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 11, 2020 • 27min
You Can Make Me Poor
Drew Freides of UBS tells Sterling Shea how he's maximizing growth in his ultra high-net-worth practice during the pandemic, and what will change once it's behind us.
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Nov 3, 2020 • 36min
Bridging the Political Divide
In an acrid political climate, it's vital to keep clients' family ties from fraying, say Michael Tiedemann and Jill Shipley of Tiedemann Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 28, 2020 • 31min
Emotionally Overwhelmed
Sterling Shea interviews Tim Gerend and Aditi Javeri Gokhale, from Northwestern Mutual, on their response to the pandemic, hiring, reinvesting in technology and helping advisors improve their practices in order to serve an increasingly anxious public. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 20, 2020 • 25min
Evolution, Beyond Technology
The pandemic has accelerated many changes, but some of the most vital go beyond technology, says Colony Group Chairman Michael Nathanson. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 14, 2020 • 23min
Gay Money, Straight Advice
Jennifer Hatch, President of Christopher Street Financial, discusses how she's handling client relations, volatility and onboarding clients.
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Oct 6, 2020 • 27min
X-ray Your Practice
With the routines and expectations of advisors everywhere upended, Merrill Private Wealth Advisor Peter Rohr says it's an unparalleled time to review your business inside and out. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 29, 2020 • 32min
The Three W's
The best method to make flexible work arrangements a success is defining "Who will do What by When," says leadership consultant Fran Skinner. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 22, 2020 • 30min
Living at Work
Aspiriant CEO Rob Francais explains how his firm avoids work-from-home burnout through new engagement strategies with colleagues and clients. Learn more about your ad choices. Visit megaphone.fm/adchoices
8 snips
Sep 15, 2020 • 27min
The Longevity Economy
MIT AgeLab's Joe Coughlin discusses how Covid accelerated changes in retirement planning. Topics cover demographics, technology, age-inclusive future, redefined retirement, supporting clients, and diversity in financial advising.
Sep 9, 2020 • 27min
Beyond the Screens
Balentine's Brittain Prigge says her firm has prioritized different ways of getting to know people.
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