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

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109109 ratings

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FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 309 episodes available.

Barron's Advisor episodes:

January 28, 2025 Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs
The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos.

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26min
January 21, 2025 Gary Roth and Mike Capelle: Blueprint for RIA M&A Success
The Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP.

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44min
January 16, 2025 Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen
“I'm very willing to admit what my strengths and my weaknesses are and hire around that to bring in people whose strengths are my weaknesses,” says Matthew Somberg, co-founder of Gottfried & Somberg Wealth Management.

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24min
January 14, 2025 Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change
The Morgan Stanley veteran explains how the firm invests in private companies and why tax-aware strategies are “critically important” to clients. Host: Greg Bartalos.

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26min
January 14, 2025 How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen
Every other Thursday on Barron’s Advisor: The Way Forward: Next Generation, we speak with successful advisors who share their best advice for getting ahead and making an impact.

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2min
January 07, 2025 David Newson: Proven RIA Marketing Strategies for 15% Organic Growth
The founder of XNW Digital provides a step-by-step roadmap to help advisors accelerate growth at their firms. Host: Steve Sanduski, CFP.

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1h 7min
December 31, 2024 Dr. Frank Lipman: Cutting-Edge Strategies to Boost Longevity
The founder of Eleven Eleven Wellness and author of several books focused on health discusses how integrative medicine can help people live longer. Host: Greg Bartalos.

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32min
December 17, 2024 Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025
Sanctuary Wealth’s chief investment strategist explains why she thinks we’re in the “golden age of investing.” Host: Greg Bartalos.

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35min
December 10, 2024 Nikolee Turner: Mastering the Three-Phase Framework for M&A Success
Schwab’s head of business consulting shares actionable strategies to help you maximize value and minimize regret when buying, selling, and integrating a firm. Host: Steve Sanduski, CFP.

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33min
December 03, 2024 Dennis Moseley-Williams: Advisors and the Power of a ‘Really Big Idea’
The world’s most recognized brands didn’t begin as large companies. Advisors should take note, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.

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25min

FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 309 episodes available.

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