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

September 28, 2021 Clients Are 'Exhausted' and Want to Retire Early. Advisors Can Help.
People are recognizing that "life is not forever and they want to bring more purpose and intentionality to it," says Julie Kelly, a financial advisor with Edward Jones. Host: Greg Bartalos.

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28 min
September 21, 2021 Legendary Coach's Leadership Lessons Apply to Advisors, Too
Valorie Kondos Field, who never was an athlete, led the UCLA Bruins gymnastics team to seven national titles. "A coach's job isn't to dictate change in someone. It's to motivate them to want to make consistent change." Host: Steve Sanduski.

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1 hr 1 min
September 14, 2021 Going the Extra Mile for Wealthy Clients
Sometimes high-touch service means helping clients buy a Kentucky Derby-caliber racehorse, says GenTrust co-founder George Perez. Host: Ross Snel.

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27 min
September 07, 2021 What Advisors Can Learn From a Decorated US Navy SEAL Veteran
Building trust happens over time yet "it doesn't take a lot to destroy that trust," says David Sears who retired from the Navy after serving for 20 years. Host: Steve Sanduski.

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53 min
August 31, 2021 Today's Art Market, Next-Gen Collectors, and NFTs
"All of wealth management and banking is trying to wrap their head around" the ecosystem of NFTs and digital art, says Evan Beard of Bank of America Private Bank. Host: Greg Bartalos.

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34 min
August 24, 2021 Demetri Kofinas on 'Financial Nihilism'
"People have increasingly lost faith in the models, frameworks, and moral codes that they grew up with," says the host of a popular podcast. Host: Steve Sanduski.

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45 min
August 24, 2021 Demetri Kofinas on 'Financial Nihilism'
"People have increasingly lost faith in the models, frameworks, and moral codes that they grew up with," says the host of a popular podcast. Host: Steve Sanduski.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
44 min
August 17, 2021 YOLO as Policy and Why EQ Is More Important Than IQ
Brighton Jones CEO Jon Jones, who visited 35 countries with his family over a year, insists his employees achieve balance in their lives. Host: Greg Bartalos.

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40 min
August 10, 2021 The Relentless Rise of Intangible Assets
"Assets that you can't touch or feel are been becoming more and more important," says Stian Westlake, coauthor of Capitalism Without Capital. Host: Steve Sanduski.

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42 min
August 03, 2021 Morgan Stanley's Audrey Choi: Focus on this macro trend
Some of the firm's fastest-growing teams and products are emphasizing ESG investing, she says. Host: Ross Snel.

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30 min