Barron's Advisor

Tom Morgan, a director at St. Piant Capital, discusses the role of curiosity in the financial advisory profession and the importance of right hemisphere thinking. The podcast also explores the value of financial advisors in helping people live a better life, breaking free from societal pressures, the impact of AI on society, and the significance of following one's calling.

The Barron’s-ranked managing director of Kayne Anderson Rudnick explains how advisors can keep clients happy while expanding their businesses. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The dynamics surrounding generational change, longevity, and an evolving society require a rethinking of what it means to be a financial advisor. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Mercer Capital's CEO offers a candid insider's perspective on the RIA M&A playbook and what’s really driving deals. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn about 'sphere of influence' marketing and how it is redefining client acquisition. The guest discusses starting in the industry during the financial crisis, working with key spheres of influence, active communication for good client fit, training the next generation of advisors, and proactive client communication and collaboration with advisors.

The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Sammy Azzouz, President and CEO of Heritage Financial, shares his insights on driving organic growth at his $2 billion RIA firm. He discusses the importance of employee engagement and strategic planning in navigating leadership transitions. The conversation highlights adapting to digital changes in wealth management and how effective marketing enhances client relationships. Azzouz also reflects on the necessity of fostering a strong company culture as a cornerstone for accountability and sustainable growth.

The principal advisor at family-owned Altfest Personal Wealth Management on four decades of advocating for women. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices