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
Nov 8, 2022 • 48min
The Power of Client Communities
Yes, we’re in a relationship business. And what better way to create a sense of trust, connection, and belonging than through building client communities. Host: Steve Sanduski.
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Nov 1, 2022 • 46min
Jim Stack Stays Bearish But Spies Opportunity
Uncannily accurate with recent stock market calls, the Stack Financial Management founder offers a bittersweet forecast. Host: Greg Bartalos.
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Oct 25, 2022 • 39min
Helping Women Face Their Financial Fears
Our relationship to money is complicated, especially for women who have an added cultural history layered on top. Sarah Carlson untangles this challenge. Host: Steve Sanduski.
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Oct 18, 2022 • 32min
Are Stocks Facing a Lost Decade?
Risk management expert Rick Bookstaber makes the case against complacency. Host: Greg Bartalos.
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Oct 11, 2022 • 48min
When Women Lead, What Happens?
The women who have been disrupting industries often share key commonalities that make them uniquely equipped to lead, grow businesses, and navigate crises. Here’s their story. Host: Steve Sanduski.
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Oct 4, 2022 • 30min
What It Takes to Run a Successful Multigenerational Team
Scott Wilson and Crystal Ho of the Atlas Group on the importance of hiring employees who share chemistry, dedication, and a desire to learn. Host: Greg Bartalos.
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Sep 27, 2022 • 46min
Making the Shift From Entrepreneur to Leader
Your company’s success rises or falls based on your leadership ability. Here’s the playbook for leading in a post-pandemic world with Antonia Hock. Host: Steve Sanduski.
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Sep 20, 2022 • 22min
Succession Planning, Next-Gen Talent, and What the Best Leaders Do
More advisors are getting serious about the future, says Ray Sclafani, the CEO and founder of ClientWise. Host: Greg Bartalos.
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Sep 13, 2022 • 54min
4 Simple Tools to Help Your Clients Achieve Their Goals
Social psychologist and scientist Dr. Emily Balcetis explains how to use vision and brain science to overcome challenges and achieve our most important goals. Host: Steve Sanduski.
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Sep 6, 2022 • 26min
How Advisors Can Manage Their Social-Media Presence Like Pros
Jeff Bradanini, financial advisor and director of marketing for Beirne Wealth Consulting, on how advisors can use social media and digital marketing to gain clients. Host: Greg Bartalos.
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