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
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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Apr 12, 2022 • 49min
How Scott Hanson Grew Allworth Financial From $10M Into a $15B RIA
Hanson describes his evolution as a leader and the steps he took to ensure success. Host: Steve Sanduski.
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Apr 5, 2022 • 48min
Jim Stack Warns About the Fed, Tech Stocks, and Real Estate
"It's conceivable that the blue chip indexes could drop 35 to 40%," says the founder of Stack Financial Management. Host: Greg Bartalos.
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Mar 29, 2022 • 51min
Making Your Mark as CEO in Your First 100 Days
After just three years at Abacus Wealth Partners, Mary Beth Storjohann was promoted into the co-CEO role of this $4 billion RIA. Here's the story of how she hit the ground running. Host: Steve Sanduski.
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Mar 22, 2022 • 31min
Patrick O'Shaughnessy on Custom Indexing and the Portfolio of You
The founder of Canvas on the evolution of the index fund to direct indexing and now custom indexing. Host: Greg Bartalos.
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Mar 15, 2022 • 51min
The Mindsets That Define CEO Excellence
McKinsey & Company Senior Partners Scott Keller and Vik Malhotra discuss the six responsibilities of the CEO role and the associated mindsets that distinguish the best leaders from the rest. Host: Steve Sanduski.
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Mar 8, 2022 • 25min
How to Attract Affluent Next-Gen Clients
"The vast majority of this demographic wants to feel more in control," says David Snider, founder and CEO of Harness Wealth. Host: Greg Bartalos.
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Mar 1, 2022 • 50min
Decoding the Information in Emotions to Unlock Performance
Performance coach Denise Shull says don't fight the feeling. Instead, your performance will soar when you effectively answer, "What am I feeling and why am I feeling it?" Host: Steve Sanduski.
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Feb 22, 2022 • 36min
How 2 Black Advisors Are Working to Change the 'Complexion of Wealth'
Dasarte Yarnway and Emlen Miles-Mattingly explain how they're helping underrepresented advisors. Host: Greg Bartalos.
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Feb 15, 2022 • 45min
Exposing Generational Myths
Many of today's popular ideas around generational differences are superficial stereotypes that miss the majority of what's actually happening among generations. Host: Steve Sanduski.
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