
Barron's Advisor
347 episodes — Page 7 of 7
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
X-ray Your Practice
With the routines and expectations of advisors everywhere upended, Merrill Private Wealth Advisor Peter Rohr says it's an unparalleled time to review your business inside and out. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Three W's
The best method to make flexible work arrangements a success is defining "Who will do What by When," says leadership consultant Fran Skinner. Learn more about your ad choices. Visit megaphone.fm/adchoices
Living at Work
Aspiriant CEO Rob Francais explains how his firm avoids work-from-home burnout through new engagement strategies with colleagues and clients. Learn more about your ad choices. Visit megaphone.fm/adchoices