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:

May 07, 2024 Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth
How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.

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36min
April 30, 2024 Jon Foster: Multigenerational Planning and the Psychology of Wealth
The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep families from splintering over money. Host: Greg Bartalos.

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32min
April 23, 2024 Andy Schell: Leadership Lessons From the High Seas
The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.

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37min
April 16, 2024 Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent
RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos.

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24min
April 09, 2024 Rick Buoncore: M&A Strategy and the Importance of Culture in Deals
The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.

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31min
April 02, 2024 Vinay Nair: Using AI to Personalize Wealth Management at Scale
How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.

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31min
March 26, 2024 Kay Lynn Mayhue: How to Create a Culture of Personal Development
Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.

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25min
March 19, 2024 Ron Carson: Lessons in Leadership for Financial Advisors
The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos.

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24min
March 12, 2024 Chloe Moore and Tracy Hutton: Talent Pipeline Secrets
How to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski.

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31min
March 05, 2024 Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity
The managing director and wealth manager at Cresset explains how advisors can help clients through a divorce, death, sale of a company, or other important transition. Host: Greg Bartalos .

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20min

FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 270 episodes available.

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