Barron's Advisor
347 episodes — Page 6 of 7
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
Victoria Song: A Meta-Framework to 'Bending Reality'
Only by facing fear head-on is it possible to quiet your "impending doom generator" and realize your full potential, says Victoria Song, author and leadership advisor to successful founders and CEOs. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How Organic Growth Is Powering a Pioneering RIA
"You've got to figure out how to grow organically. We've done it largely by overwhelming our clients with service," says Homrich Berg cofounder Andy Berg. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Maximize Your Firm's Long-Term Value
Allen Darby, CEO of Alaris Acquisitions, on M&A and how to analyze your profit and loss statement to uncover ways to enhance your firm's worth. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Clients Are 'Exhausted' and Want to Retire Early. Advisors Can Help.
People are recognizing that "life is not forever and they want to bring more purpose and intentionality to it," says Julie Kelly, a financial advisor with Edward Jones. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Legendary Coach's Leadership Lessons Apply to Advisors, Too
Valorie Kondos Field, who never was an athlete, led the UCLA Bruins gymnastics team to seven national titles. "A coach's job isn't to dictate change in someone. It's to motivate them to want to make consistent change." Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Going the Extra Mile for Wealthy Clients
Sometimes high-touch service means helping clients buy a Kentucky Derby-caliber racehorse, says GenTrust co-founder George Perez. Host: Ross Snel. Learn more about your ad choices. Visit megaphone.fm/adchoices
What Advisors Can Learn From a Decorated US Navy SEAL Veteran
Building trust happens over time yet "it doesn't take a lot to destroy that trust," says David Sears who retired from the Navy after serving for 20 years. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Art Market, Next-Gen Collectors, and NFTs
"All of wealth management and banking is trying to wrap their head around" the ecosystem of NFTs and digital art, says Evan Beard of Bank of America Private Bank. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Demetri Kofinas on 'Financial Nihilism'
"People have increasingly lost faith in the models, frameworks, and moral codes that they grew up with," says the host of a popular podcast. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
YOLO as Policy and Why EQ Is More Important Than IQ
Brighton Jones CEO Jon Jones, who visited 35 countries with his family over a year, insists his employees achieve balance in their lives. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Relentless Rise of Intangible Assets
"Assets that you can't touch or feel are been becoming more and more important," says Stian Westlake, coauthor of Capitalism Without Capital. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Morgan Stanley's Audrey Choi: Focus on this macro trend
Some of the firm's fastest-growing teams and products are emphasizing ESG investing, she says. Host: Ross Snel. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Customer Isn't Always Right
"One of the key elements in a trusted advisor relationship is the willingness to challenge the client," management consultant John Hagel says. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Engine No. 1 Emphasizes Investor Values
There's new attention on the power of shareholder voting, says the firm's ETF lead, Yasmin Dahya Bilger. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Beyond Stubborn: Strategies for Changing Closed Minds
Ask questions, be patient, and embrace incrementalism, says Wharton School Professor Jonah Berger. Learn more about your ad choices. Visit megaphone.fm/adchoices
Key Financial's Patti Brennan on Emphasizing 'Skin in the Game'
The top-ranked advisor says enabling all of her team to share in her firm's success has powered results. Learn more about your ad choices. Visit megaphone.fm/adchoices
Morningstar's Sarah Newcomb on Helping Clients Break Bad Money Habits
One key is listening to the stories clients tell about money and determining whether they see themselves as personally in control of their finances, says Sarah Newcomb, Morningstar's behavioral economist. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wells Fargo's Heather Hunt-Ruddy on Making Good Advisors Great
The best athletes in the world have coaches, and the top advisors should as well, says Wells' head of wealth management business development. Learn more about your ad choices. Visit megaphone.fm/adchoices
What Second City Improv Can Teach Advisors
Emphasizing the cohesive role of each member of an advisory team should enhance meetings with clients, Kelly Leonard says. Learn more about your ad choices. Visit megaphone.fm/adchoices
UBS Advisor Adam Epstein on Unexpected ESG Investments
A private market real estate deal-plans to convert a New York City apartment tower to a homeless shelter-appealed to clients because the results could be seen locally and also offered outsized yield. Learn more about your ad choices. Visit megaphone.fm/adchoices
What's Former LPL Chief Mark Casady Up To Now? Breaking Fintech Apart.
Old concepts must be disrupted to create "new solutions in the marketplace," says Mark Casady, who's now running a venture capital firm. Learn more about your ad choices. Visit megaphone.fm/adchoices
Faster Pace of Consolidation
Many small advisory firms will fare well, but Kestra Financial CEO James Poer says those resistant to affiliation or acquisition will struggle. Learn more about your ad choices. Visit megaphone.fm/adchoices
Facts Versus Emotions
An effective financial advisor needs to be a good psychotherapist, says NPR social science correspondent Shankar Vedantam. Learn more about your ad choices. Visit megaphone.fm/adchoices
Strategies for Winning, and Losing
Perseverance helps improve the odds of success and makes setbacks easier to handle, says financial advisor and former Olympian Lauryn Williams. Learn more about your ad choices. Visit megaphone.fm/adchoices
Inheritance is About a Lot More Than Money
Families often achieve better outcomes by shifting the focus away from dollars, says Matt Wesley of Merrill Lynch's Center for Family Wealth, Dynamics and Governance. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bitcoin's Value as an Asset Class
Cryptocurrencies are worthy alternatives to investments like bonds and gold, as well as real estate and art, says Bitcoin entrepreneur Dan Held. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Growing Potential of Cannabis
As industrial use grows, medicinal use expands, and laws are changed, the investment potential for cannabis merits serious attention, says Arcview Group CEO Kim Kovacs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Before You Make That Presentation
When you're speaking to an audience, "It's not about what you want to say. It's about what they need," says communications expert Matt Abrahams. Learn more about your ad choices. Visit megaphone.fm/adchoices
Prepping Portfolios for Inflation
Chris Cordaro of RegentAtlantic identifies the choices he's recommending to clients amid growing momentum in the economy. Learn more about your ad choices. Visit megaphone.fm/adchoices