Barron's Advisor
305 episodes — Page 6 of 7
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
Don't Be a Problem Solver
More is accomplished by focusing on outcomes rather than simply vanquishing problems, says organizational and management consultant Robert Fritz. Learn more about your ad choices. Visit megaphone.fm/adchoices
No CEO? No problem.
Decisions might come more slowly, but consensus building creates a stronger company, says Jack Petersen of Summit Trail Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Being like Bezos
Best practices learned while working with Amazon's CEO can be adopted at many firms, says former Amazon executive Bill Carr. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Customer Service Dimension
Unlike investment returns or interest rates, advisors can fully control the quality of service they provide to clients, says Cassaday & Co. CEO Stephan Cassaday. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Power of Stories
"It's very tough to get through just with information," says journalist and author Trish Hall. Learn more about your ad choices. Visit megaphone.fm/adchoices
Love at First Sight? No, but ...
UBS advisors Rachel Gottlieb and Will Rose weren't interested initially in becoming business partners, but then recruited a new client together. Learn more about your ad choices. Visit megaphone.fm/adchoices
Invest in the Mind
Developing better skills centered on awareness and concentration can lead to high performance, psychologist Michael Gervais says. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Experience Factor
Prospects like professional athletes should be wary of advisory firms with short track records, says Rockefeller Capital Management's Michael Bapis. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tell Me a Story
Advisors who are successful at recruiting have a strong sense of how to talk about themselves, author Annette Simmons says. Learn more about your ad choices. Visit megaphone.fm/adchoices
It's All About Growth
"Every meeting that we go to, it's the same type of narrative," says Ben Harrison, the head of Pershing's RIA custody business. Learn more about your ad choices. Visit megaphone.fm/adchoices
Examining Modern Monetary Theory
Author Stephanie Kelton says the nation should reject "myths" about government deficits and spend even more aggressively to bolster the economy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Advisory Firms: An Existential Challenge
Goldman Sachs financial planning executives Joe Duran and Larry Restieri discuss whether sustaining an advisory practice by growing independently is realistic. Learn more about your ad choices. Visit megaphone.fm/adchoices
Affording the Extra Years
Longevity expert Andrew Scott says financial advisors should focus on helping clients invest in their future selves. Learn more about your ad choices. Visit megaphone.fm/adchoices
Becoming an Elite Performer
In our new podcast series, coaching expert Tim Kight explains how average performers can become elite performers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Telewealth Reshapes Advisor Priorities
Advisors will benefit by offering "more meaningful remote-first experiences," Fidelity Institutional's Mike Durbin says. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Branch of the Future
Raymond James is considering how to remake its office space, particularly for a post-Covid world, Raymond James & Associates President and CEO Tash Elwyn says. Learn more about your ad choices. Visit megaphone.fm/adchoices
You Can Make Me Poor
Drew Freides of UBS tells Sterling Shea how he's maximizing growth in his ultra high-net-worth practice during the pandemic, and what will change once it's behind us. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bridging the Political Divide
In an acrid political climate, it's vital to keep clients' family ties from fraying, say Michael Tiedemann and Jill Shipley of Tiedemann Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Emotionally Overwhelmed
Sterling Shea interviews Tim Gerend and Aditi Javeri Gokhale, from Northwestern Mutual, on their response to the pandemic, hiring, reinvesting in technology and helping advisors improve their practices in order to serve an increasingly anxious public. Learn more about your ad choices. Visit megaphone.fm/adchoices
Evolution, Beyond Technology
The pandemic has accelerated many changes, but some of the most vital go beyond technology, says Colony Group Chairman Michael Nathanson. Learn more about your ad choices. Visit megaphone.fm/adchoices
Gay Money, Straight Advice
Jennifer Hatch, President of Christopher Street Financial, discusses how she's handling client relations, volatility and onboarding clients. Learn more about your ad choices. Visit megaphone.fm/adchoices