Barron's Advisor
Dow Jones Audio
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Location:
United States
Networks:
Dow Jones Audio
Description:
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Language:
English
Episodes
Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM
9/3/2024
SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.
Duration:00:42:28
Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients
8/27/2024
The Morgan Stanley director discusses how connections and community in the workplace can help advisors anticipate and meet client expectations. Host: Greg Bartalos.
Duration:00:27:02
Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms
8/20/2024
Cresset’s president explains how strong leadership, a client-centric culture, and integrated technology can drive massive growth. Host: Steve Sanduski, CFP.
Duration:00:39:40
Michael Schaffer: Long-Term Investing in a Short-Term World
8/13/2024
The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament and identifies the five criteria he seeks in long-term investments. Host: Greg Bartalos.
Duration:00:23:33
Matt Cooper: Driving Growth With M&A and Private Equity
8/6/2024
How Beacon Pointe leveraged private equity to strike 19 deals in 21 months and kickstarted billions in organic and inorganic growth. Host: Steve Sanduski, CFP.
Duration:00:41:39
Nayan Ranchhod: How Couples Are Thinking About Money and Retirement
7/30/2024
The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.
Duration:00:25:50
Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA
7/23/2024
Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.
Duration:00:41:10
Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture
7/16/2024
At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.
Duration:00:45:21
Leslie Zane: The New Rules of Persuasion for Financial Advisors
7/9/2024
Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.
Duration:00:38:53
Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
7/2/2024
Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.
Duration:00:18:18
'Resistance Money’: Decoding Bitcoin’s True Value Proposition
6/25/2024
The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.
Duration:00:46:42
Joe McQuaid: How to Build the Best Tech Stack for Your RIA
6/18/2024
Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.
Duration:00:14:11
Rick Kent: How I Scaled My RIA Into a $10 Billion Firm
6/11/2024
Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.
Duration:00:36:57
Cozy Wittman: Mastering the Brutal College Planning Process
6/4/2024
Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.
Duration:00:36:27
Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed
5/28/2024
The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.
Duration:00:40:22
Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’
5/21/2024
Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.
Duration:00:37:51
Jeff Brown: How to Successfully Transition From Advisor to CEO
5/14/2024
The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos.
Duration:00:19:12
Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth
5/7/2024
How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.
Duration:00:35:29
Jon Foster: Multigenerational Planning and the Psychology of Wealth
4/30/2024
The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep ultrahigh-net-worth families from splintering over money. Host: Greg Bartalos.
Duration:00:31:36
Andy Schell: Leadership Lessons From the High Seas
4/23/2024
The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.
Duration:00:36:16