Podcast
Barron's Advisor
Hosted by Barron's Advisor · EN
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
44episodes
Episodes
Newest firstAll episodes
Lisa Westermark: How to Seamlessly Hand Off Client Relationships
Jun 200:41:44Tap to summarizeThe Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know
May 2600:15:21Tap to summarizeThe founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients
May 1900:37:54Tap to summarizeThe founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves
May 1200:21:14Tap to summarizeThe CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Anthony Scaramucci: How Inflation and Populism Change Financial Advice
May 500:50:22Tap to summarizeThe SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic disparity and rise of populism and educate clients about AI and digital assets. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →State Street’s Yie-Hsin Hung: We’re Not Done Innovating
Apr 2800:16:12Tap to summarizeState Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Rob Nelson: Nine Converging Forces in Financial Advice
Apr 2101:00:55Tap to summarizeThe CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Omani Carson: What He Learned After ‘Winning’ the Game
Apr 1400:59:01Tap to summarizeCarson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’
Apr 700:38:13Tap to summarizeGiven the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduce asset correlation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Jason Early: How Top Advisors Win Business Owner Clients
Mar 3100:36:36Tap to summarizeThe founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →