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
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
Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent
4/16/2024
“A tremendous war for talent” means that RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos.
Duration:00:23:07
Rick Buoncore: M&A Strategy and the Importance of Culture in Deals
4/9/2024
The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.
Duration:00:30:51
Vinay Nair: Using AI to Personalize Wealth Management at Scale
4/2/2024
How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.
Duration:00:30:50
Kay Lynn Mayhue: How to Create a Culture of Personal Development
3/26/2024
Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.
Duration:00:24:26
Ron Carson: Lessons in Leadership for Financial Advisors
3/19/2024
The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos.
Duration:00:23:06
Chloe Moore and Tracy Hutton: Talent Pipeline Secrets
3/12/2024
How to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski.
Duration:00:30:10