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
Jill Williams: Advice for Clients Facing Unexpected Retirement
Mar 4, 202500:20:07Tap to summarizeThe Ameriprise private wealth advisor shares her top priorities when working with clients who fall on hard times and discusses the importance of instilling them with hope. Host: Greg Bartalos.
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Max Winthrop: 'Quirkiness Matters' | Next Gen
Feb 27, 202500:24:25Tap to summarize“I think people inherently have quirks and sometimes we seek to hide those quirks because we want to put up a professional facade,” says Max Winthrop, CEO of Winthrop. “I like to joke around and I think that also makes me approachable.”
Transcribe →Geri Eisenman Pell: Succession Planning Tips for Financial Advisors
Feb 25, 202500:43:10Tap to summarizeHaving recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.
Transcribe →Tom Ruggie: What Financial Advisors Should Know About Collectibles
Feb 18, 202500:29:58Tap to summarizeThe CEO of Destiny Family Office discusses practical steps to help your clients value, protect, and pass on their collections. Host: Steve Sanduski, CFP.
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