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

July 27, 2021 The Customer Isn't Always Right
"One of the key elements in a trusted advisor relationship is the willingness to challenge the client," management consultant John Hagel says. Host: Steve Sanduski.

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54 min
July 20, 2021 Engine No. 1 Emphasizes Investor Values
There's new attention on the power of shareholder voting, says the firm's ETF lead, Yasmin Dahya Bilger. Host: Greg Bartalos.

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29 min
July 13, 2021 Beyond Stubborn: Strategies for Changing Closed Minds
Ask questions, be patient, and embrace incrementalism, says Wharton School Professor Jonah Berger.

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33 min
July 06, 2021 Key Financial's Patti Brennan on Emphasizing 'Skin in the Game'
The top-ranked advisor says enabling all of her team to share in her firm's success has powered results.

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32 min
July 06, 2021 Key Financial's Patti Brennan on Emphasizing 'Skin in the Game'
The top-ranked advisor says enabling all of her team to share in her firm's success has powered results.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
31 min
June 29, 2021 Morningstar's Sarah Newcomb on Helping Clients Break Bad Money Habits
One key is listening to the stories clients tell about money and determining whether they see themselves as personally in control of their finances, says Sarah Newcomb, Morningstar's behavioral economist.

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47 min
June 22, 2021 Wells Fargo's Heather Hunt-Ruddy on Making Good Advisors Great
The best athletes in the world have coaches, and the top advisors should as well, says Wells' head of wealth management business development.

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35 min
June 22, 2021 Wells Fargo's Heather Hunt-Ruddy on Making Good Advisors Great
The best athletes in the world have coaches, and the top advisors should as well, says Wells' head of wealth management business development.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
35 min
June 15, 2021 What Second City Improv Can Teach Advisors
Emphasizing the cohesive role of each member of an advisory team should enhance meetings with clients, Kelly Leonard says.

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43 min
June 08, 2021 UBS Advisor Adam Epstein on Unexpected ESG Investments
A private market real estate deal-plans to convert a New York City apartment tower to a homeless shelter-appealed to clients because the results could be seen locally and also offered outsized yield.

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31 min