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 16, 2021 • 56min
Invest in the Mind
Developing better skills centered on awareness and concentration can lead to high performance, psychologist Michael Gervais says. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feb 9, 2021 • 32min
The Experience Factor
Prospects like professional athletes should be wary of advisory firms with short track records, says Rockefeller Capital Management's Michael Bapis. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feb 2, 2021 • 45min
Tell Me a Story
Advisors who are successful at recruiting have a strong sense of how to talk about themselves, author Annette Simmons says. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 27, 2021 • 31min
It's All About Growth
"Every meeting that we go to, it's the same type of narrative," says Ben Harrison, the head of Pershing's RIA custody business. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 19, 2021 • 45min
Examining Modern Monetary Theory
Author Stephanie Kelton says the nation should reject "myths" about government deficits and spend even more aggressively to bolster the economy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 12, 2021 • 35min
Advisory Firms: An Existential Challenge
Goldman Sachs financial planning executives Joe Duran and Larry Restieri discuss whether sustaining an advisory practice by growing independently is realistic. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 5, 2021 • 36min
Affording the Extra Years
Longevity expert Andrew Scott says financial advisors should focus on helping clients invest in their future selves. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 16, 2020 • 50min
Becoming an Elite Performer
In our new podcast series, coaching expert Tim Kight explains how average performers can become elite performers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 1, 2020 • 31min
Telewealth Reshapes Advisor Priorities
Advisors will benefit by offering "more meaningful remote-first experiences," Fidelity Institutional's Mike Durbin says. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 17, 2020 • 30min
The Branch of the Future
Raymond James is considering how to remake its office space, particularly for a post-Covid world, Raymond James & Associates President and CEO Tash Elwyn says. Learn more about your ad choices. Visit megaphone.fm/adchoices
