Barron's Advisor
Barron's Advisor
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Episodes
Mentioned books
Dec 5, 2023 • 41min
Suzanne Peterson: How to Become an Effective and Admired Leader
Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski.
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Nov 28, 2023 • 15min
Neela Hummel: On Hiring Women and Advising Female Clients
The co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos.
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Nov 21, 2023 • 51min
Eric Becker: Cresset’s Bold 100-Year Vision
The co-founder and co-chairman explains how the multi-family office is blending tradition with modern financial dynamics. Host: Steve Sanduski.
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Nov 14, 2023 • 22min
Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences
Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.
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Nov 7, 2023 • 46min
Tobias Dengel: Voice Tech Will Profoundly Change How We Live and Work
As big as mobile a decade ago and the internet in the late '90s, voice is the next big thing in technology, says the president of WillowTree. Host: Steve Sanduski.
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Oct 31, 2023 • 18min
Angela Osborne: Effective Lead Generation Strategies for Advisors
The COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos.
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Oct 24, 2023 • 41min
Andrew Brzezinski: Separating AI Hype From Reality
There's been a lot of hype around AI since the release of ChatGPT. Fidelity's head of data strategy describes what’s real, what's not, and what financial advisors should be doing with it right now. Host: Steve Sanduski.
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Oct 17, 2023 • 27min
Kristie Edling-Day: How Advisors Can Harness the Power of Technology
Advisors adapted to portfolio management technology and robo-advisors. They also will they adapt to AI, says the LPL Financial exec. Host: Greg Bartalos.
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Oct 10, 2023 • 1h 7min
Saundra Davis: Using Money to Honor Your Values and Fuel Your Vision
An exploration of what money really means to people, what it represents, and how you can facilitate that discovery. Host: Steve Sanduski.
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Oct 3, 2023 • 26min
Amy Parvaneh: Creative Compensation Structures That Motivate Teams
The founder and CEO of Select Advisors Institute says practices should recognize, and cater to, what makes employees tick. Host: Greg Bartalos.
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