Barron's Advisor
305 episodes — Page 5 of 7
When Women Lead, What Happens?
The women who have been disrupting industries often share key commonalities that make them uniquely equipped to lead, grow businesses, and navigate crises. Here’s their story. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
What It Takes to Run a Successful Multigenerational Team
Scott Wilson and Crystal Ho of the Atlas Group on the importance of hiring employees who share chemistry, dedication, and a desire to learn. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Making the Shift From Entrepreneur to Leader
Your company’s success rises or falls based on your leadership ability. Here’s the playbook for leading in a post-pandemic world with Antonia Hock. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Succession Planning, Next-Gen Talent, and What the Best Leaders Do
More advisors are getting serious about the future, says Ray Sclafani, the CEO and founder of ClientWise. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Simple Tools to Help Your Clients Achieve Their Goals
Social psychologist and scientist Dr. Emily Balcetis explains how to use vision and brain science to overcome challenges and achieve our most important goals. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How Advisors Can Manage Their Social-Media Presence Like Pros
Jeff Bradanini, financial advisor and director of marketing for Beirne Wealth Consulting, on how advisors can use social media and digital marketing to gain clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Complete Guide to Advisor Podcasting
Podcasting makes you a better advisor. It deepens your client relationships. You’ll meet new people and make intriguing connections. And it helps with client prospecting and recruiting new team members. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Video Killed the Radio Star but Can Give New Life to Advisor Practices
Advisors must leverage technology or risk falling behind, says Mike Byrnes, founder and president of Byrnes Consulting. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Business Case for Cultivating Empathy
Far from “soft,” empathy is an important business skill that fuels great businesses and brands, increases retention, drives profits, and supports employees’ wellbeing. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
What It Takes to Be a Great COO
Allison Felix, who rose from executive assistant to chief operating officer at Cassaday & Co., on what it takes to succeed. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Salesforce's Tiffani Bova on the 5 Keys to Driving Faster Growth
Employee experience drives customer experience and that leads to faster sales growth. Bova shares the core elements of employee experience you should focus on to drive that growth. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How One RIA Created a Path for Next-Gen Talent to Become Partners
David Armstrong and Jessica Gibbs of Monument Wealth Management on how their firm helps employees advance and the power of “opinionated” content. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Art and Science of a High-Performing Advisor Website
Andy Crestodina, Orbit Media co-founder, has built more than 1,000 websites. He lays out what it takes to design one that attracts and converts the right prospects. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Finding Young Workers Is Easy for This RIA
Sequoia Financial Group's Kevin Myeroff and Elizabeth Scheiderer discuss the success of their internship program. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Attract and Retain Top Talent in a Tight Market
One reason why the big advisory firms keep getting bigger is they do a better job of creating a culture that attracts and retains top talent. Gartner's Brian Kropp shows how. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Earn Guaranteed Income in a Time of Heightened Volatility
David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider commission-free annuities. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Clinical Psychologist Shares the Science Behind Behavior Change
Dr. Joy Lere discusses how the mind works, how our beliefs are formed, and the tools and techniques we can use to guide positive behavior change for our clients. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chris Davis Picks Stocks, Praises Buffett, Rips Politicians
The chairman and portfolio manager of Davis Advisors on the importance of long-term investing and buying "durable, growing businesses at value prices." Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Former Yum! Brands CEO on Leadership, Talent, and Self-Coaching
David Novak distills decades of success into practical "dynasty drivers" that led to double-digit growth for 13 consecutive years. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Shirl Penney on the 10 Things Elite Advisory Teams Do Best
Dynasty Financial Partners' CEO on the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Don't 'Follow Your Bliss.' Instead, Find Love in Your Work.
