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 23, 2021 • 23min
Strategies for Turning Difficult Clients Into Favorites
"If I've got a client with very low emotional intelligence, this is going to make my job as an advisor much more challenging," says Beverly Flaxington, cofounder of The Collaborative. Host: Greg Bartalos.
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Nov 16, 2021 • 44min
The Art and Science of Cultivating Influence
Influence is a byproduct of who we are connected to, how much our connections trust us, and the sense of community that we share, according to author and behaviorist Jon Levy. Host: Steve Sanduski.
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Nov 9, 2021 • 26min
Advisors Keep Missing Client Cues. How More Self Awareness Can Help.
"Advisors are in a way in a therapeutic sort of relationship that requires staying with curiosity longer than maybe they'd like to," says author and management consultant Beverly Flaxington. Host: Greg Bartalos.
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Nov 2, 2021 • 46min
Using Pressure to Your Advantage
Dane Jensen, CEO of Third Factor, says pressure, when understood correctly, can be a catalyst for peak performance. He details how to turn pressure into your ally using the "Pressure Equation." Host: Steve Sanduski.
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Oct 26, 2021 • 31min
Spuds Powell on Fear, Confirmation Bias and the Modern Media
Kayne Anderson Rudnick's managing director discusses alts and the firm's defensive market posture. Host: Greg Bartalos.
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Oct 19, 2021 • 46min
Victoria Song: A Meta-Framework to 'Bending Reality'
Only by facing fear head-on is it possible to quiet your "impending doom generator" and realize your full potential, says Victoria Song, author and leadership advisor to successful founders and CEOs. Host: Steve Sanduski.
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Oct 12, 2021 • 24min
How Organic Growth Is Powering a Pioneering RIA
"You've got to figure out how to grow organically. We've done it largely by overwhelming our clients with service," says Homrich Berg cofounder Andy Berg. Host: Greg Bartalos.
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Oct 5, 2021 • 44min
How to Maximize Your Firm's Long-Term Value
Allen Darby, CEO of Alaris Acquisitions, on M&A and how to analyze your profit and loss statement to uncover ways to enhance your firm's worth. Host: Steve Sanduski.
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Sep 28, 2021 • 28min
Clients Are 'Exhausted' and Want to Retire Early. Advisors Can Help.
People are recognizing that "life is not forever and they want to bring more purpose and intentionality to it," says Julie Kelly, a financial advisor with Edward Jones. Host: Greg Bartalos.
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Sep 21, 2021 • 1h 1min
Legendary Coach's Leadership Lessons Apply to Advisors, Too
Valorie Kondos Field, who never was an athlete, led the UCLA Bruins gymnastics team to seven national titles. "A coach's job isn't to dictate change in someone. It's to motivate them to want to make consistent change." Host: Steve Sanduski.
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