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 21, 2022 • 54min
Clinical Psychologist Shares the Science Behind Behavior Change
Dr. Joy Lere discusses how the mind works, how our beliefs are formed, and the tools and techniques we can use to guide positive behavior change for our clients. Host: Steve Sanduski.
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Jun 14, 2022 • 49min
Chris Davis Picks Stocks, Praises Buffett, Rips Politicians
The chairman and portfolio manager of Davis Advisors on the importance of long-term investing and buying "durable, growing businesses at value prices." Host: Greg Bartalos.
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Jun 7, 2022 • 52min
Former Yum! Brands CEO on Leadership, Talent, and Self-Coaching
David Novak distills decades of success into practical "dynasty drivers" that led to double-digit growth for 13 consecutive years. Host: Steve Sanduski.
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May 31, 2022 • 29min
Shirl Penney on the 10 Things Elite Advisory Teams Do Best
Dynasty Financial Partners' CEO on the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos.
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May 24, 2022 • 58min
Don't 'Follow Your Bliss.' Instead, Find Love in Your Work.
Love, the most powerful of human emotions, has been systematically drained from our lives - our work, teams, and classrooms. Marcus Buckingham says it's time we brought love back in. Host: Steve Sanduski.
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May 17, 2022 • 18min
Charles Zhang on Efficiency, Community, and Caring for Animals
"We donate roughly 20% of our profit every year to our community and other places," says the founder and president of Zhang Financial. Host: Greg Bartalos.
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May 10, 2022 • 49min
There Is No Such Thing as 'Apolitical' Leadership Anymore
Eric Pliner, who counsels top CEOs on how to make difficult decisions, says that you won't please everyone but there is a framework to help you make informed, effective decisions. Host: Steve Sanduski.
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May 3, 2022 • 41min
Multigenerational Planning and 'The Most Important Thing to Parents'
Mariner Wealth Advisors' Valerie Newell describes how advisors should work with multigenerational families. Host: Greg Bartalos.
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Apr 26, 2022 • 51min
How a Founder Can Step Down as CEO Yet Remain Pivotal in a New Role
Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, gave up the reins, and is focusing on other company initiatives. Host: Steve Sanduski.
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Apr 19, 2022 • 23min
Brian Hamburger on RIA's Biggest M&A Mistakes
"Deals win or lose based upon their structure," says the president and CEO of MarketCounsel. Host: Greg Bartalos.
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