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Barron's Advisor
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Последни епизоди
291 епизода
John Nersesian: Make These Tax Moves Before 2026 Arrives
Pimco’s head of advisor education offers guidance on recent tax changes, covering investments, income tax, retirement, and legacy planning. Host: Greg...
Nate Lenz: Key Wealth Management Trends | Next Gen
The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management...
Scott Sparks: How Starting in Insurance Gave His Firm an Advantage.
The founder and CEO of Sparks Financial discusses his firm's evolution from insurance to comprehensive wealth advisor, emphasizing multi-generational...
Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic and inorganic growth. Host:...
Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen
The UBS financial advisor shares her best advice for advising clients who are going through a divorce.
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Alisa Maute: Cracking the Organic Growth Code for RIAs
Mercer Advisors’ head of client development discusses how the firm built a data-driven client development machine that separates advice from acquisiti...
Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI
Pence Wealth Management's CIO expects strong earnings and lower interest rates to lift the S&P 500 and smaller stocks next year. Host: Greg Bartalos.<...
Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen
The Morgan Stanley managing director explains how advisors can serve multigenerational clients and cater to their ever-changing priorities while helpi...
David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire
What financial advisors and entrepreneurs can learn from Yvon Chouinard and Patagonia’s paradoxical approach to capitalism, profit, and purpose. Host:...
Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams
The executive director of the Women's Leadership Alliance discusses providing a clear career path to employees and creating a company culture of trust...
Ritik Malhotra: Independence, Culture, and AI | Next Gen
“There is a pathway for every advisor, wherever you are in your journey, to be able to jump to independence,” says the founder and CEO of Savvy Wealth...
Matt Reiner: Practical AI Use Cases for High-Growth RIAs
Capital Investment Advisors’ managing partner shares a clear-eyed look at what’s hype, what’s working, and how to experiment safely with AI. Host: Ste...
Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI
The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos.
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Ariana Bhatia: Investing for Multigenerational Families | Next Gen
The Merrill Lynch private advisor discusses how different generations approach their investment portfolios, why private investments are often misunder...
Michael Nathanson: Scaling Your Firm From Practice to Enterprise
Focus Financial Partners' CEO shares the mindset and required shifts in structure to turn a billion-dollar AUM firm into a lasting 100-year enterprise...
Suzanne Siracuse: How to Reinvent Yourself and Your Career
The former publisher turned wealth management consultant discusses authentic relationships, lessons from her career change, and why advisors should “g...
Emily Malone: It’s Never too Late to Become an Advisor | Next Gen
The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their...
Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook
The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in port...
Josh Bronstein: ‘Playing the Long Game Is Key’
“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistenc...
Riley Saunders: The Psychology of Financial Planning | Next Gen
“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an ex...
Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors
The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can...
Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut
Welling discusses Mercer’s aggressive acquisition strategy, which grew assets under management seven-fold since 2017. Host: Greg Bartalos.
Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen
The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients.
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Evan Osnos: What Advisors Need to Know About the New Gilded Age
The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financia...
How a Top Morgan Stanley Doctor Helps Clients Stay Healthy
Dr. Kim Henderson, the head of health and wellness education, discusses how she applies her medical expertise to help the firm’s advisors when clients...
Tom Klingman: The Best Things About Independence | Next Gen
Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “Ther...
Edward Fishman: Weaponizing Finance and What It Means for Portfolios
The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sandus...
Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business
The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani....
Ryan Moran: Top Tips for Working With Younger Clients | Next Gen
The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers car...
Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis
A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP.
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Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection
Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network college football analyst and filmmaker, discuss the importance of storytel...
Gina Thompson: Empowering Clients Through Education | Next Gen
“I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio...
Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained
Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski,...
Max Lane: Tech and the Future of Wealth Management
Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth....
Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen
The managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the co...
David DeVoe: How to Maximize Your RIA Firm’s Valuation
Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP.
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Raj Bhatia: Don’t Shy Away From Hiring Your Own Child
The long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering...
Kaden Bernstein: Key Ingredients for Success | Next Gen
The Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself...
Peter Wilken: The Biggest Branding Mistake Financial Advisors Make
Top marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, C...
Joe McLean: Winning Strategies for Advisors Who Serve Athletes
The managing partner at MAI Capital Management discusses his time as a professional basketball player and how that experience helps him create success...