Barron's Advisor
305 episodes — Page 3 of 7
Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change
The Morgan Stanley veteran explains how the firm invests in private companies and why tax-aware strategies are “critically important” to clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen
Every other Thursday on Barron’s Advisor: The Way Forward: Next Generation, we speak with successful advisors who share their best advice for getting ahead and making an impact. Learn more about your ad choices. Visit megaphone.fm/adchoices
David Newson: Proven RIA Marketing Strategies for 15% Organic Growth
The founder of XNW Digital provides a step-by-step roadmap to help advisors accelerate growth at their firms. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Frank Lipman: Cutting-Edge Strategies to Boost Longevity
The founder of Eleven Eleven Wellness and author of several books focused on health discusses how integrative medicine can help people live longer. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025
Sanctuary Wealth’s chief investment strategist explains why she thinks we’re in the “golden age of investing.” Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nikolee Turner: Mastering the Three-Phase Framework for M&A Success
Schwab’s head of business consulting shares actionable strategies to help you maximize value and minimize regret when buying, selling, and integrating a firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dennis Moseley-Williams: Advisors and the Power of a ‘Really Big Idea’
The world’s most recognized brands didn’t begin as large companies. Advisors should take note, says the founder of DMW Strategic Consulting. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Melinda Bremley: How to Assess and Hire Top Talent for Your RIA
The Chapman & Co. Leadership Institute partner demystifies the keys to assessing and developing effective leaders at all levels of your organization. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors
The senior advice strategist at Vanguard’s Investment Advisory Research Center discusses how advisors can best serve next-gen clients amid a $84 trillion wealth transfer. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Carley Dillon: How We Consistently Deliver Over 15% Organic Growth
Brighton Jones’ chief experience officer details how individual accountability and a focus on metrics consistently drive rapid growth. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Keith Jacoby: How to Build and Lead a Large Wealth Management Firm
With 30 years of industry experience, the CEO of Clarity Wealth—and “self-confessed process geek”— shares his best advice for advisors in leadership positions. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race
How meticulous planning, trust in his team, and a commitment to shared values enabled a legendary sailor to overcome unimaginable challenges. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jackie Insinger: Positive Psychology Is the Key to Motivate Employees
The author and executive coach discusses how financial advisors can harness the power of neuroscience and data-driven frameworks to help teams thrive. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ramesh Srinivasan: The Power of Purpose-Driven Leadership
The McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025
State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year
Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth
The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos and discusses RFG Advisory’s initiatives to help women. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients
Chequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nelrae Pasha Ali: How to Teach Teens About Money and Investing
The managing principal at Array Private Investment Advisory Group of Wells Fargo Financial Network discusses deferred gratification, budgeting, and what motivates teens. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM
SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients
The Morgan Stanley director discusses how connections and community in the workplace can help advisors anticipate and meet client expectations. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms
Cresset’s president explains how strong leadership, a client-centric culture, and integrated technology can drive massive growth. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Schaffer: Long-Term Investing in a Short-Term World
The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Matt Cooper: Driving Growth With M&A and Private Equity
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nayan Ranchhod: How Couples Are Thinking About Money and Retirement
The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA
Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture
At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Leslie Zane: The New Rules of Persuasion for Financial Advisors
Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
'Resistance Money’: Decoding Bitcoin’s True Value Proposition
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Joe McQuaid: How to Build the Best Tech Stack for Your RIA
Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Rick Kent: How I Scaled My RIA Into a $10 Billion Firm
Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Cozy Wittman: Mastering the Brutal College Planning Process
Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’
Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jeff Brown: How to Successfully Transition From Advisor to CEO
The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth
How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jon Foster: Multigenerational Planning and the Psychology of Wealth
The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep families from splintering over money. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Andy Schell: Leadership Lessons From the High Seas
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Rick Buoncore: M&A Strategy and the Importance of Culture in Deals
The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Vinay Nair: Using AI to Personalize Wealth Management at Scale
How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kay Lynn Mayhue: How to Create a Culture of Personal Development
Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ron Carson: Lessons in Leadership for Financial Advisors
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chloe Moore and Tracy Hutton: Talent Pipeline Secrets
How to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity
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 . Learn more about your ad choices. Visit megaphone.fm/adchoices
Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It.
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership
Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Beverly Flaxington: The Art of Influence and Getting Results
The practice management consultant describes how financial advisors can effectively engage and motivate employees. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kimberly Stewart: Improving Financial Literacy in the Black Community
The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices