Barron's Advisor

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

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

"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

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

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

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

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

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

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

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

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

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

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

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

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 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

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