Barron's Advisor
305 episodes — Page 4 of 7
John Nersesian: 5% Cash Is Great. Don't Fall in Love With It.
Pimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow
Next generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions
Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jim Cahn: The 4 Pillars of Successful M&A
Wealth Enhancement Group’s chief investments and business development officer provides a roadmap for successful dealmaking. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Rian Hill: The Advisor’s Guide to Hosting High-End Wine Events
Learn how memorable wine events can deepen client relationships and engage prospects. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mary Ann Bartels: Bullish on Stocks, Bonds, Bitcoin in 2024
Sanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Suzanne Peterson: How to Become an Effective and Admired Leader
Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Neela Hummel: On Hiring Women and Advising Female Clients
The co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Eric Becker: Cresset’s Bold 100-Year Vision
The co-founder and co-chairman explains how the multi-family office is blending tradition with modern financial dynamics. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences
Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tobias Dengel: Voice Tech Will Profoundly Change How We Live and Work
As big as mobile a decade ago and the internet in the late '90s, voice is the next big thing in technology, says the president of WillowTree. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Angela Osborne: Effective Lead Generation Strategies for Advisors
The COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Andrew Brzezinski: Separating AI Hype From Reality
There's been a lot of hype around AI since the release of ChatGPT. Fidelity's head of data strategy describes what’s real, what's not, and what financial advisors should be doing with it right now. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kristie Edling-Day: How Advisors Can Harness the Power of Technology
Advisors adapted to portfolio management technology and robo-advisors. They also will they adapt to AI, says the LPL Financial exec. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Saundra Davis: Using Money to Honor Your Values and Fuel Your Vision
An exploration of what money really means to people, what it represents, and how you can facilitate that discovery. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Amy Parvaneh: Creative Compensation Structures That Motivate Teams
The founder and CEO of Select Advisors Institute says practices should recognize, and cater to, what makes employees tick. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tom Morgan: What Is Your Curiosity Calling You to Do?
Wealth is not just about security. It creates the freedom to pursue what’s at the intersection of your curiosity and what the world needs. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Spuds Powell: How to Take a Mature Practice to the Next Level
The Barron’s-ranked managing director of Kayne Anderson Rudnick explains how advisors can keep clients happy while expanding their businesses. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ken Dychtwald: Navigating the Waves of Generational Change
The dynamics surrounding generational change, longevity, and an evolving society require a rethinking of what it means to be a financial advisor. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Schaffer: How to Future-Proof Your Portfolio From AI, ChatGPT
The Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Matt Crow: M&A Secrets, Revelations, and Ticking Time Bombs
Mercer Capital's CEO offers a candid insider's perspective on the RIA M&A playbook and what’s really driving deals. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jane Hanson: The Power of Vulnerability and Other Tips for Advisors
The Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Alexandra Miele: 'Sphere of Influence' Is the New Referral Marketing
Step beyond standard referral methods to learn how "sphere of influence" marketing is redefining client acquisition for the modern age. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nancy Daoud: Why Women Will 'Take Over' Wealth Management
The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sammy Azzouz: Mastering Organic Growth as an Independent RIA
Growth is coming from a strategic focus on employee engagement, business development, client retention, and operational excellence and efficiency. Host: Steve Sanduski Learn more about your ad choices. Visit megaphone.fm/adchoices
Karen Altfest: Advising Women, Widows and 9/11 Families
The principal advisor at family-owned Altfest Personal Wealth Management on four decades of advocating for women. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM
Advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the Gottfried & Somberg co-founder covers it all. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kate Healy: Evangelizing for Financial Planning as a Career Choice
Dedicated to driving awareness of the profession to younger and more diverse applicants, Healy shares tips for advisors looking to hire new talent. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity
Through the timeless narrative of 'In the Year 2525,' the co-founder of Wired magazine traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Barry Ritholtz: How Advisors Can Create Killer Content
Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer
The high altitude adventurer shares his hard-earned lessons from a life climbing the world’s highest mountains and how they apply at sea level. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Nathanson: What Advisors Can Learn From Charles Darwin
The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kate Murphy: How to Truly Hear and Understand Your Clients
When was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Listening well is powerful, yet in short supply. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Build an Enduring Legacy and Secure Long-Lasting Wealth
Robert Balentine, chairman of his namesake firm, explains why advisors should focus on family relationships. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management
The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mal Makin’s Underrated—and Understated—Ways to Gain Clients
The founder of Professional Planning Group discusses the power of transparency and having a light touch. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
‘Failure Is Not an Option.’ Lessons Learned From High Expectations
Wells Fargo advisor Nelrae Pasha Ali on how she overcame long odds as a Black woman to excel in sports and wealth management. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Keep Clients From Acting on Fear and Greed
Scott Tiras, president of Tiras Wealth Management, shares evergreen lessons. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
CAIS’ Abby Salameh on Alts, Advisors, and ‘Leading With Learning’
“We're providing the education that advisors need to help them understand and feel more comfortable investing in alternatives,” says the CMO. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Candy Bar, a 10-Year Old, and a Successful RIA
Barbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Using Stories to Connect with Clients and Prospects
Storytelling and story listening are both art and science. Master them and you’ll deepen your human connection and deliver greater value to your clients. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why This Top Advisor Is Bullish on Muni Bonds, Value Stocks, and Alts
Holly Newman Kroft, managing director at Neuberger Berman, discusses where investors can find enticing opportunities. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Investing to Create a World You Would Like to Retire In
New investment vehicles make it possible to attain market-like returns while not compromising your values. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Teaming Is the Future. How One Advisory Firm Built a Dream Team.
Barron’s Hall of Fame advisor Kimberlee Orth describes how to get the most out of your team. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transforming Your Relationship With Money
Rather than constantly striving for more, we can transform our relationship with money by deepening our experience with what we already have, says author Lynne Twist. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Goldman Sachs’ Joe Duran on Fixing America’s Retirement Savings Crisis
“The answers are not going to come from investing,” says the head of Goldman Sachs Personal Financial Management. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Power of Client Communities
Yes, we’re in a relationship business. And what better way to create a sense of trust, connection, and belonging than through building client communities. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jim Stack Stays Bearish But Spies Opportunity
Uncannily accurate with recent stock market calls, the Stack Financial Management founder offers a bittersweet forecast. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Helping Women Face Their Financial Fears
Our relationship to money is complicated, especially for women who have an added cultural history layered on top. Sarah Carlson untangles this challenge. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Are Stocks Facing a Lost Decade?
Risk management expert Rick Bookstaber makes the case against complacency. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices