Barron's Advisor
340 episodes — Page 5 of 7
‘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
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