Barron's Advisor
Dow Jones Audio
The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.
Location:
United States
Networks:
Dow Jones Audio
Description:
The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.
Language:
English
Episodes
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
Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity
3/5/2024
The managing director and wealth manager at Cresset explains how advisors can help clients through a divorce, death, sale of a company, or other important transition. Host: Greg Bartalos .
Duration:00:19:41
Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It.
2/27/2024
The founding partner and advisor at Summit Trail Advisors discusses what most advisors get wrong, prenuptial agreements, and the importance of full financial disclosure in a marriage. Host: Greg Bartalos.
Duration:00:18:39
Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership
2/20/2024
Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.
Duration:00:45:43
Beverly Flaxington: The Art of Influence and Getting Results
2/13/2024
The practice management consultant describes how financial advisors can effectively engage and motivate employees. Host: Greg Bartalos.
Duration:00:22:10
Kimberly Stewart: Improving Financial Literacy in the Black Community
2/6/2024
The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos.
Duration:00:18:40
John Nersesian: 5% Cash Is Great. Don't Fall in Love With It.
1/23/2024
Pimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos.
Duration:00:28:19
Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow
1/9/2024
Next generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos.
Duration:00:26:35
Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions
1/2/2024
Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP.
Duration:00:27:05
Jim Cahn: The 4 Pillars of Successful M&A
12/26/2023
Wealth Enhancement Group’s chief investments and business development officer provides a roadmap for successful dealmaking. Host: Greg Bartalos.
Duration:00:10:14
Rian Hill: The Advisor’s Guide to Hosting High-End Wine Events
12/19/2023
Learn how memorable wine events can deepen client relationships and engage prospects. Host: Steve Sanduski.
Duration:00:37:20
Mary Ann Bartels: Bullish on Stocks, Bonds, Bitcoin in 2024
12/12/2023
Sanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos.
Duration:00:35:51
Suzanne Peterson: How to Become an Effective and Admired Leader
12/5/2023
Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski.
Duration:00:41:24