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
Aug 30, 2022 • 53min
The Complete Guide to Advisor Podcasting
Podcasting makes you a better advisor. It deepens your client relationships. You’ll meet new people and make intriguing connections. And it helps with client prospecting and recruiting new team members. Host: Steve Sanduski.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 23, 2022 • 31min
Video Killed the Radio Star but Can Give New Life to Advisor Practices
Advisors must leverage technology or risk falling behind, says Mike Byrnes, founder and president of Byrnes Consulting. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 16, 2022 • 47min
The Business Case for Cultivating Empathy
Far from “soft,” empathy is an important business skill that fuels great businesses and brands, increases retention, drives profits, and supports employees’ wellbeing. Host: Steve Sanduski.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 9, 2022 • 25min
What It Takes to Be a Great COO
Allison Felix, who rose from executive assistant to chief operating officer at Cassaday & Co., on what it takes to succeed. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 2, 2022 • 53min
Salesforce's Tiffani Bova on the 5 Keys to Driving Faster Growth
Employee experience drives customer experience and that leads to faster sales growth. Bova shares the core elements of employee experience you should focus on to drive that growth. Host: Steve Sanduski.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 26, 2022 • 31min
How One RIA Created a Path for Next-Gen Talent to Become Partners
David Armstrong and Jessica Gibbs of Monument Wealth Management on how their firm helps employees advance and the power of “opinionated” content. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 19, 2022 • 48min
The Art and Science of a High-Performing Advisor Website
Andy Crestodina, Orbit Media co-founder, has built more than 1,000 websites. He lays out what it takes to design one that attracts and converts the right prospects. Host: Steve Sanduski.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 12, 2022 • 25min
Why Finding Young Workers Is Easy for This RIA
Sequoia Financial Group's Kevin Myeroff and Elizabeth Scheiderer discuss the success of their internship program. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 5, 2022 • 46min
How to Attract and Retain Top Talent in a Tight Market
One reason why the big advisory firms keep getting bigger is they do a better job of creating a culture that attracts and retains top talent. Gartner's Brian Kropp shows how. Host: Steve Sanduski.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 28, 2022 • 24min
How to Earn Guaranteed Income in a Time of Heightened Volatility
David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider commission-free annuities. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
