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 8, 2022 • 27min
Financial Planning for Children With Special Needs
"This is a field that's going to give you a lot of emotional satisfaction when you know you've really helped a family," says Ken Van Leeuwen. Host: Greg Bartalos.
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Feb 1, 2022 • 45min
Building an Employee Value Proposition With Schwab's Benchmarking Data
Cash compensation is just one of many factors that you have to get right if you want to attract and retain the best talent in the industry. Host: Steve Sanduski.
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Jan 25, 2022 • 23min
Envestnet's Bill Crager on the Future of Financial Planning
Clients are "looking to get information at their fingertips whenever they want it." Host: Greg Bartalos.
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Jan 18, 2022 • 43min
Harnessing the Energy of Money
Dr. Maria Nemeth discusses how to develop a healthy and powerful relationship with money that ultimately leads to living a fulfilling life as a hero's journey. Host: Steve Sanduski.
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Jan 11, 2022 • 44min
Sports Memorabilia Offer 'Immense' Upside for Wealth Management Firms
Advisors can help themselves, their firms, and their clients, says Howard Epstein, a wealth management advisor and sports memorabilia expert. Host: Greg Bartalos.
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Jan 4, 2022 • 51min
15 Top Insights From 2021's Actionable Intelligence Podcast
Steve Sanduski shares key insights from Season 1 of The Way Forward: Actionable Intelligence podcast and how you can apply them to your practice. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 21, 2021 • 36min
Michael Kitces on Fees, M&A, and the RIA Model's 'Compounding Growth'
The co-founder of the XY Planning Network says the growth trend for registered investment advisor firms is "almost inevitable." Hosts: Jack Otter and Ray Sclafani.
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Dec 14, 2021 • 48min
Ric Edelman Talks Bitcoin, Digital Assets and Wealth Management
Historically, advisors were routinely asked "why are you recommending Bitcoin?" says the founder of the Digital Assets Council of Financial Professionals. "The question is now becoming, why aren't you?" Host: Jack Otter.
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Dec 7, 2021 • 41min
Practical Ways to Build a More Diverse and Inclusive Organization
Rohit Bhargava, founder of the Non-Obvious Company and Ideapress Publishing, also discusses how to host and participate in events that exemplify diversity and inclusion. Host: Steve Sanduski.
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Nov 30, 2021 • 27min
Why Advisors Keep Screwing Up Their Marketing and How to Get it Right
"You have to figure out who you are, who you are meant to serve, why you want to serve them and everything else will flow out of that," says Patrick Brewer, president and CMO of WealthSource. Host: Greg Bartalos.
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