Love, the most powerful of human emotions, has been systematically drained from our lives - our work, teams, and classrooms. Marcus Buckingham says it's time we brought love back in. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Charles Zhang on Efficiency, Community, and Caring for Animals
"We donate roughly 20% of our profit every year to our community and other places," says the founder and president of Zhang Financial. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
There Is No Such Thing as 'Apolitical' Leadership Anymore
Eric Pliner, who counsels top CEOs on how to make difficult decisions, says that you won't please everyone but there is a framework to help you make informed, effective decisions. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Multigenerational Planning and 'The Most Important Thing to Parents'
Mariner Wealth Advisors' Valerie Newell describes how advisors should work with multigenerational families. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
How a Founder Can Step Down as CEO Yet Remain Pivotal in a New Role
Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, gave up the reins, and is focusing on other company initiatives. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Brian Hamburger on RIA's Biggest M&A Mistakes
"Deals win or lose based upon their structure," says the president and CEO of MarketCounsel. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
How Scott Hanson Grew Allworth Financial From $10M Into a $15B RIA
Hanson describes his evolution as a leader and the steps he took to ensure success. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jim Stack Warns About the Fed, Tech Stocks, and Real Estate
"It's conceivable that the blue chip indexes could drop 35 to 40%," says the founder of Stack Financial Management. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Making Your Mark as CEO in Your First 100 Days
After just three years at Abacus Wealth Partners, Mary Beth Storjohann was promoted into the co-CEO role of this $4 billion RIA. Here's the story of how she hit the ground running. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Patrick O'Shaughnessy on Custom Indexing and the Portfolio of You
The founder of Canvas on the evolution of the index fund to direct indexing and now custom indexing. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Mindsets That Define CEO Excellence
McKinsey & Company Senior Partners Scott Keller and Vik Malhotra discuss the six responsibilities of the CEO role and the associated mindsets that distinguish the best leaders from the rest. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Attract Affluent Next-Gen Clients
"The vast majority of this demographic wants to feel more in control," says David Snider, founder and CEO of Harness Wealth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Decoding the Information in Emotions to Unlock Performance
Performance coach Denise Shull says don't fight the feeling. Instead, your performance will soar when you effectively answer, "What am I feeling and why am I feeling it?" Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How 2 Black Advisors Are Working to Change the 'Complexion of Wealth'
Dasarte Yarnway and Emlen Miles-Mattingly explain how they're helping underrepresented advisors. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Exposing Generational Myths
Many of today's popular ideas around generational differences are superficial stereotypes that miss the majority of what's actually happening among generations. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Financial Planning for Children With Special Needs
"This is a field that's going to give you a lot of emotional satisfaction when you know you've really helped a family," says Ken Van Leeuwen. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Building an Employee Value Proposition With Schwab's Benchmarking Data
Cash compensation is just one of many factors that you have to get right if you want to attract and retain the best talent in the industry. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Envestnet's Bill Crager on the Future of Financial Planning
Clients are "looking to get information at their fingertips whenever they want it." Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Harnessing the Energy of Money
Dr. Maria Nemeth discusses how to develop a healthy and powerful relationship with money that ultimately leads to living a fulfilling life as a hero's journey. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sports Memorabilia Offer 'Immense' Upside for Wealth Management Firms
Advisors can help themselves, their firms, and their clients, says Howard Epstein, a wealth management advisor and sports memorabilia expert. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Top Insights From 2021's Actionable Intelligence Podcast
Steve Sanduski shares key insights from Season 1 of The Way Forward: Actionable Intelligence podcast and how you can apply them to your practice. Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Kitces on Fees, M&A, and the RIA Model's 'Compounding Growth'
The co-founder of the XY Planning Network says the growth trend for registered investment advisor firms is "almost inevitable." Hosts: Jack Otter and Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ric Edelman Talks Bitcoin, Digital Assets and Wealth Management
Historically, advisors were routinely asked "why are you recommending Bitcoin?" says the founder of the Digital Assets Council of Financial Professionals. "The question is now becoming, why aren't you?" Host: Jack Otter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Practical Ways to Build a More Diverse and Inclusive Organization
Rohit Bhargava, founder of the Non-Obvious Company and Ideapress Publishing, also discusses how to host and participate in events that exemplify diversity and inclusion. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Advisors Keep Screwing Up Their Marketing and How to Get it Right
"You have to figure out who you are, who you are meant to serve, why you want to serve them and everything else will flow out of that," says Patrick Brewer, president and CMO of WealthSource. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Strategies for Turning Difficult Clients Into Favorites
"If I've got a client with very low emotional intelligence, this is going to make my job as an advisor much more challenging," says Beverly Flaxington, cofounder of The Collaborative. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Art and Science of Cultivating Influence
Influence is a byproduct of who we are connected to, how much our connections trust us, and the sense of community that we share, according to author and behaviorist Jon Levy. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Advisors Keep Missing Client Cues. How More Self Awareness Can Help.
"Advisors are in a way in a therapeutic sort of relationship that requires staying with curiosity longer than maybe they'd like to," says author and management consultant Beverly Flaxington. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Using Pressure to Your Advantage
Dane Jensen, CEO of Third Factor, says pressure, when understood correctly, can be a catalyst for peak performance. He details how to turn pressure into your ally using the "Pressure Equation." Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Spuds Powell on Fear, Confirmation Bias and the Modern Media
Kayne Anderson Rudnick's managing director discusses alts and the firm's defensive market posture. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices