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
Jul 6, 2021 • 31min
Key Financial's Patti Brennan on Emphasizing 'Skin in the Game'
The top-ranked advisor says enabling all of her team to share in her firm's success has powered results. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 29, 2021 • 47min
Morningstar's Sarah Newcomb on Helping Clients Break Bad Money Habits
One key is listening to the stories clients tell about money and determining whether they see themselves as personally in control of their finances, says Sarah Newcomb, Morningstar's behavioral economist. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 22, 2021 • 34min
Wells Fargo's Heather Hunt-Ruddy on Making Good Advisors Great
The best athletes in the world have coaches, and the top advisors should as well, says Wells' head of wealth management business development. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 15, 2021 • 43min
What Second City Improv Can Teach Advisors
Emphasizing the cohesive role of each member of an advisory team should enhance meetings with clients, Kelly Leonard says. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 8, 2021 • 31min
UBS Advisor Adam Epstein on Unexpected ESG Investments
A private market real estate deal-plans to convert a New York City apartment tower to a homeless shelter-appealed to clients because the results could be seen locally and also offered outsized yield.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 1, 2021 • 51min
What's Former LPL Chief Mark Casady Up To Now? Breaking Fintech Apart.
Old concepts must be disrupted to create "new solutions in the marketplace," says Mark Casady, who's now running a venture capital firm. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 25, 2021 • 32min
Faster Pace of Consolidation
Many small advisory firms will fare well, but Kestra Financial CEO James Poer says those resistant to affiliation or acquisition will struggle. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 18, 2021 • 38min
Facts Versus Emotions
An effective financial advisor needs to be a good psychotherapist, says NPR social science correspondent Shankar Vedantam. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 11, 2021 • 44min
Strategies for Winning, and Losing
Perseverance helps improve the odds of success and makes setbacks easier to handle, says financial advisor and former Olympian Lauryn Williams. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 4, 2021 • 32min
Inheritance is About a Lot More Than Money
Families often achieve better outcomes by shifting the focus away from dollars, says Matt Wesley of Merrill Lynch's Center for Family Wealth, Dynamics and Governance. Learn more about your ad choices. Visit megaphone.fm/adchoices
