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
Jun 27, 2023 • 47min
Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM
Advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the Gottfried & Somberg co-founder covers it all. Host: Steve Sanduski.
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Jun 13, 2023 • 19min
Kate Healy: Evangelizing for Financial Planning as a Career Choice
Dedicated to driving awareness of the profession to younger and more diverse applicants, Healy shares tips for advisors looking to hire new talent. Host: Greg Bartalos.
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May 30, 2023 • 44min
Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity
Through the timeless narrative of 'In the Year 2525,' the co-founder of Wired magazine traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change. Host: Steve Sanduski.
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May 16, 2023 • 26min
Barry Ritholtz: How Advisors Can Create Killer Content
Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos.
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May 2, 2023 • 47min
Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer
The high altitude adventurer shares his hard-earned lessons from a life climbing the world’s highest mountains and how they apply at sea level. Host: Steve Sanduski.
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Apr 18, 2023 • 26min
Michael Nathanson: What Advisors Can Learn From Charles Darwin
The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.
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13 snips
Apr 4, 2023 • 47min
Kate Murphy: How to Truly Hear and Understand Your Clients
Learn how journalist Kate Murphy emphasizes the power of active listening to truly understand clients. Explore the importance of diverse viewpoints, engaging conversations, and avoiding conversational narcissism. Discover the impact of genuine connection, adapting to communication dynamics, and fostering meaningful relationships through deep listening.
Mar 21, 2023 • 23min
How to Build an Enduring Legacy and Secure Long-Lasting Wealth
Robert Balentine, chairman of his namesake firm, explains why advisors should focus on family relationships. Host: Greg Bartalos.
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Mar 7, 2023 • 22min
Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management
The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos.
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Feb 21, 2023 • 35min
Mal Makin’s Underrated—and Understated—Ways to Gain Clients
The founder of Professional Planning Group discusses the power of transparency and having a light touch. Host: Greg Bartalos.
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