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
Feb 7, 2023 • 24min
‘Failure Is Not an Option.’ Lessons Learned From High Expectations
Wells Fargo advisor Nelrae Pasha Ali on how she overcame long odds as a Black woman to excel in sports and wealth management. Host: Greg Bartalos.
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Jan 24, 2023 • 19min
How to Keep Clients From Acting on Fear and Greed
Scott Tiras, president of Tiras Wealth Management, shares evergreen lessons. Host: Greg Bartalos .
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Jan 10, 2023 • 21min
CAIS’ Abby Salameh on Alts, Advisors, and ‘Leading With Learning’
“We're providing the education that advisors need to help them understand and feel more comfortable investing in alternatives,” says the CMO. Host: Greg Bartalos.
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Dec 27, 2022 • 17min
A Candy Bar, a 10-Year Old, and a Successful RIA
Barbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos.
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Dec 20, 2022 • 48min
Using Stories to Connect with Clients and Prospects
Storytelling and story listening are both art and science. Master them and you’ll deepen your human connection and deliver greater value to your clients. Host: Steve Sanduski.
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Dec 13, 2022 • 14min
Why This Top Advisor Is Bullish on Muni Bonds, Value Stocks, and Alts
Holly Newman Kroft, managing director at Neuberger Berman, discusses where investors can find enticing opportunities. Host: Greg Bartalos.
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Dec 6, 2022 • 48min
Investing to Create a World You Would Like to Retire In
New investment vehicles make it possible to attain market-like returns while not compromising your values. Host: Steve Sanduski.
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Nov 29, 2022 • 15min
Teaming Is the Future. How One Advisory Firm Built a Dream Team.
Barron’s Hall of Fame advisor Kimberlee Orth describes how to get the most out of your team. Host: Greg Bartalos.
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Nov 22, 2022 • 55min
Transforming Your Relationship With Money
Rather than constantly striving for more, we can transform our relationship with money by deepening our experience with what we already have, says author Lynne Twist. Host: Steve Sanduski.
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Nov 15, 2022 • 34min
Goldman Sachs’ Joe Duran on Fixing America’s Retirement Savings Crisis
“The answers are not going to come from investing,” says the head of Goldman Sachs Personal Financial Management. Host: Greg Bartalos.
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