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 27, 2021 • 44min
Bitcoin's Value as an Asset Class
Cryptocurrencies are worthy alternatives to investments like bonds and gold, as well as real estate and art, says Bitcoin entrepreneur Dan Held. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 20, 2021 • 34min
The Growing Potential of Cannabis
As industrial use grows, medicinal use expands, and laws are changed, the investment potential for cannabis merits serious attention, says Arcview Group CEO Kim Kovacs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 13, 2021 • 48min
Before You Make That Presentation
When you're speaking to an audience, "It's not about what you want to say. It's about what they need," says communications expert Matt Abrahams. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 6, 2021 • 36min
Prepping Portfolios for Inflation
Chris Cordaro of RegentAtlantic identifies the choices he's recommending to clients amid growing momentum in the economy.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 31, 2021 • 40min
Don't Be a Problem Solver
More is accomplished by focusing on outcomes rather than simply vanquishing problems, says organizational and management consultant Robert Fritz. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 23, 2021 • 35min
No CEO? No problem.
Decisions might come more slowly, but consensus building creates a stronger company, says Jack Petersen of Summit Trail Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 16, 2021 • 50min
Being like Bezos
Best practices learned while working with Amazon's CEO can be adopted at many firms, says former Amazon executive Bill Carr. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 9, 2021 • 38min
The Customer Service Dimension
Unlike investment returns or interest rates, advisors can fully control the quality of service they provide to clients, says Cassaday & Co. CEO Stephan Cassaday. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 2, 2021 • 37min
The Power of Stories
"It's very tough to get through just with information," says journalist and author Trish Hall. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feb 23, 2021 • 32min
Love at First Sight? No, but ...
UBS advisors Rachel Gottlieb and Will Rose weren't interested initially in becoming business partners, but then recruited a new client together. Learn more about your ad choices. Visit megaphone.fm/adchoices
