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
Sep 14, 2021 • 27min
Going the Extra Mile for Wealthy Clients
Sometimes high-touch service means helping clients buy a Kentucky Derby-caliber racehorse, says GenTrust co-founder George Perez. Host: Ross Snel.
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Sep 7, 2021 • 53min
What Advisors Can Learn From a Decorated US Navy SEAL Veteran
Building trust happens over time yet "it doesn't take a lot to destroy that trust," says David Sears who retired from the Navy after serving for 20 years. Host: Steve Sanduski.
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Aug 31, 2021 • 34min
Today's Art Market, Next-Gen Collectors, and NFTs
"All of wealth management and banking is trying to wrap their head around" the ecosystem of NFTs and digital art, says Evan Beard of Bank of America Private Bank. Host: Greg Bartalos.
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Aug 24, 2021 • 45min
Demetri Kofinas on 'Financial Nihilism'
"People have increasingly lost faith in the models, frameworks, and moral codes that they grew up with," says the host of a popular podcast. Host: Steve Sanduski.
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Aug 17, 2021 • 40min
YOLO as Policy and Why EQ Is More Important Than IQ
Brighton Jones CEO Jon Jones, who visited 35 countries with his family over a year, insists his employees achieve balance in their lives. Host: Greg Bartalos.
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Aug 10, 2021 • 42min
The Relentless Rise of Intangible Assets
"Assets that you can't touch or feel are been becoming more and more important," says Stian Westlake, coauthor of Capitalism Without Capital. Host: Steve Sanduski.
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Aug 3, 2021 • 30min
Morgan Stanley's Audrey Choi: Focus on this macro trend
Some of the firm's fastest-growing teams and products are emphasizing ESG investing, she says. Host: Ross Snel.
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Jul 27, 2021 • 54min
The Customer Isn't Always Right
"One of the key elements in a trusted advisor relationship is the willingness to challenge the client," management consultant John Hagel says. Host: Steve Sanduski.
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Jul 20, 2021 • 30min
Engine No. 1 Emphasizes Investor Values
There's new attention on the power of shareholder voting, says the firm's ETF lead, Yasmin Dahya Bilger. Host: Greg Bartalos.
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Jul 13, 2021 • 34min
Beyond Stubborn: Strategies for Changing Closed Minds
Ask questions, be patient, and embrace incrementalism, says Wharton School Professor Jonah Berger. Learn more about your ad choices. Visit megaphone.fm/adchoices
