals True Character
Andy Saperstein, Head of Morgan Stanley Wealth Management discusses the value of advice and how the pandemic will change the industry for the better.

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21min
April 28, 2020 Content is the Future
Josh Brown, CEO of Ritholtz Wealth Management, discusses portfolio construction, his anxiety around managing a team, and how he got a million Twitter followers.

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40min
April 20, 2020 We're Stronger Together
Louise Gunderson whose UBS team manages about $1 billion for high-net-worth clients, talks about rethinking client portfolios.

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26min
April 13, 2020 There's More Pain to Come
Lori Van Dusen, Founder and CEO of LVW Advisors, a registered investment advisory firm, discusses why she thinks stocks may retest the lows.

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30min
April 06, 2020 Stay Strong, Stay Safe, and Stay Bullish
Andy Sieg, president of Merrill Lynch Wealth Management, on how his firm is navigating the challenges and current market volatility presented by COVID-19.

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29min
March 31, 2020 Clients Pay Me to Be a Realist
Ron Carson, Barron's Hall of Fame Advisor and founder of Carson Group, on how he is managing client expectations and how the Coronavirus will reward quality advisors.

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23min

FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 270 episodes available.

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